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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Everest Group
EG
$14.2B
| $245M | 0.02% |
626,323
+83,696
| +15% | +$32.8M |
|
727
Kellanova
K
$27.5B
| $245M | 0.02% |
3,032,597
-457,134
| -13% | -$36.9M |
|
728
Teva Pharmaceuticals
TEVA
$22.4B
| $244M | 0.02% |
13,555,893
+416,691
| +3% | +$7.51M |
|
729
Hubbell
HUBB
$23.6B
| $243M | 0.02% |
566,563
+13,942
| +3% | +$5.97M |
|
730
Keysight
KEYS
$29.1B
| $242M | 0.02% |
1,520,434
+87,342
| +6% | +$13.9M |
|
731
Boston Properties
BXP
$11.7B
| $242M | 0.02% |
3,002,299
+239,904
| +9% | +$19.3M |
|
732
Kanzhun
BZ
$11.3B
| $241M | 0.02% |
13,883,130
+5,989,030
| +76% | +$104M |
|
733
Stanley Black & Decker
SWK
$11.9B
| $240M | 0.02% |
2,181,249
-211,822
| -9% | -$23.3M |
|
734
Southwest Airlines
LUV
$16.3B
| $240M | 0.02% |
8,104,729
+791,417
| +11% | +$23.4M |
|
735
Weyerhaeuser
WY
$18.1B
| $240M | 0.02% |
7,077,517
-291,085
| -4% | -$9.86M |
|
736
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $240M | 0.02% |
4,885,577
-782,028
| -14% | -$38.4M |
|
737
Robert Half
RHI
$3.55B
| $239M | 0.02% |
3,547,607
+308,307
| +10% | +$20.8M |
|
738
PPL Corp
PPL
$26.4B
| $239M | 0.02% |
7,228,593
+355,512
| +5% | +$11.8M |
|
739
Host Hotels & Resorts
HST
$12B
| $239M | 0.02% |
13,559,492
+1,067,224
| +9% | +$18.8M |
|
740
Manulife Financial
MFC
$52.4B
| $237M | 0.02% |
8,017,540
+377,478
| +5% | +$11.2M |
|
741
PIMCO Dynamic Income Fund
PDI
$7.57B
| $236M | 0.02% |
11,631,901
+166,764
| +1% | +$3.38M |
|
742
Synchrony
SYF
$28.1B
| $235M | 0.02% |
4,708,779
-138,856
| -3% | -$6.93M |
|
743
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
| $235M | 0.02% |
4,467,691
-23,458
| -0.5% | -$1.23M |
|
744
Moderna
MRNA
$9.49B
| $235M | 0.02% |
3,509,089
-1,497,431
| -30% | -$100M |
|
745
Ferguson
FERG
$45.5B
| $234M | 0.02% |
1,180,638
+429,816
| +57% | +$85.3M |
|
746
DaVita
DVA
$9.48B
| $234M | 0.02% |
1,428,039
+120,028
| +9% | +$19.7M |
|
747
Pentair
PNR
$17.9B
| $233M | 0.02% |
2,381,486
-652,920
| -22% | -$63.8M |
|
748
Doximity
DOCS
$12.8B
| $232M | 0.02% |
5,335,341
-1,587,229
| -23% | -$69.2M |
|
749
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $232M | 0.02% |
5,611,062
+370,844
| +7% | +$15.4M |
|
750
Emcor
EME
$28.4B
| $232M | 0.02% |
539,419
+3,421
| +0.6% | +$1.47M |
|