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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
International Paper
IP
$24.6B
| $288M | 0.02% |
6,159,812
-154,565
| -2% | -$7.24M |
|
702
Toronto Dominion Bank
TD
$131B
| $288M | 0.02% |
3,926,663
-1,529,585
| -28% | -$112M |
|
703
VictoryShares Free Cash Flow ETF
VFLO
$4.69B
| $287M | 0.02% |
8,130,518
+2,508,705
| +45% | +$88.7M |
|
704
HEICO
HEI
$44.7B
| $287M | 0.02% |
876,152
+48,106
| +6% | +$15.8M |
|
705
Coterra Energy
CTRA
$18.6B
| $287M | 0.02% |
11,314,763
+1,244,943
| +12% | +$31.6M |
|
706
CenterPoint Energy
CNP
$25B
| $285M | 0.02% |
7,757,743
-586,901
| -7% | -$21.6M |
|
707
AES
AES
$9.13B
| $283M | 0.02% |
26,854,526
+1,668,569
| +7% | +$17.6M |
|
708
Ameren
AEE
$27.1B
| $282M | 0.02% |
2,937,504
+559,298
| +24% | +$53.7M |
|
709
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.03B
| $282M | 0.02% |
4,876,451
-49,524
| -1% | -$2.86M |
|
710
Evergy
EVRG
$16.6B
| $281M | 0.02% |
4,075,221
+207,375
| +5% | +$14.3M |
|
711
F5
FFIV
$19.2B
| $281M | 0.02% |
954,030
+203,442
| +27% | +$59.9M |
|
712
Bank of Montreal
BMO
$90.8B
| $280M | 0.02% |
2,532,896
-114,421
| -4% | -$12.7M |
|
713
McCormick & Company Non-Voting
MKC
$18.7B
| $279M | 0.02% |
3,677,562
-122,758
| -3% | -$9.31M |
|
714
Floor & Decor
FND
$9.74B
| $278M | 0.02% |
3,657,112
-234,079
| -6% | -$17.8M |
|
715
Service Corp International
SCI
$11.3B
| $277M | 0.02% |
3,397,451
+363,764
| +12% | +$29.6M |
|
716
Hims & Hers Health
HIMS
$11.7B
| $276M | 0.02% |
5,529,024
+811,626
| +17% | +$40.5M |
|
717
Keysight
KEYS
$29.6B
| $276M | 0.02% |
1,681,808
+116,969
| +7% | +$19.2M |
|
718
VICI Properties
VICI
$35.4B
| $275M | 0.02% |
8,440,161
-362,379
| -4% | -$11.8M |
|
719
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
| $275M | 0.02% |
6,632,065
-202,484
| -3% | -$8.39M |
|
720
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $274M | 0.02% |
5,137,456
+193,608
| +4% | +$10.3M |
|
721
HubSpot
HUBS
$26.2B
| $273M | 0.02% |
490,343
+125,232
| +34% | +$69.7M |
|
722
Restaurant Brands International
QSR
$20.8B
| $273M | 0.02% |
4,115,907
+2,131,963
| +107% | +$141M |
|
723
iShares MSCI ACWI ex US ETF
ACWX
$6.81B
| $273M | 0.02% |
4,476,354
+455,614
| +11% | +$27.8M |
|
724
Agnico Eagle Mines
AEM
$77.2B
| $271M | 0.02% |
2,282,326
+15,780
| +0.7% | +$1.88M |
|
725
Expedia Group
EXPE
$27.4B
| $271M | 0.02% |
1,609,059
-73,528
| -4% | -$12.4M |
|