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
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Toronto Dominion Bank
TD
$128B
| $348M | 0.03% |
5,496,269
-3,779,590
| -41% | -$239M |
|
602
SPDR Gold MiniShares Trust
GLDM
$17.8B
| $346M | 0.03% |
6,628,887
+280,833
| +4% | +$14.6M |
|
603
Roivant Sciences
ROIV
$8.82B
| $342M | 0.02% |
29,674,004
+343,865
| +1% | +$3.97M |
|
604
Kirby Corp
KEX
$4.98B
| $342M | 0.02% |
2,796,353
-4,172
| -0.1% | -$511K |
|
605
Thomson Reuters
TRI
$78.2B
| $342M | 0.02% |
2,002,361
+102,319
| +5% | +$17.5M |
|
606
WEC Energy
WEC
$34.6B
| $338M | 0.02% |
3,516,035
-109,833
| -3% | -$10.6M |
|
607
Axon Enterprise
AXON
$58.1B
| $337M | 0.02% |
843,880
+35,215
| +4% | +$14.1M |
|
608
Graco
GGG
$14.2B
| $333M | 0.02% |
3,807,588
-232,466
| -6% | -$20.3M |
|
609
Brookfield
BN
$99.7B
| $332M | 0.02% |
6,250,960
-2,568,431
| -29% | -$137M |
|
610
Dollar General
DG
$23.9B
| $331M | 0.02% |
3,911,116
-59,098
| -1% | -$5M |
|
611
Toyota
TM
$264B
| $331M | 0.02% |
1,852,155
-15,898
| -0.9% | -$2.84M |
|
612
Omnicom Group
OMC
$15.3B
| $329M | 0.02% |
3,184,263
+306,714
| +11% | +$31.7M |
|
613
Cameco
CCJ
$33.6B
| $329M | 0.02% |
6,883,151
-19,768
| -0.3% | -$944K |
|
614
Canadian Pacific Kansas City
CP
$69.9B
| $328M | 0.02% |
3,836,966
-1,474,293
| -28% | -$126M |
|
615
iShares S&P 100 ETF
OEF
$22.3B
| $328M | 0.02% |
1,184,149
-45,842
| -4% | -$12.7M |
|
616
GSK
GSK
$80.6B
| $325M | 0.02% |
7,953,833
-2,154,686
| -21% | -$88.1M |
|
617
Best Buy
BBY
$16.3B
| $323M | 0.02% |
3,127,992
+30,494
| +1% | +$3.15M |
|
618
Take-Two Interactive
TTWO
$45.9B
| $321M | 0.02% |
2,086,535
+101,374
| +5% | +$15.6M |
|
619
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $316M | 0.02% |
2,983,982
-338,614
| -10% | -$35.9M |
|
620
Hyatt Hotels
H
$13.9B
| $316M | 0.02% |
2,072,937
-21,999
| -1% | -$3.35M |
|
621
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.15B
| $314M | 0.02% |
7,137,874
+343,422
| +5% | +$15.1M |
|
622
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $313M | 0.02% |
4,264,779
+232,834
| +6% | +$17.1M |
|
623
Garmin
GRMN
$46.1B
| $313M | 0.02% |
1,776,953
-24,704
| -1% | -$4.35M |
|
624
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $312M | 0.02% |
6,993,062
+1,214,370
| +21% | +$54.2M |
|
625
Diageo
DEO
$59.1B
| $312M | 0.02% |
2,225,380
-759,915
| -25% | -$107M |
|