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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Knight Transportation
KNX
$6.76B
| $237M | 0.03% |
5,118,438
+117,063
| +2% | +$5.42M |
|
527
NetEase
NTES
$92.3B
| $236M | 0.03% |
2,530,126
+276,476
| +12% | +$25.8M |
|
528
TE Connectivity
TEL
$62.2B
| $236M | 0.03% |
2,087,299
+629,140
| +43% | +$71.2M |
|
529
Healthpeak Properties
DOC
$12.5B
| $236M | 0.03% |
9,113,035
+3,151,311
| +53% | +$81.7M |
|
530
W.W. Grainger
GWW
$47.5B
| $236M | 0.03% |
519,362
+299,505
| +136% | +$136M |
|
531
VICI Properties
VICI
$35.3B
| $236M | 0.03% |
7,914,329
+3,223,984
| +69% | +$96M |
|
532
SAP
SAP
$303B
| $235M | 0.03% |
2,591,059
+1,815,284
| +234% | +$165M |
|
533
PPG Industries
PPG
$24.6B
| $234M | 0.03% |
2,045,728
+768,930
| +60% | +$87.9M |
|
534
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $233M | 0.03% |
3,809,143
+1,317,035
| +53% | +$80.5M |
|
535
iShares MSCI Brazil ETF
EWZ
$5.5B
| $233M | 0.03% |
8,504,514
+589,540
| +7% | +$16.1M |
|
536
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
| $229M | 0.03% |
4,239,115
-1,277,655
| -23% | -$68.9M |
|
537
iShares Russell 3000 ETF
IWV
$16.8B
| $228M | 0.03% |
1,050,000
+163,224
| +18% | +$35.5M |
|
538
Iron Mountain
IRM
$28.8B
| $228M | 0.03% |
4,675,379
+625,431
| +15% | +$30.5M |
|
539
CrowdStrike
CRWD
$107B
| $227M | 0.03% |
1,349,343
+357,335
| +36% | +$60.2M |
|
540
Toyota
TM
$257B
| $227M | 0.03% |
1,471,868
+1,056,761
| +255% | +$163M |
|
541
Verisk Analytics
VRSK
$36.7B
| $225M | 0.03% |
1,302,341
+659,903
| +103% | +$114M |
|
542
Cardinal Health
CAH
$35.6B
| $225M | 0.03% |
4,310,919
+2,104,125
| +95% | +$110M |
|
543
Crown Holdings
CCK
$11B
| $225M | 0.03% |
2,441,840
-734,538
| -23% | -$67.7M |
|
544
Invitation Homes
INVH
$18.4B
| $225M | 0.03% |
6,320,823
+474,284
| +8% | +$16.9M |
|
545
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $225M | 0.03% |
4,534,501
-186,051
| -4% | -$9.22M |
|
546
iShares US Medical Devices ETF
IHI
$4.24B
| $223M | 0.03% |
4,425,116
+367,486
| +9% | +$18.5M |
|
547
Weyerhaeuser
WY
$18.1B
| $220M | 0.03% |
6,647,548
-212,624
| -3% | -$7.04M |
|
548
Steris
STE
$24B
| $220M | 0.03% |
1,067,938
+290,638
| +37% | +$59.9M |
|
549
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $220M | 0.03% |
5,072,426
+2,638,709
| +108% | +$115M |
|
550
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $220M | 0.03% |
8,261,960
-1,212,588
| -13% | -$32.3M |
|