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
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Weyerhaeuser
WY
$18.7B
| $184M | 0.02% |
4,475,862
+137,935
| +3% | +$5.68M |
|
602
Church & Dwight Co
CHD
$23.1B
| $184M | 0.02% |
1,793,353
+369,469
| +26% | +$37.9M |
|
603
Sanofi
SNY
$116B
| $183M | 0.02% |
3,649,953
+1,334,648
| +58% | +$66.9M |
|
604
Cheniere Energy
LNG
$51.3B
| $183M | 0.02% |
1,802,342
-196,571
| -10% | -$19.9M |
|
605
SPDR S&P Bank ETF
KBE
$1.55B
| $182M | 0.02% |
3,328,851
-929,973
| -22% | -$50.7M |
|
606
Alnylam Pharmaceuticals
ALNY
$63.2B
| $181M | 0.02% |
1,065,689
-815,190
| -43% | -$138M |
|
607
Invesco Large Cap Value ETF
PWV
$1.39B
| $180M | 0.02% |
3,700,245
-73,755
| -2% | -$3.6M |
|
608
Arista Networks
ANET
$178B
| $180M | 0.02% |
5,018,764
-710,116
| -12% | -$25.5M |
|
609
Intellia Therapeutics
NTLA
$1.28B
| $180M | 0.02% |
1,523,253
+377,214
| +33% | +$44.6M |
|
610
Cintas
CTAS
$81.7B
| $180M | 0.02% |
1,625,584
+133,180
| +9% | +$14.8M |
|
611
Ross Stores
ROST
$49.6B
| $179M | 0.02% |
1,567,846
+24,745
| +2% | +$2.83M |
|
612
BP
BP
$87.8B
| $177M | 0.02% |
6,664,984
+527,836
| +9% | +$14.1M |
|
613
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.86B
| $177M | 0.02% |
2,840,812
+143,248
| +5% | +$8.94M |
|
|
JNPR
614
DELISTED
Juniper Networks
JNPR
| $177M | 0.02% |
4,962,671
+3,339,717
| +206% | +$119M |
|
615
PGIM Ultra Short Bond ETF
PULS
$12.4B
| $177M | 0.02% |
3,577,823
+696,954
| +24% | +$34.5M |
|
616
Nasdaq
NDAQ
$54.4B
| $177M | 0.02% |
2,527,215
+564,132
| +29% | +$39.5M |
|
617
Teladoc Health
TDOC
$1.38B
| $176M | 0.02% |
1,919,507
-919,611
| -32% | -$84.4M |
|
618
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.15B
| $175M | 0.02% |
4,046,543
+593,732
| +17% | +$25.7M |
|
619
Healthpeak Properties
DOC
$12.7B
| $174M | 0.02% |
4,822,583
-673,847
| -12% | -$24.3M |
|
620
Microchip Technology
MCHP
$35.2B
| $174M | 0.02% |
1,998,505
+307,169
| +18% | +$26.7M |
|
621
Li Auto
LI
$24.5B
| $173M | 0.02% |
5,400,740
+2,815,641
| +109% | +$90.4M |
|
622
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
| $172M | 0.02% |
1,573,828
+381,561
| +32% | +$41.7M |
|
623
Otis Worldwide
OTIS
$34.3B
| $172M | 0.02% |
1,975,238
-739,154
| -27% | -$64.4M |
|
624
Align Technology
ALGN
$9.85B
| $171M | 0.02% |
260,445
-12,010
| -4% | -$7.89M |
|
625
TE Connectivity
TEL
$61.4B
| $171M | 0.02% |
1,059,740
-156,417
| -13% | -$25.2M |
|