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 | |
|---|---|---|---|---|---|---|
576
Zimmer Biomet
ZBH
$20.3B
| $278M | 0.03% |
2,478,691
-807,806
| -25% | -$90.7M |
|
577
eBay
EBAY
$41.7B
| $278M | 0.03% |
6,308,302
-39,065
| -0.6% | -$1.72M |
|
578
Fifth Third Bancorp
FITB
$30.1B
| $278M | 0.03% |
10,966,711
-123,944
| -1% | -$3.14M |
|
579
Hewlett Packard
HPE
$32.2B
| $276M | 0.03% |
15,879,051
+634,727
| +4% | +$11M |
|
580
Wayfair
W
$11.3B
| $275M | 0.03% |
4,546,776
-12,586
| -0.3% | -$762K |
|
581
UBS Group
UBS
$127B
| $275M | 0.03% |
11,168,903
+389,244
| +4% | +$9.59M |
|
582
Graco
GGG
$14.1B
| $275M | 0.03% |
3,774,796
-201,779
| -5% | -$14.7M |
|
583
GSK
GSK
$81.5B
| $274M | 0.03% |
7,551,555
+156,480
| +2% | +$5.67M |
|
584
argenx
ARGX
$46.7B
| $273M | 0.03% |
554,910
-1,522
| -0.3% | -$748K |
|
585
FirstEnergy
FE
$25B
| $272M | 0.03% |
7,968,309
-280,514
| -3% | -$9.59M |
|
586
Cboe Global Markets
CBOE
$24.5B
| $272M | 0.03% |
1,742,946
+342,505
| +24% | +$53.5M |
|
587
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $272M | 0.03% |
4,811,058
+179,178
| +4% | +$10.1M |
|
588
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $271M | 0.03% |
4,381,182
+95,433
| +2% | +$5.91M |
|
589
iShares Semiconductor ETF
SOXX
$13.9B
| $271M | 0.03% |
1,714,518
+31,803
| +2% | +$5.02M |
|
590
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $271M | 0.03% |
5,852,538
-168,037
| -3% | -$7.77M |
|
|
VMW
591
DELISTED
VMware, Inc
VMW
| $270M | 0.03% |
1,624,057
+258,053
| +19% | +$43M |
|
592
JD.com
JD
$47.2B
| $270M | 0.03% |
9,277,951
+1,265,995
| +16% | +$36.9M |
|
593
WEC Energy
WEC
$35.2B
| $270M | 0.03% |
3,354,181
+44,797
| +1% | +$3.61M |
|
594
Paycom
PAYC
$12.4B
| $270M | 0.03% |
1,040,458
-44,386
| -4% | -$11.5M |
|
595
Vanguard Mega Cap Value ETF
MGV
$9.91B
| $269M | 0.03% |
2,656,447
+186,705
| +8% | +$18.9M |
|
596
Vulcan Materials
VMC
$38.9B
| $269M | 0.03% |
1,330,004
+55,992
| +4% | +$11.3M |
|
597
EastGroup Properties
EGP
$8.72B
| $268M | 0.03% |
1,611,784
-244,027
| -13% | -$40.6M |
|
598
Albemarle
ALB
$8.63B
| $267M | 0.03% |
1,570,906
+146,450
| +10% | +$24.9M |
|
599
BHP
BHP
$135B
| $267M | 0.03% |
4,695,563
+126,643
| +3% | +$7.2M |
|
600
Sea Limited
SE
$114B
| $267M | 0.03% |
6,069,772
+1,385,007
| +30% | +$60.9M |
|