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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
United Airlines
UAL
$34.2B
| $136M | 0.02% |
2,368,849
+685,285
| +41% | +$39.4M |
|
627
Zimmer Biomet
ZBH
$20.6B
| $136M | 0.02% |
876,647
+176,091
| +25% | +$27.4M |
|
628
Invesco Senior Loan ETF
BKLN
$6.88B
| $136M | 0.02% |
6,150,780
+1,178,456
| +24% | +$26.1M |
|
629
Bilibili
BILI
$9.96B
| $136M | 0.02% |
1,267,760
+566,014
| +81% | +$60.6M |
|
630
Alexandria Real Estate Equities
ARE
$14.3B
| $136M | 0.02% |
825,682
+208,514
| +34% | +$34.3M |
|
631
Petrobras
PBR
$79.5B
| $134M | 0.02% |
15,759,416
+2,572,866
| +20% | +$21.8M |
|
632
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.24B
| $134M | 0.02% |
6,381,363
+5,177,746
| +430% | +$108M |
|
|
GRUB
633
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $134M | 0.02% |
1,113,524
+401,923
| +56% | +$48.2M |
|
634
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
| $133M | 0.02% |
3,672,756
-77,882
| -2% | -$2.83M |
|
635
AB InBev
BUD
$116B
| $133M | 0.02% |
2,120,902
+47,292
| +2% | +$2.97M |
|
636
Aon
AON
$79B
| $133M | 0.02% |
578,784
-138,103
| -19% | -$31.8M |
|
637
Hershey
HSY
$38B
| $133M | 0.02% |
839,273
-29,889
| -3% | -$4.73M |
|
638
Affirm
AFRM
$28.8B
| $132M | 0.02% |
+1,860,242
| New | +$132M |
|
639
KeyCorp
KEY
$20.9B
| $131M | 0.02% |
6,557,015
+1,101,006
| +20% | +$22M |
|
|
SJR
640
DELISTED
Shaw Communications Inc.
SJR
| $131M | 0.02% |
4,995,614
+2,001,694
| +67% | +$52.5M |
|
641
Telus
TU
$25B
| $131M | 0.02% |
6,569,837
+3,211,284
| +96% | +$64M |
|
642
Vanguard Total International Bond ETF
BNDX
$68.4B
| $131M | 0.02% |
2,288,888
-172,657
| -7% | -$9.86M |
|
643
Starwood Property Trust
STWD
$7.57B
| $131M | 0.02% |
5,283,769
-655,585
| -11% | -$16.2M |
|
644
iShares MSCI South Korea ETF
EWY
$5.32B
| $130M | 0.02% |
1,448,918
+331,483
| +30% | +$29.7M |
|
645
Dave & Buster's
PLAY
$771M
| $130M | 0.02% |
2,712,717
-458,829
| -14% | -$22M |
|
646
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $130M | 0.02% |
4,140,305
+2,286,392
| +123% | +$71.6M |
|
647
Occidental Petroleum
OXY
$44.4B
| $129M | 0.02% |
4,858,809
-2,052,525
| -30% | -$54.6M |
|
648
TE Connectivity
TEL
$61.7B
| $129M | 0.02% |
1,000,326
+30,259
| +3% | +$3.91M |
|
649
International Paper
IP
$24.8B
| $129M | 0.02% |
2,517,292
-124,155
| -5% | -$6.36M |
|
650
Centene
CNC
$15.3B
| $127M | 0.02% |
1,991,298
+430,958
| +28% | +$27.5M |
|