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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Procore
PCOR
$10.6B
| $175M | 0.02% |
3,024,813
+2,149,983
| +246% | +$125M |
|
577
Centene
CNC
$15.3B
| $175M | 0.02% |
2,080,587
+57,538
| +3% | +$4.84M |
|
578
DXC Technology
DXC
$2.62B
| $175M | 0.02% |
5,365,926
+360,613
| +7% | +$11.8M |
|
579
Bilibili
BILI
$9.96B
| $174M | 0.02% |
6,798,188
+5,956,502
| +708% | +$152M |
|
580
Tractor Supply
TSCO
$31.3B
| $174M | 0.02% |
3,723,645
+413,025
| +12% | +$19.3M |
|
581
MGM Resorts International
MGM
$9.85B
| $174M | 0.02% |
4,140,961
-465,358
| -10% | -$19.5M |
|
582
HCA Healthcare
HCA
$97.8B
| $173M | 0.02% |
691,053
-47,794
| -6% | -$12M |
|
583
Strategy Inc Common Stock Class A
MSTR
$93.2B
| $173M | 0.02% |
3,559,130
-841,450
| -19% | -$40.9M |
|
584
Tyson Foods
TSN
$19.9B
| $173M | 0.02% |
1,925,548
+397,930
| +26% | +$35.7M |
|
585
Invesco S&P 500 Revenue ETF
RWL
$6.5B
| $172M | 0.02% |
2,134,451
+298,123
| +16% | +$24M |
|
586
BCE
BCE
$22.7B
| $171M | 0.02% |
3,090,242
+346,703
| +13% | +$19.2M |
|
587
PGIM Ultra Short Bond ETF
PULS
$12.4B
| $171M | 0.02% |
3,478,907
-98,916
| -3% | -$4.87M |
|
588
Avis
CAR
$5.56B
| $171M | 0.02% |
649,716
+390,004
| +150% | +$103M |
|
589
Infosys
INFY
$70.5B
| $171M | 0.02% |
6,868,934
-7,006,505
| -50% | -$174M |
|
590
Kroger
KR
$44.7B
| $171M | 0.02% |
2,977,213
-432,827
| -13% | -$24.8M |
|
591
Idexx Laboratories
IDXX
$52.2B
| $171M | 0.02% |
311,705
-126,994
| -29% | -$69.5M |
|
592
Clorox
CLX
$15.4B
| $169M | 0.02% |
1,212,460
-83,716
| -6% | -$11.6M |
|
593
Martin Marietta Materials
MLM
$37.8B
| $168M | 0.02% |
437,493
-478,908
| -52% | -$184M |
|
594
CarGurus
CARG
$3.57B
| $168M | 0.02% |
3,957,798
-3,719
| -0.1% | -$158K |
|
595
Light & Wonder
LNW
$7.39B
| $168M | 0.02% |
2,859,515
-770,200
| -21% | -$45.2M |
|
596
AES
AES
$9.06B
| $167M | 0.02% |
6,508,668
+2,403,606
| +59% | +$61.8M |
|
597
PPG Industries
PPG
$25.2B
| $167M | 0.02% |
1,276,798
-12,299
| -1% | -$1.61M |
|
598
MPLX
MPLX
$51.1B
| $167M | 0.02% |
5,035,211
-511,413
| -9% | -$17M |
|
599
Invesco Large Cap Value ETF
PWV
$1.39B
| $167M | 0.02% |
3,412,792
-287,453
| -8% | -$14.1M |
|
600
Arista Networks
ANET
$178B
| $167M | 0.02% |
4,802,700
-216,064
| -4% | -$7.51M |
|