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 | |
|---|---|---|---|---|---|---|
676
Willis Towers Watson
WTW
$32.2B
| $289M | 0.02% |
921,728
+80,221
| +10% | +$25.1M |
|
677
Warner Bros
WBD
$31B
| $288M | 0.02% |
27,255,731
+1,143,359
| +4% | +$12.1M |
|
678
Snap-on
SNA
$16.9B
| $286M | 0.02% |
843,285
+140,371
| +20% | +$47.7M |
|
679
Atmos Energy
ATO
$26.3B
| $285M | 0.02% |
2,047,962
-77,150
| -4% | -$10.7M |
|
680
Invesco S&P 500 Revenue ETF
RWL
$6.48B
| $285M | 0.02% |
2,905,657
+58,008
| +2% | +$5.68M |
|
681
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.3B
| $284M | 0.02% |
10,739,181
+8,078,922
| +304% | +$214M |
|
682
Canadian Pacific Kansas City
CP
$68.4B
| $282M | 0.02% |
3,898,199
+61,233
| +2% | +$4.43M |
|
683
Steel Dynamics
STLD
$19.5B
| $282M | 0.02% |
2,469,206
+58,086
| +2% | +$6.63M |
|
684
Service Corp International
SCI
$11B
| $282M | 0.02% |
3,528,362
+417,164
| +13% | +$33.3M |
|
685
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.76B
| $281M | 0.02% |
6,986,046
+350,890
| +5% | +$14.1M |
|
686
Extra Space Storage
EXR
$30.8B
| $281M | 0.02% |
1,879,413
-118,849
| -6% | -$17.8M |
|
687
Teradyne
TER
$18.7B
| $281M | 0.02% |
2,228,881
-74,926
| -3% | -$9.43M |
|
688
NetApp
NTAP
$24.7B
| $281M | 0.02% |
2,416,899
+106,278
| +5% | +$12.3M |
|
689
Suncor Energy
SU
$51.3B
| $281M | 0.02% |
7,861,782
-502,291
| -6% | -$17.9M |
|
690
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.98B
| $280M | 0.02% |
5,161,358
+155,782
| +3% | +$8.45M |
|
691
iShares US Aerospace & Defense ETF
ITA
$9.26B
| $278M | 0.02% |
1,914,829
+46,355
| +2% | +$6.74M |
|
692
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.5B
| $278M | 0.02% |
8,143,365
+1,547,726
| +23% | +$52.8M |
|
693
KE Holdings
BEKE
$23.5B
| $278M | 0.02% |
15,071,043
+1,362,758
| +10% | +$25.1M |
|
694
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.76B
| $276M | 0.02% |
5,499,658
+612,717
| +13% | +$30.8M |
|
695
Unum
UNM
$12.6B
| $276M | 0.02% |
3,777,525
+11,108
| +0.3% | +$811K |
|
696
TAL Education Group
TAL
$6.37B
| $275M | 0.02% |
27,417,337
+8,760,113
| +47% | +$87.8M |
|
697
Reinsurance Group of America
RGA
$12.7B
| $274M | 0.02% |
1,283,224
-84,909
| -6% | -$18.1M |
|
698
Capital Group Growth ETF
CGGR
$15.8B
| $273M | 0.02% |
7,355,196
+1,994,921
| +37% | +$74.2M |
|
699
Robert Half
RHI
$3.56B
| $273M | 0.02% |
3,873,650
+326,043
| +9% | +$23M |
|
700
iShares MSCI Brazil ETF
EWZ
$5.5B
| $273M | 0.02% |
12,114,778
+6,003,840
| +98% | +$135M |
|