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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Blackbaud
BLKB
$3.33B
| $301M | 0.03% |
4,280,633
+72,071
| +2% | +$5.07M |
|
552
Manhattan Associates
MANH
$12.8B
| $301M | 0.03% |
1,522,444
+13,303
| +0.9% | +$2.63M |
|
|
ANSS
553
DELISTED
Ansys
ANSS
| $301M | 0.03% |
1,010,937
+154,325
| +18% | +$45.9M |
|
554
HP
HPQ
$26.5B
| $300M | 0.03% |
11,691,145
-290,422
| -2% | -$7.46M |
|
555
iShares Russell 3000 ETF
IWV
$16.8B
| $300M | 0.03% |
1,222,269
+177,372
| +17% | +$43.5M |
|
556
VanEck Gold Miners ETF
GDX
$20.6B
| $298M | 0.03% |
11,073,715
+460,687
| +4% | +$12.4M |
|
557
KE Holdings
BEKE
$23.5B
| $298M | 0.03% |
19,200,460
-485,733
| -2% | -$7.54M |
|
558
CMS Energy
CMS
$21.3B
| $297M | 0.03% |
5,592,469
-74,640
| -1% | -$3.96M |
|
559
Mettler-Toledo International
MTD
$25.8B
| $296M | 0.03% |
267,167
+23,305
| +10% | +$25.8M |
|
560
State Street
STT
$31.4B
| $296M | 0.03% |
4,418,641
-739,722
| -14% | -$49.5M |
|
561
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $292M | 0.03% |
3,307,562
+489,868
| +17% | +$43.2M |
|
562
Toyota
TM
$257B
| $292M | 0.03% |
1,623,169
+40,254
| +3% | +$7.24M |
|
563
SBA Communications
SBAC
$20.8B
| $289M | 0.03% |
1,443,828
-575,403
| -28% | -$115M |
|
564
iShares US Home Construction ETF
ITB
$3.24B
| $288M | 0.03% |
3,673,796
+2,162,171
| +143% | +$170M |
|
565
Quanta Services
PWR
$58.1B
| $288M | 0.03% |
1,539,987
+49,602
| +3% | +$9.28M |
|
566
Invitation Homes
INVH
$18.4B
| $285M | 0.03% |
8,993,919
+1,466,330
| +19% | +$46.5M |
|
567
Rio Tinto
RIO
$101B
| $284M | 0.03% |
4,464,344
+118,706
| +3% | +$7.55M |
|
568
AvalonBay Communities
AVB
$27.4B
| $284M | 0.03% |
1,653,172
+2,048
| +0.1% | +$352K |
|
569
iShares MSCI Brazil ETF
EWZ
$5.5B
| $284M | 0.03% |
9,253,730
+2,428,079
| +36% | +$74.5M |
|
570
Dover
DOV
$24.1B
| $283M | 0.03% |
2,029,747
-77,969
| -4% | -$10.9M |
|
571
Baidu
BIDU
$37B
| $283M | 0.03% |
2,104,879
-1,178,680
| -36% | -$158M |
|
572
West Pharmaceutical
WST
$18.4B
| $282M | 0.03% |
750,306
+60,927
| +9% | +$22.9M |
|
573
BJs Wholesale Club
BJ
$12.8B
| $281M | 0.03% |
3,940,441
+369,317
| +10% | +$26.4M |
|
574
Steel Dynamics
STLD
$19.5B
| $280M | 0.03% |
2,612,430
+19,833
| +0.8% | +$2.13M |
|
|
WBA
575
DELISTED
Walgreens Boots Alliance
WBA
| $280M | 0.03% |
12,584,371
+1,720,228
| +16% | +$38.3M |
|