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 | |
|---|---|---|---|---|---|---|
751
Kenvue
KVUE
$33.3B
| $297M | 0.02% |
17,228,962
-2,266,452
|
|
||
752
Expeditors International
EXPD
$19B
| $296M | 0.02% |
1,983,127
-451,916
|
|
||
753
iShares International Select Dividend ETF
IDV
$8.26B
| $295M | 0.02% |
7,483,755
+178,082
|
|
||
754
Rocket Lab Corp
RKLB
$39.2B
| $293M | 0.02% |
4,196,128
-2,929,182
|
|
||
755
Interactive Brokers
IBKR
$31.7B
| $291M | 0.02% |
4,520,646
+461,780
|
|
||
756
Schwab US Large-Cap Growth ETF
SCHG
$50.8B
| $288M | 0.02% |
8,820,737
-43,550
|
|
||
757
Vanguard Industrials ETF
VIS
$7.52B
| $286M | 0.02% |
958,367
+24,512
|
|
||
758
GSK
GSK
$116B
| $286M | 0.02% |
5,828,663
+879,435
|
|
||
759
iShares MSCI Emerging Markets ex China ETF
EMXC
$19.6B
| $285M | 0.02% |
3,923,113
+190,648
|
|
||
760
Insmed
INSM
$33.4B
| $284M | 0.02% |
1,631,906
+668,275
|
|
||
761
DraftKings
DKNG
$11B
| $283M | 0.02% |
8,223,301
+3,050,925
|
|
||
762
Natera
NTRA
$27.4B
| $283M | 0.02% |
1,234,154
-49,203
|
|
||
763
Snap-on
SNA
$19.8B
| $282M | 0.02% |
819,468
+78,235
|
|
||
764
Fox Class A
FOXA
$26B
| $282M | 0.02% |
3,860,010
-318,443
|
|
||
765
Evergy
EVRG
$19.2B
| $281M | 0.02% |
3,873,667
-771,713
|
|
||
766
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
| $279M | 0.02% |
11,981,661
-281,743
|
|
||
767
Watsco Inc
WSO
$16.6B
| $278M | 0.02% |
824,866
+211,924
|
|
||
768
Iris Energy
IREN
$13B
| $278M | 0.02% |
7,351,083
+2,841,411
|
|
||
769
TC Energy
TRP
$66.5B
| $277M | 0.02% |
5,043,528
+487,178
|
|
||
770
Coterra Energy
CTRA
$25.4B
| $277M | 0.02% |
10,532,781
-664,408
|
|
||
771
Trade Desk
TTD
$9.56B
| $277M | 0.02% |
7,298,353
-3,690,460
|
|
||
772
BJs Wholesale Club
BJ
$12B
| $277M | 0.02% |
3,076,557
-791,627
|
|
||
773
Revvity
RVTY
$10B
| $275M | 0.02% |
2,844,464
+650,083
|
|
||
774
CDW
CDW
$16.2B
| $274M | 0.02% |
2,012,657
-362,283
|
|
||
775
Blackbaud
BLKB
$1.57B
| $273M | 0.02% |
4,318,917
-10,676
|
|