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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Knight Transportation
KNX
$6.76B
| $263M | 0.03% |
5,015,443
+387,501
| +8% | +$20.3M |
|
577
Healthpeak Properties
DOC
$12.5B
| $263M | 0.03% |
10,474,458
+1,713,006
| +20% | +$42.9M |
|
578
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
| $262M | 0.03% |
3,766,976
+1,041,918
| +38% | +$72.5M |
|
579
Pinterest
PINS
$24B
| $260M | 0.03% |
10,709,171
+1,360,075
| +15% | +$33M |
|
580
Vale
VALE
$44.8B
| $259M | 0.03% |
15,286,148
-786,756
| -5% | -$13.4M |
|
581
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $257M | 0.03% |
2,564,686
+1,016,473
| +66% | +$102M |
|
582
Casey's General Stores
CASY
$20B
| $256M | 0.03% |
1,141,475
+926,324
| +431% | +$208M |
|
583
Nasdaq
NDAQ
$54.3B
| $255M | 0.03% |
4,153,694
+775,233
| +23% | +$47.6M |
|
584
Stanley Black & Decker
SWK
$11.9B
| $254M | 0.03% |
3,385,536
+239,650
| +8% | +$18M |
|
585
Church & Dwight Co
CHD
$22.7B
| $254M | 0.03% |
3,148,588
+645,291
| +26% | +$52M |
|
586
Lennar Class A
LEN
$35.4B
| $253M | 0.03% |
2,885,594
+21,771
| +0.8% | +$1.91M |
|
587
Clorox
CLX
$15.1B
| $253M | 0.03% |
1,800,576
+119,164
| +7% | +$16.7M |
|
588
Iron Mountain
IRM
$28.8B
| $252M | 0.03% |
5,063,627
-307,090
| -6% | -$15.3M |
|
589
GFL Environmental
GFL
$17.2B
| $252M | 0.03% |
8,627,294
+1,023,095
| +13% | +$29.9M |
|
590
CenterPoint Energy
CNP
$24.7B
| $252M | 0.03% |
8,407,209
-451,856
| -5% | -$13.6M |
|
591
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $252M | 0.03% |
6,150,037
-1,000,862
| -14% | -$40.9M |
|
|
PARA
592
DELISTED
Paramount Global Class B
PARA
| $251M | 0.03% |
14,893,750
+35,851
| +0.2% | +$605K |
|
593
Vanguard Mega Cap Value ETF
MGV
$9.91B
| $251M | 0.03% |
2,443,739
+90,301
| +4% | +$9.29M |
|
594
Vanguard Russell 1000 Growth ETF
VONG
$31.6B
| $250M | 0.03% |
4,540,471
+339,420
| +8% | +$18.7M |
|
595
Nu Holdings
NU
$74.9B
| $250M | 0.03% |
61,315,907
+10,863,281
| +22% | +$44.2M |
|
596
Invesco S&P 500 GARP ETF
SPGP
$2.72B
| $249M | 0.03% |
3,020,166
+1,032,843
| +52% | +$85.3M |
|
597
Martin Marietta Materials
MLM
$37.2B
| $249M | 0.03% |
737,821
+251,047
| +52% | +$84.8M |
|
|
STOR
598
DELISTED
STORE Capital Corporation
STOR
| $248M | 0.03% |
7,746,769
-4,821,095
| -38% | -$155M |
|
599
Copart
CPRT
$46.9B
| $248M | 0.03% |
8,153,168
+1,126,588
| +16% | +$34.3M |
|
600
Hartford Financial Services
HIG
$36.9B
| $248M | 0.03% |
3,267,354
+290,285
| +10% | +$22M |
|