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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Healthpeak Properties
DOC
$12.6B
| $117M | 0.02% |
3,878,718
+1,254,155
| +48% | +$37.9M |
|
652
ZTO Express
ZTO
$15.3B
| $116M | 0.02% |
3,988,552
+3,181,095
| +394% | +$92.8M |
|
|
LOGC
653
DELISTED
ContextLogic
LOGC
| $116M | 0.02% |
+212,486
| New | +$116M |
|
654
Vanguard FTSE Pacific ETF
VPL
$7.87B
| $116M | 0.02% |
1,457,943
+53,372
| +4% | +$4.25M |
|
655
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $116M | 0.02% |
2,221,164
+165,745
| +8% | +$8.66M |
|
656
Texas Capital Bancshares
TCBI
$3.96B
| $116M | 0.02% |
1,948,282
+1,667,455
| +594% | +$99.2M |
|
657
Host Hotels & Resorts
HST
$12B
| $116M | 0.02% |
7,918,279
-365,796
| -4% | -$5.35M |
|
658
O'Reilly Automotive
ORLY
$90.7B
| $115M | 0.02% |
3,822,240
+1,338,495
| +54% | +$40.4M |
|
659
ARK Web x.0 ETF
ARKW
$2.4B
| $115M | 0.02% |
783,669
+138,976
| +22% | +$20.3M |
|
660
Starwood Property Trust
STWD
$7.57B
| $115M | 0.02% |
5,939,354
-393,988
| -6% | -$7.6M |
|
661
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $114M | 0.02% |
3,637,006
+105,256
| +3% | +$3.31M |
|
662
EOG Resources
EOG
$64.1B
| $114M | 0.02% |
2,276,285
+995,216
| +78% | +$49.6M |
|
663
Microchip Technology
MCHP
$34.9B
| $113M | 0.02% |
1,643,122
+364,900
| +29% | +$25.2M |
|
664
Skyworks Solutions
SWKS
$11.1B
| $113M | 0.02% |
741,562
+351,859
| +90% | +$53.8M |
|
665
Eversource Energy
ES
$23.7B
| $113M | 0.02% |
1,306,141
+60,492
| +5% | +$5.23M |
|
666
FirstEnergy
FE
$25B
| $113M | 0.02% |
3,689,642
+254,075
| +7% | +$7.78M |
|
667
Invesco
IVZ
$9.91B
| $113M | 0.02% |
6,456,193
+4,752,127
| +279% | +$82.8M |
|
|
DRE
668
DELISTED
Duke Realty Corp.
DRE
| $113M | 0.02% |
2,814,632
+528,701
| +23% | +$21.1M |
|
669
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
| $112M | 0.02% |
1,916,769
+1,024,419
| +115% | +$59.9M |
|
670
CRISPR Therapeutics
CRSP
$4.88B
| $112M | 0.02% |
731,427
+227,927
| +45% | +$34.9M |
|
671
Garmin
GRMN
$45.9B
| $112M | 0.02% |
933,283
+375,379
| +67% | +$44.9M |
|
672
Genuine Parts
GPC
$19.3B
| $111M | 0.02% |
1,106,332
+111,322
| +11% | +$11.2M |
|
673
iShares California Muni Bond ETF
CMF
$3.41B
| $111M | 0.02% |
1,767,243
+25,873
| +1% | +$1.63M |
|
674
Vodafone
VOD
$28.6B
| $111M | 0.02% |
6,727,853
-738,679
| -10% | -$12.2M |
|
675
Invesco Senior Loan ETF
BKLN
$6.88B
| $111M | 0.02% |
4,972,324
+1,296,442
| +35% | +$28.9M |
|