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
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Teva Pharmaceuticals
TEVA
$22.4B
| $329M | 0.02% |
14,911,119
+1,355,226
| +10% | +$29.9M |
|
627
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $327M | 0.02% |
2,966,297
-17,685
| -0.6% | -$1.95M |
|
628
Estee Lauder
EL
$31.5B
| $327M | 0.02% |
4,356,334
-45,332
| -1% | -$3.4M |
|
629
Labcorp
LH
$22.7B
| $325M | 0.02% |
1,418,715
+50,236
| +4% | +$11.5M |
|
630
Ares Capital
ARCC
$15.8B
| $325M | 0.02% |
14,838,080
+1,008,187
| +7% | +$22.1M |
|
631
HSBC
HSBC
$237B
| $322M | 0.02% |
6,511,107
+136,648
| +2% | +$6.76M |
|
632
T Rowe Price
TROW
$23.4B
| $322M | 0.02% |
2,843,205
+91,192
| +3% | +$10.3M |
|
633
Middleby
MIDD
$6.99B
| $322M | 0.02% |
2,373,725
+1,485,140
| +167% | +$201M |
|
634
Best Buy
BBY
$16.1B
| $322M | 0.02% |
3,747,318
+619,326
| +20% | +$53.1M |
|
635
Kinsale Capital Group
KNSL
$9.92B
| $321M | 0.02% |
689,616
+24,584
| +4% | +$11.4M |
|
636
First Solar
FSLR
$21.9B
| $319M | 0.02% |
1,812,592
+230,549
| +15% | +$40.6M |
|
637
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $318M | 0.02% |
2,747,886
-400,915
| -13% | -$46.3M |
|
638
Blackbaud
BLKB
$3.33B
| $317M | 0.02% |
4,292,617
-97,126
| -2% | -$7.18M |
|
639
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $317M | 0.02% |
2,462,619
+284,513
| +13% | +$36.7M |
|
640
Nordson
NDSN
$12.6B
| $316M | 0.02% |
1,511,115
+38,901
| +3% | +$8.14M |
|
641
Texas Pacific Land
TPL
$21.6B
| $314M | 0.02% |
283,617
+49,932
| +21% | +$55.2M |
|
642
Plains All American Pipeline
PAA
$12.2B
| $311M | 0.02% |
18,232,662
+7,203,178
| +65% | +$123M |
|
643
Huntington Bancshares
HBAN
$25.8B
| $311M | 0.02% |
19,136,252
+1,632,641
| +9% | +$26.6M |
|
644
Hyatt Hotels
H
$13.6B
| $311M | 0.02% |
1,980,494
-92,443
| -4% | -$14.5M |
|
645
CoStar Group
CSGP
$36.6B
| $311M | 0.02% |
4,340,263
+669,197
| +18% | +$47.9M |
|
646
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $310M | 0.02% |
7,430,390
+125,458
| +2% | +$5.24M |
|
647
iShares US Real Estate ETF
IYR
$3.6B
| $308M | 0.02% |
3,312,178
-2,626,749
| -44% | -$244M |
|
648
Apellis Pharmaceuticals
APLS
$3.29B
| $307M | 0.02% |
9,627,227
+6,237,442
| +184% | +$199M |
|
649
Archer Daniels Midland
ADM
$29.5B
| $306M | 0.02% |
6,060,214
-293,997
| -5% | -$14.9M |
|
650
Dollar General
DG
$23.4B
| $305M | 0.02% |
4,027,122
+116,006
| +3% | +$8.8M |
|