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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Kellanova
K
$27.5B
| $242M | 0.02% |
2,994,134
-38,463
| -1% | -$3.11M |
|
752
Emcor
EME
$28.4B
| $242M | 0.02% |
533,609
-5,810
| -1% | -$2.64M |
|
753
Capital Group Core Plus Income ETF
CGCP
$5.66B
| $241M | 0.02% |
10,846,156
+3,270,404
| +43% | +$72.6M |
|
754
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.84B
| $241M | 0.02% |
2,102,366
-1,140,687
| -35% | -$131M |
|
755
Conagra Brands
CAG
$9.27B
| $240M | 0.02% |
8,662,287
+164,449
| +2% | +$4.56M |
|
756
iShares Expanded Tech Sector ETF
IGM
$8.96B
| $240M | 0.02% |
2,351,390
+225,857
| +11% | +$23.1M |
|
757
Dollar Tree
DLTR
$20.2B
| $240M | 0.02% |
3,203,076
+266,238
| +9% | +$20M |
|
758
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $240M | 0.02% |
4,901,451
+15,874
| +0.3% | +$776K |
|
759
NVR
NVR
$23B
| $239M | 0.02% |
29,281
+1,156
| +4% | +$9.46M |
|
760
Diageo
DEO
$57.9B
| $239M | 0.02% |
1,883,056
-342,324
| -15% | -$43.5M |
|
761
Dick's Sporting Goods
DKS
$18.2B
| $238M | 0.02% |
1,041,245
+28,402
| +3% | +$6.5M |
|
762
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.53B
| $237M | 0.02% |
18,241,662
-2,689,084
| -13% | -$34.9M |
|
763
Veeva Systems
VEEV
$45B
| $237M | 0.02% |
1,126,828
+151,473
| +16% | +$31.8M |
|
764
International Flavors & Fragrances
IFF
$16.5B
| $235M | 0.02% |
2,780,647
+431,358
| +18% | +$36.5M |
|
765
EastGroup Properties
EGP
$8.72B
| $234M | 0.02% |
1,459,591
-109,290
| -7% | -$17.5M |
|
766
Knight Transportation
KNX
$6.76B
| $233M | 0.02% |
4,399,592
+104,366
| +2% | +$5.54M |
|
767
Lamar Advertising Co
LAMR
$12.8B
| $233M | 0.02% |
1,913,238
+384,820
| +25% | +$46.8M |
|
768
Shift4
FOUR
$5.87B
| $233M | 0.02% |
2,243,442
+452,503
| +25% | +$47M |
|
769
Fortive
FTV
$16.2B
| $232M | 0.02% |
3,098,495
+178,929
| +6% | +$13.4M |
|
770
Builders FirstSource
BLDR
$15.5B
| $230M | 0.02% |
1,608,783
+221,204
| +16% | +$31.6M |
|
771
Yum China
YUMC
$16.2B
| $230M | 0.02% |
4,770,732
+645,021
| +16% | +$31.1M |
|
772
Interactive Brokers
IBKR
$27.8B
| $229M | 0.02% |
5,191,692
-397,404
| -7% | -$17.6M |
|
773
Zimmer Biomet
ZBH
$20.3B
| $227M | 0.02% |
2,152,265
+103,428
| +5% | +$10.9M |
|
774
WisdomTree US LargeCap Dividend Fund
DLN
$5.27B
| $227M | 0.02% |
2,914,928
+51,443
| +2% | +$4M |
|
775
Corpay
CPAY
$21.5B
| $226M | 0.02% |
668,341
+139,214
| +26% | +$47.1M |
|