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 | |
|---|---|---|---|---|---|---|
751
Envista
NVST
$3.54B
| $239M | 0.02% |
13,818,681
+276,893
| +2% | +$4.78M |
|
752
Celestica
CLS
$27.9B
| $238M | 0.02% |
3,020,532
+691,180
| +30% | +$54.5M |
|
753
Dick's Sporting Goods
DKS
$17.7B
| $238M | 0.02% |
1,179,319
+138,074
| +13% | +$27.8M |
|
|
B
754
Barrick Mining Corporation
B
$48.5B
| $237M | 0.02% |
12,194,528
-4,181,645
| -26% | -$81.3M |
|
755
CBIZ
CBZ
$3.23B
| $237M | 0.02% |
3,120,728
+57,470
| +2% | +$4.36M |
|
756
Invesco MSCI USA ETF
PBUS
$8.48B
| $237M | 0.02% |
4,224,378
-247,143
| -6% | -$13.8M |
|
757
Zimmer Biomet
ZBH
$20.9B
| $236M | 0.02% |
2,085,644
-66,621
| -3% | -$7.54M |
|
758
Hasbro
HAS
$11.2B
| $235M | 0.02% |
3,828,692
-69,634
| -2% | -$4.28M |
|
759
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $235M | 0.02% |
2,963,915
+48,987
| +2% | +$3.89M |
|
760
Globe Life
GL
$11.3B
| $235M | 0.02% |
1,784,043
-49,443
| -3% | -$6.51M |
|
761
iShares Bitcoin Trust
IBIT
$83.3B
| $235M | 0.02% |
5,014,623
+153,540
| +3% | +$7.19M |
|
762
J.M. Smucker
SJM
$12B
| $235M | 0.02% |
1,980,993
+604,934
| +44% | +$71.6M |
|
763
Keysight
KEYS
$28.9B
| $234M | 0.02% |
1,564,839
-48,384
| -3% | -$7.25M |
|
764
Blackstone Secured Lending
BXSL
$6.72B
| $234M | 0.02% |
7,222,095
+639,302
| +10% | +$20.7M |
|
765
First Citizens BancShares
FCNCA
$24.9B
| $233M | 0.02% |
125,702
+60,624
| +93% | +$112M |
|
|
EXE
766
Expand Energy Corporation Common Stock
EXE
$22.7B
| $233M | 0.02% |
2,089,987
+450,833
| +28% | +$50.2M |
|
767
Pentair
PNR
$18.1B
| $232M | 0.02% |
2,650,392
+125,518
| +5% | +$11M |
|
768
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.88B
| $231M | 0.02% |
5,740,234
+162,049
| +3% | +$6.53M |
|
769
Scotiabank
BNS
$78.8B
| $231M | 0.02% |
4,875,859
+2,309,053
| +90% | +$110M |
|
770
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $231M | 0.02% |
5,632,117
+535,004
| +10% | +$22M |
|
771
Corpay
CPAY
$22.4B
| $230M | 0.02% |
659,237
-9,104
| -1% | -$3.17M |
|
772
BlackRock Flexible Income ETF
BINC
$11.6B
| $228M | 0.02% |
4,353,795
+1,480,065
| +52% | +$77.5M |
|
773
Pure Storage
PSTG
$25.9B
| $226M | 0.02% |
5,110,249
+1,630,409
| +47% | +$72.2M |
|
774
Pembina Pipeline
PBA
$22.1B
| $226M | 0.02% |
5,646,326
+868,228
| +18% | +$34.8M |
|
775
KeyCorp
KEY
$20.8B
| $226M | 0.02% |
14,121,220
-634,350
| -4% | -$10.1M |
|