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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Motorola Solutions
MSI
$80.6B
| $387M | 0.04% |
1,423,105
-81,143
| -5% | -$22.1M |
|
452
Envista
NVST
$3.43B
| $386M | 0.04% |
13,860,328
-214,434
| -2% | -$5.98M |
|
453
Fidelity National Information Services
FIS
$35B
| $385M | 0.04% |
6,967,368
-207,341
| -3% | -$11.5M |
|
454
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $384M | 0.04% |
4,454,960
-1,135,789
| -20% | -$98M |
|
455
Biogen
BIIB
$20.8B
| $384M | 0.04% |
1,493,113
+61,814
| +4% | +$15.9M |
|
456
Cardinal Health
CAH
$35.8B
| $383M | 0.04% |
4,416,484
-286,373
| -6% | -$24.9M |
|
|
DFS
457
DELISTED
Discover Financial Services
DFS
| $380M | 0.04% |
4,390,613
-227,455
| -5% | -$19.7M |
|
458
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $379M | 0.04% |
7,477,855
+3,465,283
| +86% | +$176M |
|
459
ARK Innovation ETF
ARKK
$7.2B
| $378M | 0.04% |
9,524,089
+460,104
| +5% | +$18.3M |
|
460
Fair Isaac
FICO
$37.1B
| $377M | 0.04% |
434,477
-8,857
| -2% | -$7.69M |
|
461
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $374M | 0.04% |
3,634,202
+7,145
| +0.2% | +$735K |
|
462
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.53B
| $373M | 0.04% |
24,929,824
+2,940,835
| +13% | +$44M |
|
463
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $371M | 0.04% |
5,202,902
+276,327
| +6% | +$19.7M |
|
464
VeriSign
VRSN
$26.4B
| $370M | 0.04% |
1,826,836
+233,811
| +15% | +$47.4M |
|
465
CRH
CRH
$74.7B
| $366M | 0.04% |
6,684,516
+1,271,685
| +23% | +$69.6M |
|
466
iShares MSCI KLD 400 Social ETF
DSI
$4.86B
| $366M | 0.04% |
4,492,710
+81,233
| +2% | +$6.61M |
|
467
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $366M | 0.04% |
12,128,978
-467,216
| -4% | -$14.1M |
|
468
T Rowe Price
TROW
$23.5B
| $365M | 0.04% |
3,483,350
+25,012
| +0.7% | +$2.62M |
|
469
iShares US Real Estate ETF
IYR
$3.62B
| $365M | 0.04% |
4,674,805
+1,033,819
| +28% | +$80.8M |
|
470
Veeva Systems
VEEV
$45B
| $364M | 0.04% |
1,788,989
-52,753
| -3% | -$10.7M |
|
471
Palantir
PLTR
$395B
| $362M | 0.04% |
22,614,555
+4,675,824
| +26% | +$74.8M |
|
472
Atlassian
TEAM
$46.1B
| $361M | 0.04% |
1,793,700
+1,095,297
| +157% | +$221M |
|
473
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $361M | 0.04% |
4,997,528
+77,428
| +2% | +$5.6M |
|
474
Consolidated Edison
ED
$34.9B
| $361M | 0.04% |
4,221,543
+72,915
| +2% | +$6.24M |
|
475
Sysco
SYY
$38.3B
| $359M | 0.04% |
5,433,574
-767,917
| -12% | -$50.7M |
|