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 | |
|---|---|---|---|---|---|---|
526
Burlington
BURL
$17.6B
| $325M | 0.03% |
2,066,051
+490,635
| +31% | +$77.2M |
|
527
Church & Dwight Co
CHD
$22.7B
| $324M | 0.03% |
3,230,892
+217,626
| +7% | +$21.8M |
|
528
Wabtec
WAB
$32.4B
| $322M | 0.03% |
2,939,138
+99,953
| +4% | +$11M |
|
529
EastGroup Properties
EGP
$8.72B
| $322M | 0.03% |
1,855,811
-130,825
| -7% | -$22.7M |
|
530
Kirby Corp
KEX
$4.85B
| $321M | 0.03% |
4,174,690
-20,943
| -0.5% | -$1.61M |
|
531
FirstEnergy
FE
$25B
| $321M | 0.03% |
8,248,823
+125,647
| +2% | +$4.89M |
|
532
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $321M | 0.03% |
5,046,148
+43,441
| +0.9% | +$2.76M |
|
533
Mettler-Toledo International
MTD
$25.8B
| $320M | 0.03% |
243,862
+16,301
| +7% | +$21.4M |
|
534
VanEck Gold Miners ETF
GDX
$20.6B
| $320M | 0.03% |
10,613,028
+57,176
| +0.5% | +$1.72M |
|
535
Aptiv
APTV
$17.8B
| $318M | 0.03% |
3,115,234
-784,775
| -20% | -$80.1M |
|
536
Albemarle
ALB
$8.63B
| $318M | 0.03% |
1,424,456
+63,331
| +5% | +$14.1M |
|
537
Hilton Worldwide
HLT
$64.2B
| $317M | 0.03% |
2,180,272
+265,864
| +14% | +$38.7M |
|
538
MGM Resorts International
MGM
$9.79B
| $316M | 0.03% |
7,201,773
+208,653
| +3% | +$9.16M |
|
539
Nordson
NDSN
$12.6B
| $316M | 0.03% |
1,274,130
+38,590
| +3% | +$9.58M |
|
540
Huntington Ingalls Industries
HII
$10.7B
| $316M | 0.03% |
1,388,397
+159,599
| +13% | +$36.3M |
|
541
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $315M | 0.03% |
7,302,572
+86,287
| +1% | +$3.73M |
|
542
10x Genomics
TXG
$1.57B
| $315M | 0.03% |
5,648,085
-4,872,606
| -46% | -$272M |
|
543
iShares US Real Estate ETF
IYR
$3.6B
| $315M | 0.03% |
3,640,986
-1,381,010
| -27% | -$120M |
|
544
Carnival Corp
CCL
$42.5B
| $314M | 0.03% |
16,673,641
+961,050
| +6% | +$18.1M |
|
545
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $313M | 0.03% |
5,125,710
+16,039
| +0.3% | +$979K |
|
546
AvalonBay Communities
AVB
$27.4B
| $313M | 0.03% |
1,651,124
-366,954
| -18% | -$69.5M |
|
547
TransUnion
TRU
$17.5B
| $312M | 0.03% |
3,980,766
+392,259
| +11% | +$30.7M |
|
548
Dover
DOV
$24.1B
| $311M | 0.03% |
2,107,716
+62,904
| +3% | +$9.29M |
|
549
iShares Core High Dividend ETF
HDV
$11.6B
| $310M | 0.03% |
3,079,863
-18,579
| -0.6% | -$1.87M |
|
|
WBA
550
DELISTED
Walgreens Boots Alliance
WBA
| $310M | 0.03% |
10,864,143
-827,857
| -7% | -$23.6M |
|