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
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Toyota
TM
$257B
| $254M | 0.03% |
1,582,915
+43,926
| +3% | +$7.06M |
|
627
Mobileye
MBLY
$11.3B
| $254M | 0.03% |
6,619,419
+5,744,952
| +657% | +$221M |
|
628
CenterPoint Energy
CNP
$24.7B
| $254M | 0.03% |
8,712,066
+845,415
| +11% | +$24.6M |
|
629
ResMed
RMD
$39.6B
| $252M | 0.02% |
1,151,071
+131,319
| +13% | +$28.7M |
|
630
Hyatt Hotels
H
$13.6B
| $249M | 0.02% |
2,170,790
+85,986
| +4% | +$9.85M |
|
631
Iron Mountain
IRM
$28.8B
| $249M | 0.02% |
4,375,104
-488,293
| -10% | -$27.7M |
|
632
Targa Resources
TRGP
$35.2B
| $249M | 0.02% |
3,266,658
+276,637
| +9% | +$21.1M |
|
633
Fortive
FTV
$16.2B
| $249M | 0.02% |
3,324,599
+386,916
| +13% | +$28.9M |
|
634
Quest Diagnostics
DGX
$20.1B
| $248M | 0.02% |
1,763,075
-19,952
| -1% | -$2.8M |
|
635
iShares Silver Trust
SLV
$20.2B
| $247M | 0.02% |
11,816,467
+128,119
| +1% | +$2.68M |
|
636
Darden Restaurants
DRI
$24.7B
| $245M | 0.02% |
1,467,650
-40,804
| -3% | -$6.82M |
|
637
Petrobras
PBR
$82.2B
| $244M | 0.02% |
17,626,261
+8,148,607
| +86% | +$113M |
|
638
Domino's
DPZ
$15.3B
| $242M | 0.02% |
719,527
+25,860
| +4% | +$8.71M |
|
639
Reinsurance Group of America
RGA
$12.7B
| $241M | 0.02% |
1,735,715
+60,146
| +4% | +$8.34M |
|
640
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.11B
| $241M | 0.02% |
8,508,375
+3,354,291
| +65% | +$94.9M |
|
641
Royal Caribbean
RCL
$92.8B
| $240M | 0.02% |
2,309,279
-112,114
| -5% | -$11.6M |
|
642
Ventas
VTR
$31.5B
| $238M | 0.02% |
5,025,459
+325,099
| +7% | +$15.4M |
|
643
Pultegroup
PHM
$26.7B
| $237M | 0.02% |
3,053,924
-395,641
| -11% | -$30.7M |
|
644
Live Nation Entertainment
LYV
$39.6B
| $236M | 0.02% |
2,589,987
+857,953
| +50% | +$78.2M |
|
645
Suncor Energy
SU
$51.3B
| $236M | 0.02% |
8,040,693
-4,302,328
| -35% | -$126M |
|
646
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $236M | 0.02% |
1,633,144
-138,377
| -8% | -$20M |
|
647
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.91B
| $235M | 0.02% |
1,441,838
+276,939
| +24% | +$45.1M |
|
648
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $235M | 0.02% |
5,603,732
-71,675
| -1% | -$3M |
|
649
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $235M | 0.02% |
2,817,694
+753,204
| +36% | +$62.7M |
|
650
Baxter International
BAX
$12.3B
| $234M | 0.02% |
5,138,618
-7,883,701
| -61% | -$359M |
|