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 |
Invesco QQQ Trust
QQQ
|
$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.02B |
| 3 |
Oracle
ORCL
|
$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$854M |
| 5 |
S&P Global
SPGI
|
$827M |
Top Sells
| 1 |
Intel
INTC
|
$1.22B |
| 2 |
Constellation Brands
STZ
|
$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$852M |
| 4 |
Carvana
CVNA
|
$805M |
| 5 |
Bank of America
BAC
|
$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
United Airlines
UAL
$34.5B
| $254M | 0.02% |
3,678,410
+155,816
| +4% | +$10.8M |
|
727
Bank of Montreal
BMO
$90.3B
| $253M | 0.02% |
2,647,317
+1,113,060
| +73% | +$106M |
|
728
Fortive
FTV
$16.2B
| $252M | 0.02% |
3,444,622
+346,127
| +11% | +$25.3M |
|
729
Celsius Holdings
CELH
$15B
| $252M | 0.02% |
7,067,129
+3,724,928
| +111% | +$133M |
|
730
Avantis Emerging Markets Equity ETF
AVEM
$12.2B
| $252M | 0.02% |
4,181,659
-812,476
| -16% | -$48.9M |
|
731
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $251M | 0.02% |
751,290
+46,433
| +7% | +$15.5M |
|
732
Principal Financial Group
PFG
$17.8B
| $251M | 0.02% |
2,969,821
+58,225
| +2% | +$4.91M |
|
733
Hewlett Packard
HPE
$31B
| $250M | 0.02% |
16,206,787
-677,039
| -4% | -$10.4M |
|
734
Weyerhaeuser
WY
$18.9B
| $250M | 0.02% |
8,534,537
+506,241
| +6% | +$14.8M |
|
735
UBS Group
UBS
$128B
| $249M | 0.02% |
8,135,925
-1,909,551
| -19% | -$58.5M |
|
736
Hyatt Hotels
H
$13.8B
| $249M | 0.02% |
2,031,068
+50,574
| +3% | +$6.2M |
|
737
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $248M | 0.02% |
5,047,630
+146,179
| +3% | +$7.18M |
|
738
Expeditors International
EXPD
$16.4B
| $248M | 0.02% |
2,059,282
+235,537
| +13% | +$28.3M |
|
739
Agnico Eagle Mines
AEM
$76.3B
| $246M | 0.02% |
2,266,546
+431,513
| +24% | +$46.8M |
|
740
EastGroup Properties
EGP
$8.97B
| $245M | 0.02% |
1,393,296
-66,295
| -5% | -$11.7M |
|
741
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $245M | 0.02% |
2,008,232
-454,387
| -18% | -$55.4M |
|
742
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
| $244M | 0.02% |
4,750,430
+81,348
| +2% | +$4.19M |
|
743
Cameco
CCJ
$33B
| $244M | 0.02% |
5,922,878
-709,505
| -11% | -$29.2M |
|
744
Reinsurance Group of America
RGA
$12.8B
| $243M | 0.02% |
1,236,613
-46,611
| -4% | -$9.18M |
|
745
Service Corp International
SCI
$10.9B
| $243M | 0.02% |
3,033,687
-494,675
| -14% | -$39.7M |
|
746
Best Buy
BBY
$16.1B
| $242M | 0.02% |
3,283,907
-463,411
| -12% | -$34.1M |
|
747
Sprouts Farmers Market
SFM
$13.6B
| $242M | 0.02% |
1,582,358
-85,973
| -5% | -$13.1M |
|
748
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
| $239M | 0.02% |
9,378,001
+1,689,798
| +22% | +$43.1M |
|
749
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
| $239M | 0.02% |
9,553,769
-1,378,084
| -13% | -$34.5M |
|
750
Ameren
AEE
$27.2B
| $239M | 0.02% |
2,378,206
+246,054
| +12% | +$24.7M |
|