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 | |
|---|---|---|---|---|---|---|
476
iShares Biotechnology ETF
IBB
$5.64B
| $359M | 0.04% |
2,932,048
-20,865
| -0.7% | -$2.55M |
|
477
SAP
SAP
$303B
| $358M | 0.04% |
2,771,858
-16,330
| -0.6% | -$2.11M |
|
478
SEI Investments
SEIC
$10.7B
| $358M | 0.04% |
5,948,658
-320,175
| -5% | -$19.3M |
|
479
iShares Core MSCI Total International Stock ETF
IXUS
$48.6B
| $357M | 0.04% |
5,948,641
-318,999
| -5% | -$19.1M |
|
480
Vanguard Mega Cap Growth ETF
MGK
$29.4B
| $354M | 0.04% |
1,559,349
+45,970
| +3% | +$10.4M |
|
481
TransUnion
TRU
$17.5B
| $353M | 0.04% |
4,923,690
+942,924
| +24% | +$67.7M |
|
482
Citizens Financial Group
CFG
$22.3B
| $353M | 0.04% |
13,165,042
-12,365
| -0.1% | -$331K |
|
483
Vanguard Total World Stock ETF
VT
$52.3B
| $352M | 0.04% |
3,777,060
-68,612
| -2% | -$6.39M |
|
484
Dollar Tree
DLTR
$20.2B
| $352M | 0.04% |
3,304,102
-329,833
| -9% | -$35.1M |
|
485
WEX
WEX
$5.81B
| $350M | 0.04% |
1,861,817
-37,222
| -2% | -$7M |
|
486
D.R. Horton
DHI
$52.5B
| $350M | 0.04% |
3,254,275
+106,074
| +3% | +$11.4M |
|
487
Kirby Corp
KEX
$4.85B
| $349M | 0.04% |
4,213,354
+38,664
| +0.9% | +$3.2M |
|
488
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.22B
| $349M | 0.04% |
3,178,642
-119,564
| -4% | -$13.1M |
|
489
Dell
DELL
$84.2B
| $346M | 0.04% |
5,023,755
+2,472,866
| +97% | +$170M |
|
490
Sony
SONY
$171B
| $345M | 0.04% |
20,909,400
+77,075
| +0.4% | +$1.27M |
|
491
ResMed
RMD
$39.6B
| $344M | 0.04% |
2,329,618
+1,178,547
| +102% | +$174M |
|
492
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $341M | 0.03% |
5,745,319
+619,609
| +12% | +$36.7M |
|
493
Royal Bank of Canada
RY
$203B
| $340M | 0.03% |
3,888,087
+312,563
| +9% | +$27.3M |
|
494
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $339M | 0.03% |
7,178,574
-8,731,715
| -55% | -$413M |
|
495
Kinder Morgan
KMI
$60.8B
| $338M | 0.03% |
20,400,093
+796,829
| +4% | +$13.2M |
|
496
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $337M | 0.03% |
7,021,556
+139,902
| +2% | +$6.71M |
|
497
iShares MSCI India ETF
INDA
$9.38B
| $337M | 0.03% |
7,615,787
+1,433,768
| +23% | +$63.4M |
|
498
Lennar Class A
LEN
$35.4B
| $336M | 0.03% |
3,092,021
-342,832
| -10% | -$37.2M |
|
499
Edison International
EIX
$21.4B
| $334M | 0.03% |
5,282,831
-71,709
| -1% | -$4.54M |
|
500
Materials Select Sector SPDR Fund
XLB
$5.44B
| $334M | 0.03% |
4,252,723
+632,847
| +17% | +$49.7M |
|