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 |
Invesco QQQ Trust
QQQ
|
$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.02B |
| 3 |
Oracle
ORCL
|
$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$854M |
| 5 |
S&P Global
SPGI
|
$827M |
Top Sells
| 1 |
Intel
INTC
|
$1.22B |
| 2 |
Constellation Brands
STZ
|
$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$852M |
| 4 |
Carvana
CVNA
|
$805M |
| 5 |
Bank of America
BAC
|
$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
HSBC
HSBC
$227B
| $373M | 0.03% |
6,491,747
-19,360
| -0.3% | -$1.11M |
|
577
Vanguard Mega Cap Value ETF
MGV
$9.81B
| $372M | 0.03% |
2,889,178
+45,362
| +2% | +$5.84M |
|
578
Humana
HUM
$37B
| $371M | 0.03% |
1,403,180
-191,104
| -12% | -$50.6M |
|
579
iShares Russell 3000 ETF
IWV
$16.7B
| $369M | 0.03% |
1,160,653
+24,150
| +2% | +$7.67M |
|
580
Centene
CNC
$14.2B
| $369M | 0.03% |
6,070,371
+108,326
| +2% | +$6.58M |
|
581
Darden Restaurants
DRI
$24.5B
| $367M | 0.03% |
1,768,318
+7,117
| +0.4% | +$1.48M |
|
582
Labcorp
LH
$23.2B
| $367M | 0.03% |
1,575,180
+156,465
| +11% | +$36.4M |
|
583
JD.com
JD
$44.6B
| $364M | 0.03% |
8,849,997
-7,626,657
| -46% | -$314M |
|
584
Roivant Sciences
ROIV
$8.82B
| $363M | 0.03% |
35,926,759
+1,311,686
| +4% | +$13.2M |
|
585
Pool Corp
POOL
$12.4B
| $361M | 0.03% |
1,135,096
+158,272
| +16% | +$50.4M |
|
586
Eastman Chemical
EMN
$7.93B
| $361M | 0.03% |
4,097,120
+251,076
| +7% | +$22.1M |
|
587
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $360M | 0.03% |
9,543,791
+486,787
| +5% | +$18.4M |
|
588
iShares Biotechnology ETF
IBB
$5.8B
| $359M | 0.03% |
2,803,174
-674,423
| -19% | -$86.3M |
|
589
Microchip Technology
MCHP
$35.6B
| $358M | 0.03% |
7,401,088
-2,488,279
| -25% | -$120M |
|
590
Lennar Class A
LEN
$36.7B
| $354M | 0.03% |
3,082,606
-377,493
| -11% | -$43.3M |
|
591
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.2B
| $354M | 0.03% |
9,716,129
+1,572,764
| +19% | +$57.3M |
|
592
Vulcan Materials
VMC
$39B
| $352M | 0.03% |
1,510,789
-45,032
| -3% | -$10.5M |
|
593
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
| $350M | 0.03% |
4,754,827
+276,397
| +6% | +$20.4M |
|
594
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $349M | 0.02% |
3,304,443
-199,648
| -6% | -$21.1M |
|
595
Columbia Sportswear
COLM
$3.09B
| $348M | 0.02% |
4,591,718
+100,033
| +2% | +$7.57M |
|
596
Texas Pacific Land
TPL
$20.4B
| $347M | 0.02% |
262,112
-21,505
| -8% | -$28.5M |
|
597
Toyota
TM
$260B
| $347M | 0.02% |
1,962,867
+103,390
| +6% | +$18.3M |
|
598
PPG Industries
PPG
$24.8B
| $346M | 0.02% |
3,164,590
-129,677
| -4% | -$14.2M |
|
599
MPLX
MPLX
$51.5B
| $346M | 0.02% |
6,455,547
+873,705
| +16% | +$46.8M |
|
600
Brookfield
BN
$99.5B
| $345M | 0.02% |
6,581,069
+13,502
| +0.2% | +$708K |
|