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 | |
|---|---|---|---|---|---|---|
|
VG
726
DELISTED
Vonage Holdings Corporation
VG
| $127M | 0.02% |
8,807,222
+4,212,629
| +92% | +$60.7M |
|
727
iShares US Industrials ETF
IYJ
$1.69B
| $127M | 0.02% |
1,141,797
+16,070
| +1% | +$1.79M |
|
728
Best Buy
BBY
$16.5B
| $126M | 0.02% |
1,096,882
+147,460
| +16% | +$17M |
|
729
Steel Dynamics
STLD
$19.7B
| $126M | 0.02% |
2,112,496
+711,503
| +51% | +$42.4M |
|
730
Cleveland-Cliffs
CLF
$5.83B
| $126M | 0.02% |
5,830,455
+1,786,464
| +44% | +$38.5M |
|
731
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $126M | 0.02% |
1,132,199
-29,754
| -3% | -$3.3M |
|
732
iShares US Home Construction ETF
ITB
$3.33B
| $125M | 0.02% |
1,809,667
-51,785
| -3% | -$3.58M |
|
733
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.68B
| $125M | 0.02% |
1,949,113
-11,431
| -0.6% | -$733K |
|
734
CarMax
KMX
$9.19B
| $125M | 0.02% |
968,113
+314,474
| +48% | +$40.6M |
|
735
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $125M | 0.02% |
1,135,879
-195,757
| -15% | -$21.5M |
|
736
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.88B
| $125M | 0.02% |
1,747,090
+148,869
| +9% | +$10.6M |
|
737
Targa Resources
TRGP
$35.6B
| $124M | 0.02% |
2,800,043
-200,208
| -7% | -$8.9M |
|
738
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $124M | 0.02% |
1,132,112
-9,907
| -0.9% | -$1.09M |
|
739
Host Hotels & Resorts
HST
$12.2B
| $124M | 0.02% |
7,262,691
+1,927,779
| +36% | +$32.9M |
|
740
Conagra Brands
CAG
$9.31B
| $124M | 0.02% |
3,408,377
+675,454
| +25% | +$24.6M |
|
741
Invesco S&P 500 Revenue ETF
RWL
$6.57B
| $124M | 0.02% |
1,681,444
+232,809
| +16% | +$17.2M |
|
742
Cameco
CCJ
$34.8B
| $124M | 0.02% |
6,443,319
+2,043,376
| +46% | +$39.2M |
|
743
Nutrien
NTR
$27.8B
| $123M | 0.02% |
2,026,449
-72,363
| -3% | -$4.39M |
|
744
Packaging Corp of America
PKG
$19.5B
| $122M | 0.02% |
901,246
+168,762
| +23% | +$22.9M |
|
745
Upwork
UPWK
$2.17B
| $122M | 0.02% |
2,088,372
-607,082
| -23% | -$35.4M |
|
746
Crocs
CROX
$4.42B
| $121M | 0.02% |
1,042,257
+426,896
| +69% | +$49.7M |
|
747
Arista Networks
ANET
$192B
| $121M | 0.02% |
5,361,248
-546,544
| -9% | -$12.4M |
|
748
Garmin
GRMN
$46.4B
| $121M | 0.02% |
838,762
+291,472
| +53% | +$42.2M |
|
749
Vanguard Industrials ETF
VIS
$6.18B
| $121M | 0.02% |
614,054
-31,741
| -5% | -$6.24M |
|
750
Tyson Foods
TSN
$20B
| $120M | 0.02% |
1,631,607
-4,464
| -0.3% | -$329K |
|