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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
WEX
WEX
$5.81B
| $346M | 0.03% |
1,899,039
-199,244
| -9% | -$36.3M |
|
502
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $345M | 0.03% |
2,996,175
-561,400
| -16% | -$64.7M |
|
503
Allstate
ALL
$52.7B
| $345M | 0.03% |
3,165,470
-3,843
| -0.1% | -$419K |
|
504
Citizens Financial Group
CFG
$22.4B
| $344M | 0.03% |
13,177,407
-1,488,613
| -10% | -$38.8M |
|
505
Graco
GGG
$14.1B
| $343M | 0.03% |
3,976,575
-156,832
| -4% | -$13.5M |
|
506
Tractor Supply
TSCO
$31B
| $343M | 0.03% |
7,757,625
+631,675
| +9% | +$27.9M |
|
507
Bank of New York Mellon
BK
$73.4B
| $342M | 0.03% |
7,671,962
+6,977
| +0.1% | +$311K |
|
508
Royal Bank of Canada
RY
$203B
| $341M | 0.03% |
3,575,524
+239,828
| +7% | +$22.9M |
|
509
Kinder Morgan
KMI
$60.8B
| $338M | 0.03% |
19,603,264
-218,210
| -1% | -$3.76M |
|
510
Public Service Enterprise Group
PEG
$40.8B
| $338M | 0.03% |
5,391,419
-56,356
| -1% | -$3.53M |
|
511
Deckers Outdoor
DECK
$16.9B
| $337M | 0.03% |
3,833,088
+110,214
| +3% | +$9.69M |
|
512
Carvana
CVNA
$50.4B
| $336M | 0.03% |
12,972,501
-938,726
| -7% | -$24.3M |
|
|
HES
513
DELISTED
Hess
HES
| $335M | 0.03% |
2,462,282
+78,459
| +3% | +$10.7M |
|
514
Vanguard Russell 1000 Growth ETF
VONG
$31.6B
| $335M | 0.03% |
4,729,407
+102,425
| +2% | +$7.25M |
|
515
CMS Energy
CMS
$21.3B
| $333M | 0.03% |
5,667,109
+1,034,257
| +22% | +$60.8M |
|
516
Toronto Dominion Bank
TD
$130B
| $331M | 0.03% |
5,340,543
-206,589
| -4% | -$12.8M |
|
517
Ingersoll Rand
IR
$31.9B
| $331M | 0.03% |
5,059,993
+386,297
| +8% | +$25.2M |
|
518
Old Dominion Freight Line
ODFL
$30.7B
| $330M | 0.03% |
1,785,116
-17,612
| -1% | -$3.26M |
|
519
Eastman Chemical
EMN
$7.47B
| $330M | 0.03% |
3,938,996
+64,661
| +2% | +$5.41M |
|
520
HSBC
HSBC
$237B
| $329M | 0.03% |
8,301,559
+981,729
| +13% | +$38.9M |
|
521
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $329M | 0.03% |
6,881,654
-300,086
| -4% | -$14.3M |
|
522
Align Technology
ALGN
$9.63B
| $328M | 0.03% |
927,580
-65,981
| -7% | -$23.3M |
|
523
Global Payments
GPN
$20.6B
| $326M | 0.03% |
3,313,812
+198,885
| +6% | +$19.6M |
|
524
CrowdStrike
CRWD
$107B
| $326M | 0.03% |
2,216,558
+141,467
| +7% | +$20.8M |
|
525
Dominion Energy
D
$50.7B
| $325M | 0.03% |
6,279,605
+387,244
| +7% | +$20.1M |
|