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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Vale
VALE
$44.8B
| $162M | 0.02% |
7,110,420
-4,864,040
| -41% | -$111M |
|
627
Criteo
CRTO
$1.18B
| $162M | 0.02% |
3,581,470
-440,974
| -11% | -$19.9M |
|
628
UDR
UDR
$12.7B
| $161M | 0.02% |
3,295,646
+1,557,796
| +90% | +$76.3M |
|
629
NetApp
NTAP
$24.7B
| $161M | 0.02% |
1,967,671
+1,013,259
| +106% | +$82.9M |
|
630
MGM Resorts International
MGM
$9.79B
| $161M | 0.02% |
3,768,807
+12,171
| +0.3% | +$519K |
|
631
iShares Russell 3000 ETF
IWV
$16.8B
| $160M | 0.02% |
625,373
+23,454
| +4% | +$6M |
|
632
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
| $160M | 0.02% |
1,825,175
+135,976
| +8% | +$11.9M |
|
633
Gabelli Dividend & Income Trust
GDV
$2.39B
| $159M | 0.02% |
6,055,926
+27,605
| +0.5% | +$726K |
|
634
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
| $159M | 0.02% |
3,484,031
+112,150
| +3% | +$5.12M |
|
635
VF Corp
VFC
$5.85B
| $158M | 0.02% |
1,931,169
-378,214
| -16% | -$31M |
|
636
ResMed
RMD
$39.6B
| $158M | 0.02% |
641,816
+180,341
| +39% | +$44.5M |
|
637
Consolidated Edison
ED
$35B
| $158M | 0.02% |
2,196,661
+921,807
| +72% | +$66.1M |
|
638
MPLX
MPLX
$50.8B
| $155M | 0.02% |
5,238,182
-248,664
| -5% | -$7.36M |
|
639
Ulta Beauty
ULTA
$23.1B
| $153M | 0.02% |
443,425
+37,429
| +9% | +$12.9M |
|
640
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.86B
| $153M | 0.02% |
2,592,034
+71,373
| +3% | +$4.21M |
|
641
Ventas
VTR
$31.5B
| $152M | 0.02% |
2,668,444
+691,046
| +35% | +$39.5M |
|
642
Vroom, Inc. Common Stock
VRM
$131M
| $152M | 0.02% |
45,381
-3,350
| -7% | -$11.2M |
|
|
JOBS
643
DELISTED
51job, Inc.
JOBS
| $152M | 0.02% |
1,953,032
+60,554
| +3% | +$4.71M |
|
644
New Oriental
EDU
$9.04B
| $151M | 0.02% |
1,846,615
+586,323
| +47% | +$48M |
|
645
Old Dominion Freight Line
ODFL
$30.7B
| $151M | 0.02% |
1,186,818
+468,784
| +65% | +$59.5M |
|
646
Futu Holdings
FUTU
$25.3B
| $150M | 0.02% |
838,567
+324,434
| +63% | +$58.1M |
|
647
Bilibili
BILI
$10.2B
| $150M | 0.02% |
1,232,132
-35,628
| -3% | -$4.34M |
|
648
First Trust Managed Municipal ETF
FMB
$1.89B
| $150M | 0.02% |
2,611,514
+112,159
| +4% | +$6.42M |
|
649
Vanguard Communication Services ETF
VOX
$5.82B
| $149M | 0.02% |
1,036,842
-114,653
| -10% | -$16.5M |
|
650
Carnival Corp
CCL
$42.5B
| $149M | 0.02% |
5,653,289
+1,518,820
| +37% | +$40M |
|