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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
NetApp
NTAP
$33.1B
| $311M | 0.02% |
3,035,748
+78,672
|
|
||
727
Synchrony
SYF
$24.4B
| $310M | 0.02% |
4,561,764
-1,668,347
|
|
||
728
HubSpot
HUBS
$10.6B
| $309M | 0.02% |
1,267,287
+770,073
|
|
||
729
Toast
TOST
$17B
| $309M | 0.02% |
11,659,138
+1,286,512
|
|
||
730
Avis
CAR
$5.52B
| $309M | 0.02% |
2,117,735
+142,060
|
|
||
731
Dolby
DLB
$4.71B
| $309M | 0.02% |
5,142,168
-1,029,142
|
|
||
732
CF Industries
CF
$18B
| $308M | 0.02% |
2,373,291
-986,844
|
|
||
733
Ares Management
ARES
$27.5B
| $308M | 0.02% |
2,823,629
-417,052
|
|
||
734
Veralto
VLTO
$22.8B
| $307M | 0.02% |
3,467,943
-186,271
|
|
||
735
LKQ Corp
LKQ
$6.47B
| $306M | 0.02% |
10,431,888
-3,117,298
|
|
||
736
Eaton Vance Floating-Rate ETF
EVLN
$1.36B
| $306M | 0.02% |
6,350,549
-104,089
|
|
||
737
US Foods
USFD
$22.2B
| $305M | 0.02% |
3,310,350
+287,301
|
|
||
738
Expeditors International
EXPD
$22.5B
| $305M | 0.02% |
2,128,955
+145,828
|
|
||
739
Dollar Tree
DLTR
$24B
| $305M | 0.02% |
2,784,196
-780,807
|
|
||
740
British American Tobacco
BTI
$130B
| $304M | 0.02% |
5,199,021
+386,673
|
|
||
741
UBS Group
UBS
$171B
| $303M | 0.02% |
7,763,223
+109,124
|
|
||
|
EMBJ
742
Embraer S.A. ADS
EMBJ
$11.7B
| $303M | 0.02% |
5,109,064
+44,645
|
|
||
743
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.81B
| $302M | 0.02% |
10,531,074
+584,399
|
|
||
744
Schwab International Equity ETF
SCHF
$66.3B
| $301M | 0.02% |
12,175,392
-6,752,758
|
|
||
745
Sprouts Farmers Market
SFM
$7.6B
| $301M | 0.02% |
3,906,186
+1,807,937
|
|
||
746
Fabrinet
FN
$16.9B
| $300M | 0.02% |
575,755
+97,939
|
|
||
|
BAI
747
iShares A.I. Innovation and Tech Active ETF
BAI
$14.1B
| $300M | 0.02% |
9,094,623
+2,200,902
|
|
||
748
Booz Allen Hamilton
BAH
$7.53B
| $299M | 0.02% |
3,829,137
-1,685,674
|
|
||
749
Bank of Montreal
BMO
$125B
| $298M | 0.02% |
2,203,613
-1,613,793
|
|
||
750
MongoDB
MDB
$27.5B
| $298M | 0.02% |
1,217,996
-163,368
|
|