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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Fortune Brands Innovations
FBIN
$7.05B
| $122M | 0.02% |
1,335,998
+342,653
| +34% | +$31.3M |
|
|
SPLK
777
DELISTED
Splunk Inc
SPLK
| $122M | 0.02% |
1,054,474
+88,720
| +9% | +$10.3M |
|
778
Skyworks Solutions
SWKS
$10.9B
| $122M | 0.02% |
783,912
-83,815
| -10% | -$13M |
|
779
Vanguard Consumer Staples ETF
VDC
$7.56B
| $121M | 0.02% |
607,494
-13,839
| -2% | -$2.77M |
|
|
NBIS
780
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.3B
| $121M | 0.01% |
1,997,172
+199,025
| +11% | +$12M |
|
781
Ginkgo Bioworks
DNA
$609M
| $121M | 0.01% |
363,374
+81,513
| +29% | +$27.1M |
|
782
Insulet
PODD
$23.8B
| $121M | 0.01% |
453,061
+45,030
| +11% | +$12M |
|
783
WEC Energy
WEC
$35.2B
| $120M | 0.01% |
1,239,527
-22,725
| -2% | -$2.21M |
|
784
TC Energy
TRP
$54B
| $120M | 0.01% |
2,576,923
+1,103,422
| +75% | +$51.4M |
|
785
Cameco
CCJ
$34.6B
| $120M | 0.01% |
5,483,655
-553,592
| -9% | -$12.1M |
|
786
Chegg
CHGG
$179M
| $119M | 0.01% |
3,888,671
+2,751,140
| +242% | +$84.5M |
|
787
Cleveland-Cliffs
CLF
$5.62B
| $119M | 0.01% |
5,480,668
+194,041
| +4% | +$4.22M |
|
788
Motorola Solutions
MSI
$80.3B
| $119M | 0.01% |
437,931
+9,071
| +2% | +$2.46M |
|
789
Sunrun
RUN
$3.74B
| $119M | 0.01% |
3,466,505
-439,499
| -11% | -$15.1M |
|
790
Fidelity National Financial
FNF
$16.2B
| $119M | 0.01% |
2,366,944
+787,872
| +50% | +$39.5M |
|
791
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
| $118M | 0.01% |
1,281,223
-12,684
| -1% | -$1.17M |
|
|
AAWW
792
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $118M | 0.01% |
1,254,546
+129,951
| +12% | +$12.2M |
|
793
Ventas
VTR
$31.5B
| $118M | 0.01% |
2,304,957
-146,875
| -6% | -$7.51M |
|
794
RingCentral
RNG
$2.77B
| $118M | 0.01% |
627,824
-163,404
| -21% | -$30.6M |
|
795
Kanzhun
BZ
$11.2B
| $118M | 0.01% |
3,368,708
+2,080,629
| +162% | +$72.6M |
|
796
CF Industries
CF
$14.1B
| $117M | 0.01% |
1,657,465
+303,551
| +22% | +$21.5M |
|
797
Herbalife
HLF
$958M
| $117M | 0.01% |
2,865,843
+1,248,525
| +77% | +$51.1M |
|
798
Schwab International Equity ETF
SCHF
$50.9B
| $117M | 0.01% |
6,028,972
+18,580
| +0.3% | +$361K |
|
799
DraftKings
DKNG
$22.7B
| $117M | 0.01% |
4,252,132
-1,357,087
| -24% | -$37.3M |
|
800
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.76B
| $117M | 0.01% |
3,279,240
+150,867
| +5% | +$5.36M |
|