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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares Core High Dividend ETF
HDV
$11.5B
| $354M | 0.02% |
3,153,213
+18,812
| +0.6% | +$2.11M |
|
602
Halliburton
HAL
$18.5B
| $351M | 0.02% |
12,917,592
+662,645
| +5% | +$18M |
|
603
Eastman Chemical
EMN
$7.91B
| $351M | 0.02% |
3,846,044
+340,073
| +10% | +$31.1M |
|
604
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
| $348M | 0.02% |
6,970,411
+1,286,326
| +23% | +$64.3M |
|
605
Invitation Homes
INVH
$18.5B
| $346M | 0.02% |
10,833,625
+202,670
| +2% | +$6.48M |
|
606
White Mountains Insurance
WTM
$4.55B
| $346M | 0.02% |
177,691
-1,346
| -0.8% | -$2.62M |
|
607
New Oriental
EDU
$8.51B
| $344M | 0.02% |
5,359,338
-1,265,094
| -19% | -$81.2M |
|
608
Pultegroup
PHM
$27.9B
| $344M | 0.02% |
3,157,974
+147,867
| +5% | +$16.1M |
|
609
Sumitomo Mitsui Financial
SMFG
$107B
| $343M | 0.02% |
23,697,823
+7,381,603
| +45% | +$107M |
|
610
Bio-Techne
TECH
$8.42B
| $343M | 0.02% |
4,758,525
+100,934
| +2% | +$7.27M |
|
611
United Airlines
UAL
$34.2B
| $342M | 0.02% |
3,522,594
-820,812
| -19% | -$79.7M |
|
612
Revvity
RVTY
$10B
| $342M | 0.02% |
3,060,281
+215,174
| +8% | +$24M |
|
613
Cameco
CCJ
$33.7B
| $341M | 0.02% |
6,632,383
-250,768
| -4% | -$12.9M |
|
614
FirstEnergy
FE
$25B
| $339M | 0.02% |
8,528,514
+260,574
| +3% | +$10.4M |
|
615
Packaging Corp of America
PKG
$19.4B
| $339M | 0.02% |
1,505,806
+214,786
| +17% | +$48.4M |
|
616
Insulet
PODD
$24.6B
| $339M | 0.02% |
1,297,784
+88,564
| +7% | +$23.1M |
|
617
West Pharmaceutical
WST
$18.2B
| $338M | 0.02% |
1,033,171
+61,686
| +6% | +$20.2M |
|
618
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $337M | 0.02% |
1,433,550
+45,056
| +3% | +$10.6M |
|
|
ANSS
619
DELISTED
Ansys
ANSS
| $336M | 0.02% |
996,111
+52,719
| +6% | +$17.8M |
|
620
LPL Financial
LPLA
$27.2B
| $336M | 0.02% |
1,027,846
+156,998
| +18% | +$51.3M |
|
621
Avantis US Small Cap Value ETF
AVUV
$18.3B
| $334M | 0.02% |
3,463,863
+306,617
| +10% | +$29.6M |
|
622
Pool Corp
POOL
$12.5B
| $333M | 0.02% |
976,824
-2,472
| -0.3% | -$843K |
|
623
Williams-Sonoma
WSM
$24.8B
| $332M | 0.02% |
1,794,730
+594,782
| +50% | +$110M |
|
624
WEC Energy
WEC
$34.6B
| $331M | 0.02% |
3,514,541
-1,494
| -0% | -$140K |
|
625
Darden Restaurants
DRI
$24.6B
| $329M | 0.02% |
1,761,201
+4,127
| +0.2% | +$770K |
|