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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Zimmer Biomet
ZBH
$20.3B
| $149M | 0.02% |
954,148
+77,501
| +9% | +$12.1M |
|
652
iShares Global Financials ETF
IXG
$576M
| $148M | 0.02% |
1,906,818
+1,631,190
| +592% | +$127M |
|
653
Edison International
EIX
$21.4B
| $147M | 0.02% |
2,548,040
+842,888
| +49% | +$48.7M |
|
|
ZNGA
654
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $147M | 0.02% |
13,851,417
+3,921,907
| +39% | +$41.7M |
|
655
Paychex
PAYX
$47.9B
| $147M | 0.02% |
1,371,365
-302,135
| -18% | -$32.4M |
|
656
Centene
CNC
$15.4B
| $147M | 0.02% |
2,017,404
+26,106
| +1% | +$1.9M |
|
657
GoodRx Holdings
GDRX
$1.43B
| $146M | 0.02% |
4,065,450
+504,944
| +14% | +$18.2M |
|
|
HES
658
DELISTED
Hess
HES
| $146M | 0.02% |
1,673,659
+439,656
| +36% | +$38.4M |
|
659
Sonos
SONO
$1.77B
| $146M | 0.02% |
4,138,460
+1,318,416
| +47% | +$46.4M |
|
660
FirstEnergy
FE
$25B
| $146M | 0.02% |
3,910,843
+683,026
| +21% | +$25.4M |
|
661
TransDigm Group
TDG
$72.5B
| $145M | 0.02% |
224,775
+141,817
| +171% | +$91.8M |
|
662
Regions Financial
RF
$24.1B
| $145M | 0.02% |
7,189,761
-391,151
| -5% | -$7.89M |
|
663
Expedia Group
EXPE
$26.7B
| $144M | 0.02% |
882,363
+403,625
| +84% | +$66.1M |
|
664
Tractor Supply
TSCO
$31B
| $144M | 0.02% |
3,879,995
+1,199,935
| +45% | +$44.7M |
|
665
FTAI Aviation
FTAI
$17.2B
| $143M | 0.02% |
4,999,999
-1,578,746
| -24% | -$45.2M |
|
666
State Street
STT
$31.4B
| $143M | 0.02% |
1,740,228
-92,458
| -5% | -$7.61M |
|
|
SPLK
667
DELISTED
Splunk Inc
SPLK
| $143M | 0.02% |
990,117
-188,572
| -16% | -$27.3M |
|
668
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
| $143M | 0.02% |
1,270,619
-164,884
| -11% | -$18.5M |
|
669
Diamondback Energy
FANG
$40.4B
| $142M | 0.02% |
1,516,822
+600,657
| +66% | +$56.4M |
|
670
MSCI
MSCI
$43.6B
| $142M | 0.02% |
265,761
+55,624
| +26% | +$29.7M |
|
671
Hershey
HSY
$37.6B
| $142M | 0.02% |
812,836
-26,437
| -3% | -$4.6M |
|
672
Affirm
AFRM
$27.6B
| $141M | 0.02% |
2,099,141
+238,899
| +13% | +$16.1M |
|
673
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $141M | 0.02% |
3,841,206
+2,745,241
| +250% | +$101M |
|
674
Toronto Dominion Bank
TD
$130B
| $141M | 0.02% |
2,009,790
-1,105,744
| -35% | -$77.5M |
|
675
Magna International
MGA
$12.9B
| $141M | 0.02% |
1,517,765
+495,280
| +48% | +$45.9M |
|