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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Floor & Decor
FND
$5.59B
| $312M | 0.02% |
5,120,116
+484,243
|
|
||
727
iShares MSCI Brazil ETF
EWZ
$10.5B
| $311M | 0.02% |
9,802,338
-5,424,974
|
|
||
728
Cincinnati Financial
CINF
$25.1B
| $311M | 0.02% |
1,906,678
-11,016
|
|
||
|
NBIS
729
Nebius Group N.V.
NBIS
$36.7B
| $310M | 0.02% |
3,704,659
+964,984
|
|
||
730
Willis Towers Watson
WTW
$26.4B
| $310M | 0.02% |
942,389
+40,781
|
|
||
731
Twilio
TWLO
$17.8B
| $310M | 0.02% |
2,176,841
-523,247
|
|
||
732
Genuine Parts
GPC
$15B
| $309M | 0.02% |
2,512,478
+357,979
|
|
||
733
HP
HPQ
$16.7B
| $309M | 0.02% |
13,860,615
-1,176,204
|
|
||
734
iShares Expanded Tech Sector ETF
IGM
$8.37B
| $309M | 0.02% |
2,390,840
-16,153
|
|
||
735
Charter Communications
CHTR
$27.3B
| $308M | 0.02% |
1,473,719
-3,874
|
|
||
736
MPLX
MPLX
$57B
| $308M | 0.02% |
5,763,110
+1,104,510
|
|
||
737
Kirby Corp
KEX
$7.53B
| $307M | 0.02% |
2,784,374
-766,692
|
|
||
738
International Paper
IP
$19.3B
| $307M | 0.02% |
7,782,769
+1,174,052
|
|
||
739
Teleflex
TFX
$5.23B
| $305M | 0.02% |
2,499,425
-311,700
|
|
||
740
Hubbell
HUBB
$28.4B
| $305M | 0.02% |
686,047
-110,045
|
|
||
741
Avantis US Small Cap Value ETF
AVUV
$24.4B
| $304M | 0.02% |
2,985,056
+236,064
|
|
||
742
Emcor
EME
$35.7B
| $304M | 0.02% |
497,258
-44,712
|
|
||
743
JPMorgan Core Plus Bond ETF
JCPB
$10.9B
| $304M | 0.02% |
6,423,061
+2,177,142
|
|
||
744
KeyCorp
KEY
$23B
| $304M | 0.02% |
14,730,816
+1,179,957
|
|
||
745
Janus Henderson Short Duration Income ETF
VNLA
$3.14B
| $302M | 0.02% |
6,152,641
-104,393
|
|
||
|
EVSD
746
Eaton Vance Short Duration Income ETF
EVSD
$1.15B
| $302M | 0.02% |
5,873,132
+648,459
|
|
||
747
Ameren
AEE
$31.4B
| $302M | 0.02% |
3,023,867
+129,338
|
|
||
748
Opendoor
OPEN
$4.14B
| $301M | 0.02% |
51,586,202
+40,176,024
|
|
||
749
Iron Mountain
IRM
$32.5B
| $299M | 0.02% |
3,598,973
-12,426
|
|
||
750
iShares MSCI EAFE Growth ETF
EFG
$14.8B
| $297M | 0.02% |
2,609,776
-324,902
|
|