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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Corpay
CPAY
$22.1B
| $244M | 0.02% |
736,398
+77,161
| +12% | +$25.6M |
|
777
Domino's
DPZ
$15.5B
| $243M | 0.02% |
539,746
+50,361
| +10% | +$22.7M |
|
778
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
| $243M | 0.02% |
3,848,874
-2,323,914
| -38% | -$147M |
|
779
Pentair
PNR
$18.5B
| $243M | 0.02% |
2,367,180
-283,212
| -11% | -$29.1M |
|
780
WisdomTree US LargeCap Dividend Fund
DLN
$5.33B
| $243M | 0.02% |
2,954,379
-9,536
| -0.3% | -$783K |
|
781
Expeditors International
EXPD
$16.7B
| $243M | 0.02% |
2,123,970
+64,688
| +3% | +$7.39M |
|
782
Williams-Sonoma
WSM
$24.8B
| $242M | 0.02% |
1,483,154
+159,078
| +12% | +$26M |
|
783
iShares International Select Dividend ETF
IDV
$5.89B
| $242M | 0.02% |
7,017,165
+58,467
| +0.8% | +$2.02M |
|
784
PIMCO Multi Sector Bond Active ETF
PYLD
$7.4B
| $242M | 0.02% |
9,124,129
+3,657,313
| +67% | +$97.1M |
|
785
Carpenter Technology
CRS
$12.1B
| $242M | 0.02% |
875,310
+518,195
| +145% | +$143M |
|
786
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $242M | 0.02% |
18,526,289
-2,658,032
| -13% | -$34.7M |
|
787
Global Payments
GPN
$21B
| $241M | 0.02% |
3,012,606
-1,080,172
| -26% | -$86.5M |
|
788
Snap-on
SNA
$17.3B
| $241M | 0.02% |
774,742
+14,809
| +2% | +$4.61M |
|
789
Blackstone Secured Lending
BXSL
$6.63B
| $240M | 0.02% |
7,808,763
+586,668
| +8% | +$18M |
|
790
Fox Class A
FOXA
$28.7B
| $240M | 0.02% |
4,282,674
+486,076
| +13% | +$27.2M |
|
791
Capital Group Global Growth Equity ETF
CGGO
$7.07B
| $240M | 0.02% |
7,498,646
+178,539
| +2% | +$5.71M |
|
792
Amcor
AMCR
$19.2B
| $240M | 0.02% |
26,080,300
+7,072,204
| +37% | +$65M |
|
793
iShares US Home Construction ETF
ITB
$3.33B
| $240M | 0.02% |
2,572,015
+787,798
| +44% | +$73.4M |
|
794
Deckers Outdoor
DECK
$17.5B
| $239M | 0.02% |
2,323,395
+448,400
| +24% | +$46.2M |
|
795
PIMCO Dynamic Income Fund
PDI
$7.56B
| $238M | 0.02% |
12,561,807
-530,279
| -4% | -$10.1M |
|
796
Envista
NVST
$3.59B
| $238M | 0.02% |
12,170,516
-1,648,165
| -12% | -$32.2M |
|
|
B
797
Barrick Mining Corporation
B
$50.2B
| $237M | 0.02% |
11,403,178
-791,350
| -6% | -$16.5M |
|
798
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $237M | 0.02% |
5,929,210
+248,760
| +4% | +$9.96M |
|
799
Canadian National Railway
CNI
$58.6B
| $237M | 0.02% |
2,280,449
-607,318
| -21% | -$63.2M |
|
800
argenx
ARGX
$46.7B
| $237M | 0.02% |
429,291
-447,859
| -51% | -$247M |
|