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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $197M | 0.03% |
2,651,835
+210,712
| +9% | +$15.6M |
|
552
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $196M | 0.03% |
3,237,030
+183,933
| +6% | +$11.1M |
|
553
Exact Sciences
EXAS
$10.4B
| $196M | 0.03% |
1,574,371
+98,577
| +7% | +$12.3M |
|
554
Vanguard Mega Cap Value ETF
MGV
$9.91B
| $195M | 0.03% |
1,961,539
+27,861
| +1% | +$2.78M |
|
555
Plug Power
PLUG
$1.66B
| $195M | 0.03% |
5,715,323
+783,530
| +16% | +$26.8M |
|
556
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $195M | 0.03% |
2,803,068
+97,154
| +4% | +$6.76M |
|
557
DXC Technology
DXC
$2.55B
| $195M | 0.03% |
4,997,417
+11,389
| +0.2% | +$443K |
|
558
Electronic Arts
EA
$42.6B
| $194M | 0.03% |
1,352,220
+230,871
| +21% | +$33.2M |
|
559
Alcoa
AA
$8.01B
| $194M | 0.03% |
5,267,407
+2,621,819
| +99% | +$96.6M |
|
560
Fortinet
FTNT
$60.9B
| $192M | 0.03% |
4,025,525
-632,775
| -14% | -$30.1M |
|
561
Generac Holdings
GNRC
$10.9B
| $192M | 0.03% |
461,422
+199,644
| +76% | +$82.9M |
|
562
Etsy
ETSY
$5.73B
| $191M | 0.03% |
926,785
+562,583
| +154% | +$116M |
|
563
NovoCure
NVCR
$1.37B
| $191M | 0.03% |
859,912
-375,016
| -30% | -$83.2M |
|
564
D.R. Horton
DHI
$52.5B
| $190M | 0.03% |
2,099,241
+291,936
| +16% | +$26.4M |
|
565
iShares US Energy ETF
IYE
$1.16B
| $189M | 0.02% |
6,492,591
+1,666,906
| +35% | +$48.5M |
|
566
Skyworks Solutions
SWKS
$10.9B
| $189M | 0.02% |
984,004
+182,958
| +23% | +$35.1M |
|
567
First Trust Cloud Computing ETF
SKYY
$3.24B
| $189M | 0.02% |
1,779,300
-248,439
| -12% | -$26.3M |
|
|
IS
568
DELISTED
ironSource Ltd.
IS
| $188M | 0.02% |
+17,900,435
| New | +$188M |
|
569
Autodesk
ADSK
$69B
| $188M | 0.02% |
643,701
+198,583
| +45% | +$58M |
|
570
BP
BP
$89.5B
| $188M | 0.02% |
7,106,018
-1,024,624
| -13% | -$27.1M |
|
571
AvalonBay Communities
AVB
$27.4B
| $187M | 0.02% |
898,162
-232,587
| -21% | -$48.5M |
|
572
Ares Capital
ARCC
$15.8B
| $187M | 0.02% |
9,541,063
-465,433
| -5% | -$9.12M |
|
573
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $183M | 0.02% |
3,027,763
+613,203
| +25% | +$37.2M |
|
574
Omnicom Group
OMC
$14.7B
| $182M | 0.02% |
2,279,689
+1,023,155
| +81% | +$81.8M |
|
575
C.H. Robinson
CHRW
$15.1B
| $181M | 0.02% |
1,928,510
+1,178,627
| +157% | +$110M |
|