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
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Corteva
CTVA
$49.5B
| $434M | 0.03% |
7,623,170
-146,523
| -2% | -$8.35M |
|
527
iShares TIPS Bond ETF
TIP
$14B
| $432M | 0.03% |
4,055,685
-531,221
| -12% | -$56.6M |
|
528
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.24B
| $432M | 0.03% |
3,190,507
-6,953
| -0.2% | -$941K |
|
529
LyondellBasell Industries
LYB
$17.6B
| $432M | 0.03% |
5,813,999
-129,142
| -2% | -$9.59M |
|
530
Newmont
NEM
$83.2B
| $429M | 0.03% |
11,521,999
-280,691
| -2% | -$10.4M |
|
531
BlackRock US Equity Factor Rotation ETF
DYNF
$22.8B
| $427M | 0.03% |
8,334,962
+888,585
| +12% | +$45.5M |
|
532
Ford
F
$45.7B
| $426M | 0.03% |
42,995,952
-6,270,291
| -13% | -$62.1M |
|
533
Clorox
CLX
$15.4B
| $424M | 0.03% |
2,612,903
+103,807
| +4% | +$16.9M |
|
534
Peloton Interactive
PTON
$3.3B
| $424M | 0.03% |
48,689,385
+7,897,667
| +19% | +$68.7M |
|
535
Fidelity National Information Services
FIS
$36B
| $423M | 0.03% |
5,235,309
-46,141
| -0.9% | -$3.73M |
|
536
Affiliated Managers Group
AMG
$6.57B
| $422M | 0.03% |
2,279,932
-87,581
| -4% | -$16.2M |
|
537
Full Truck Alliance
YMM
$13.8B
| $420M | 0.03% |
38,790,614
+11,143,347
| +40% | +$121M |
|
538
Jones Lang LaSalle
JLL
$14.8B
| $419M | 0.03% |
1,656,049
+16,550
| +1% | +$4.19M |
|
539
Carnival Corp
CCL
$42.8B
| $417M | 0.03% |
16,724,400
+2,302,647
| +16% | +$57.4M |
|
540
Kraft Heinz
KHC
$31.6B
| $417M | 0.03% |
13,567,547
+702,739
| +5% | +$21.6M |
|
541
Waste Connections
WCN
$45.9B
| $411M | 0.03% |
2,394,142
+316,956
| +15% | +$54.4M |
|
542
Royal Bank of Canada
RY
$204B
| $410M | 0.03% |
3,399,233
+40,517
| +1% | +$4.88M |
|
543
Roivant Sciences
ROIV
$8.82B
| $409M | 0.03% |
34,615,073
+4,941,069
| +17% | +$58.5M |
|
544
Veralto
VLTO
$26.5B
| $408M | 0.03% |
4,005,100
+49,403
| +1% | +$5.03M |
|
545
Hartford Financial Services
HIG
$36.7B
| $407M | 0.03% |
3,718,625
+68,299
| +2% | +$7.47M |
|
546
Humana
HUM
$37.3B
| $404M | 0.03% |
1,594,284
+50,559
| +3% | +$12.8M |
|
547
Arch Capital
ACGL
$33.9B
| $404M | 0.03% |
4,376,929
+21,255
| +0.5% | +$1.96M |
|
548
Devon Energy
DVN
$21.9B
| $403M | 0.03% |
12,306,012
+160,980
| +1% | +$5.27M |
|
549
Vanguard Health Care ETF
VHT
$15.8B
| $403M | 0.03% |
1,587,371
-18,810
| -1% | -$4.77M |
|
550
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| $400M | 0.03% |
7,222,074
-761,573
| -10% | -$42.2M |
|