Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
AstraZeneca
AZN
$251B
| $259M | 0.03% |
4,323,110
+2,068,480
| +92% | +$124M |
|
452
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $258M | 0.03% |
3,887,830
-243,610
| -6% | -$16.2M |
|
453
International Flavors & Fragrances
IFF
$16.5B
| $258M | 0.03% |
1,725,275
+1,325,741
| +332% | +$198M |
|
454
Monster Beverage
MNST
$61.3B
| $257M | 0.03% |
5,636,612
+4,144,218
| +278% | +$189M |
|
455
Ferrari
RACE
$84.4B
| $257M | 0.03% |
1,247,564
+195,502
| +19% | +$40.3M |
|
|
TTM
456
DELISTED
Tata Motors Limited
TTM
| $257M | 0.03% |
11,272,406
+5,352,367
| +90% | +$122M |
|
457
Berkshire Hathaway Class A
BRK.A
$1.06T
| $255M | 0.03% |
609
-9
| -1% | -$3.77M |
|
458
ZTO Express
ZTO
$15.4B
| $253M | 0.03% |
8,330,145
+2,746,795
| +49% | +$83.4M |
|
459
Aptiv
APTV
$17.8B
| $251M | 0.03% |
1,597,264
-11,475
| -0.7% | -$1.81M |
|
460
Global Payments
GPN
$20.6B
| $251M | 0.03% |
1,339,801
+391,675
| +41% | +$73.5M |
|
461
VanEck Semiconductor ETF
SMH
$28.4B
| $251M | 0.03% |
1,915,706
-1,559,568
| -45% | -$204M |
|
462
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $251M | 0.03% |
2,785,670
+313,651
| +13% | +$28.2M |
|
463
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $250M | 0.03% |
5,809,501
+3,836,995
| +195% | +$165M |
|
464
Domino's
DPZ
$15.3B
| $250M | 0.03% |
535,954
+5,987
| +1% | +$2.79M |
|
465
Nucor
NUE
$32.6B
| $250M | 0.03% |
2,603,473
+686,067
| +36% | +$65.8M |
|
466
Corning
GLW
$64.2B
| $249M | 0.03% |
6,089,461
-208,768
| -3% | -$8.54M |
|
|
FRC
467
DELISTED
First Republic Bank
FRC
| $248M | 0.03% |
1,322,880
+93,675
| +8% | +$17.5M |
|
468
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
| $247M | 0.03% |
3,268,389
-353,814
| -10% | -$26.7M |
|
|
CONE
469
DELISTED
CyrusOne Inc Common Stock
CONE
| $246M | 0.03% |
3,444,177
+1,322,792
| +62% | +$94.6M |
|
470
Vertex Pharmaceuticals
VRTX
$99.6B
| $246M | 0.03% |
1,221,326
+325,944
| +36% | +$65.7M |
|
471
SPDR S&P Bank ETF
KBE
$1.55B
| $246M | 0.03% |
4,797,569
-169,387
| -3% | -$8.69M |
|
472
Apollo Global Management
APO
$76.4B
| $245M | 0.03% |
3,935,579
+953,272
| +32% | +$59.3M |
|
473
iShare MSCI Eurozone ETF
EZU
$7.89B
| $245M | 0.03% |
4,956,579
+825,493
| +20% | +$40.7M |
|
474
Sony
SONY
$171B
| $244M | 0.03% |
12,571,375
-382,980
| -3% | -$7.45M |
|
475
Rockwell Automation
ROK
$38.2B
| $244M | 0.03% |
851,933
+46,449
| +6% | +$13.3M |
|