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 |
Apple
AAPL
|
$1.91B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 3 |
Broadcom
AVGO
|
$1.33B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.08B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Light & Wonder
LNW
$7.51B
| $303M | 0.02% |
2,885,097
-313,258
| -10% | -$32.9M |
|
627
FirstEnergy
FE
$25B
| $301M | 0.02% |
7,874,046
-53,762
| -0.7% | -$2.06M |
|
628
MPLX
MPLX
$51B
| $300M | 0.02% |
7,047,909
-1,425,571
| -17% | -$60.7M |
|
629
Revvity
RVTY
$10B
| $299M | 0.02% |
2,851,416
+35,140
| +1% | +$3.68M |
|
630
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.35B
| $299M | 0.02% |
6,551,018
+1,408,664
| +27% | +$64.2M |
|
631
BHP
BHP
$137B
| $297M | 0.02% |
5,197,155
+302,837
| +6% | +$17.3M |
|
632
Zebra Technologies
ZBRA
$16.1B
| $297M | 0.02% |
960,083
-14,029
| -1% | -$4.33M |
|
633
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.36B
| $296M | 0.02% |
1,443,275
-164,866
| -10% | -$33.8M |
|
634
UBS Group
UBS
$129B
| $296M | 0.02% |
10,009,640
-1,502,256
| -13% | -$44.4M |
|
|
EDR
635
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $295M | 0.02% |
10,903,144
-542,080
| -5% | -$14.7M |
|
636
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.14B
| $294M | 0.02% |
6,794,452
+204,950
| +3% | +$8.88M |
|
637
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $294M | 0.02% |
4,623,945
+1,400,762
| +43% | +$89M |
|
638
Garmin
GRMN
$46.1B
| $294M | 0.02% |
1,801,657
-132,732
| -7% | -$21.6M |
|
639
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $293M | 0.02% |
1,365,200
+139,170
| +11% | +$29.9M |
|
640
Genuine Parts
GPC
$19.5B
| $293M | 0.02% |
2,115,317
-20,774
| -1% | -$2.87M |
|
641
SPDR Gold MiniShares Trust
GLDM
$17.9B
| $293M | 0.02% |
6,348,054
+465,605
| +8% | +$21.5M |
|
642
Pool Corp
POOL
$12.4B
| $292M | 0.02% |
951,696
+64,438
| +7% | +$19.8M |
|
643
Kenvue
KVUE
$35.4B
| $292M | 0.02% |
16,045,707
-760,670
| -5% | -$13.8M |
|
644
Carnival Corp
CCL
$43.1B
| $291M | 0.02% |
15,533,612
+496,384
| +3% | +$9.29M |
|
645
State Street
STT
$31.9B
| $290M | 0.02% |
3,913,753
-54,689
| -1% | -$4.05M |
|
646
VICI Properties
VICI
$35.4B
| $288M | 0.02% |
10,061,598
+207,016
| +2% | +$5.93M |
|
647
Watsco
WSO
$16.6B
| $288M | 0.02% |
622,033
+335,818
| +117% | +$156M |
|
648
Reinsurance Group of America
RGA
$12.7B
| $285M | 0.02% |
1,389,353
-99,195
| -7% | -$20.4M |
|
649
WEC Energy
WEC
$34.5B
| $284M | 0.02% |
3,625,868
+69,186
| +2% | +$5.43M |
|
650
Nasdaq
NDAQ
$53.9B
| $284M | 0.02% |
4,715,253
+534,005
| +13% | +$32.2M |
|