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 |
BILL Holdings
BILL
|
+$1.69B |
| 2 |
Roblox
RBLX
|
+$1.5B |
| 3 |
Coupang
CPNG
|
+$1.47B |
| 4 |
Airbnb
ABNB
|
+$850M |
| 5 |
Unity
U
|
+$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 2 |
Spotify
SPOT
|
+$1.33B |
| 3 |
Okta
OKTA
|
+$1.19B |
| 4 |
Amazon
AMZN
|
+$997M |
| 5 |
Alibaba
BABA
|
+$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
VEON
VEON
$3.73B
| $118M | 0.02% |
2,277,728
+252,848
| +12% | +$13.1M |
|
752
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $118M | 0.02% |
1,741,213
-5,877
| -0.3% | -$398K |
|
753
Church & Dwight Co
CHD
$23.1B
| $118M | 0.02% |
1,423,884
-180,037
| -11% | -$14.9M |
|
754
International Paper
IP
$24.8B
| $117M | 0.02% |
2,210,526
-96,280
| -4% | -$5.1M |
|
755
iShares Core MSCI International Developed Markets ETF
IDEV
$21.8B
| $117M | 0.02% |
1,749,179
+9,767
| +0.6% | +$653K |
|
756
iShares US Industrials ETF
IYJ
$1.71B
| $117M | 0.02% |
1,089,463
-52,334
| -5% | -$5.61M |
|
757
Canadian Pacific Kansas City
CP
$68.6B
| $117M | 0.02% |
1,794,163
-5,323
| -0.3% | -$346K |
|
758
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $117M | 0.02% |
376,076
-34,781
| -8% | -$10.8M |
|
759
Qorvo
QRVO
$8.53B
| $116M | 0.02% |
696,357
-143,005
| -17% | -$23.9M |
|
760
Schwab International Equity ETF
SCHF
$50.9B
| $116M | 0.02% |
6,010,392
+257,236
| +4% | +$4.98M |
|
761
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
| $116M | 0.02% |
2,116,841
+147,247
| +7% | +$8.08M |
|
762
Cognizant
CTSH
$34.6B
| $116M | 0.02% |
1,564,597
-398,882
| -20% | -$29.6M |
|
763
iShares MSCI Mexico ETF
EWW
$1.85B
| $116M | 0.02% |
2,403,396
+1,798,541
| +297% | +$86.8M |
|
764
Insulet
PODD
$24.8B
| $116M | 0.02% |
408,031
+59,417
| +17% | +$16.9M |
|
765
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $116M | 0.02% |
3,849,259
+508,786
| +15% | +$15.3M |
|
766
Lincoln National
LNC
$7.88B
| $116M | 0.02% |
1,685,071
+97,264
| +6% | +$6.69M |
|
767
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $116M | 0.02% |
3,701,369
+277,693
| +8% | +$8.68M |
|
768
ProShares Short QQQ
PSQ
$542M
| $115M | 0.02% |
1,892,885
+1,203,383
| +175% | +$73.3M |
|
|
API
769
Agora
API
$328M
| $115M | 0.02% |
3,977,207
+1,444,165
| +57% | +$41.9M |
|
770
Etsy
ETSY
$5.55B
| $115M | 0.02% |
554,503
-372,282
| -40% | -$77.4M |
|
771
Diamondback Energy
FANG
$39.5B
| $115M | 0.02% |
1,213,623
-303,199
| -20% | -$28.7M |
|
772
BCE
BCE
$22.6B
| $115M | 0.02% |
2,292,473
+732,306
| +47% | +$36.7M |
|
|
CSOD
773
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $114M | 0.02% |
1,999,394
+1,579,210
| +376% | +$90.4M |
|
774
Vanguard S&P 500 Growth ETF
VOOG
$19.5B
| $114M | 0.02% |
426,995
-1,507
| -0.4% | -$402K |
|
775
Mettler-Toledo International
MTD
$26.5B
| $114M | 0.02% |
82,629
+17,887
| +28% | +$24.6M |
|