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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Datadog
DDOG
$49B
| $311M | 0.02% |
2,704,584
-1,371,555
| -34% | -$158M |
|
627
FMC
FMC
$4.73B
| $311M | 0.02% |
4,714,137
+37,004
| +0.8% | +$2.44M |
|
628
PG&E
PCG
$32.9B
| $310M | 0.02% |
15,680,960
+10,238
| +0.1% | +$202K |
|
629
Kinsale Capital Group
KNSL
$10.5B
| $310M | 0.02% |
665,032
+115,422
| +21% | +$53.7M |
|
630
UBS Group
UBS
$128B
| $309M | 0.02% |
10,005,794
-3,846
| -0% | -$119K |
|
631
Applovin
APP
$189B
| $309M | 0.02% |
2,365,474
-99,163
| -4% | -$12.9M |
|
632
Suncor Energy
SU
$49.7B
| $309M | 0.02% |
8,364,073
+394,121
| +5% | +$14.6M |
|
633
Teradyne
TER
$18.3B
| $309M | 0.02% |
2,303,807
+617,291
| +37% | +$82.7M |
|
634
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $308M | 0.02% |
3,292,435
-337,273
| -9% | -$31.6M |
|
635
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
| $307M | 0.02% |
6,710,784
+159,766
| +2% | +$7.3M |
|
636
Labcorp
LH
$23B
| $306M | 0.02% |
1,368,479
+57,558
| +4% | +$12.9M |
|
637
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $306M | 0.02% |
1,388,494
+23,294
| +2% | +$5.13M |
|
638
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $305M | 0.02% |
7,304,932
-1,375,511
| -16% | -$57.4M |
|
639
Steel Dynamics
STLD
$19.8B
| $304M | 0.02% |
2,411,120
-82,480
| -3% | -$10.4M |
|
640
White Mountains Insurance
WTM
$4.55B
| $304M | 0.02% |
179,037
-5,898
| -3% | -$10M |
|
641
Avantis US Small Cap Value ETF
AVUV
$18.3B
| $303M | 0.02% |
3,157,246
+188,744
| +6% | +$18.1M |
|
642
BHP
BHP
$135B
| $303M | 0.02% |
4,870,609
-326,546
| -6% | -$20.3M |
|
643
Vanguard Financials ETF
VFH
$12.8B
| $303M | 0.02% |
2,752,287
-9,172
| -0.3% | -$1.01M |
|
|
ANSS
644
DELISTED
Ansys
ANSS
| $301M | 0.02% |
943,392
-50,985
| -5% | -$16.2M |
|
645
T Rowe Price
TROW
$23.8B
| $300M | 0.02% |
2,752,013
+107,368
| +4% | +$11.7M |
|
646
Healthpeak Properties
DOC
$12.6B
| $298M | 0.02% |
13,051,429
+319
| +0% | +$7.3K |
|
647
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $298M | 0.02% |
4,701,904
+253,655
| +6% | +$16.1M |
|
648
VICI Properties
VICI
$35.3B
| $298M | 0.02% |
8,953,845
-1,107,753
| -11% | -$36.9M |
|
649
Reinsurance Group of America
RGA
$12.7B
| $298M | 0.02% |
1,368,133
-21,220
| -2% | -$4.62M |
|
650
Hewlett Packard
HPE
$31.5B
| $296M | 0.02% |
14,450,380
-693,921
| -5% | -$14.2M |
|