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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
iShares Morningstar Growth ETF
ILCG
$2.98B
| $78.7M | 0.01% |
1,356,700
+35,550
| +3% | +$2.06M |
|
827
Church & Dwight Co
CHD
$22.7B
| $78.5M | 0.01% |
899,457
+45,272
| +5% | +$3.95M |
|
828
Novo Nordisk
NVO
$242B
| $78.4M | 0.01% |
2,243,532
+412,568
| +23% | +$14.4M |
|
829
Vanguard Global ex-US Real Estate ETF
VNQI
$3.59B
| $78.3M | 0.01% |
1,442,531
+272,202
| +23% | +$14.8M |
|
830
iShares US Financials ETF
IYF
$4.03B
| $78.3M | 0.01% |
1,172,912
+159,756
| +16% | +$10.7M |
|
831
Fortune Brands Innovations
FBIN
$7.05B
| $77.8M | 0.01% |
1,061,499
+151,320
| +17% | +$11.1M |
|
832
Old Dominion Freight Line
ODFL
$30.7B
| $77.3M | 0.01% |
791,620
-960
| -0.1% | -$93.7K |
|
833
iShares MSCI China ETF
MCHI
$8.07B
| $77.1M | 0.01% |
952,657
-332,495
| -26% | -$26.9M |
|
834
iShares US Home Construction ETF
ITB
$3.24B
| $76.9M | 0.01% |
1,378,336
-1,606,960
| -54% | -$89.7M |
|
835
Generac Holdings
GNRC
$10.9B
| $76.9M | 0.01% |
338,178
+103,922
| +44% | +$23.6M |
|
836
Lumen
LUMN
$6.3B
| $76.8M | 0.01% |
7,873,717
+2,378,814
| +43% | +$23.2M |
|
837
Regency Centers
REG
$13.1B
| $76.6M | 0.01% |
1,680,323
+68,357
| +4% | +$3.12M |
|
838
Huazhu Hotels Group
HTHT
$11.4B
| $76.5M | 0.01% |
1,699,193
+330,535
| +24% | +$14.9M |
|
|
IPHI
839
DELISTED
INPHI CORPORATION
IPHI
| $76.4M | 0.01% |
475,846
+170,790
| +56% | +$27.4M |
|
|
BSCM
840
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $76.3M | 0.01% |
3,509,990
-47,796
| -1% | -$1.04M |
|
841
Tractor Supply
TSCO
$31B
| $76.3M | 0.01% |
2,714,270
+607,895
| +29% | +$17.1M |
|
|
BSCL
842
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
| $75.9M | 0.01% |
3,576,778
-562,542
| -14% | -$11.9M |
|
843
Synchrony
SYF
$27.8B
| $75.8M | 0.01% |
2,184,234
+1,525,215
| +231% | +$52.9M |
|
844
Cincinnati Financial
CINF
$23.8B
| $75.7M | 0.01% |
866,697
+475,804
| +122% | +$41.6M |
|
845
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$389M
| $75.2M | 0.01% |
1,182,806
+317,163
| +37% | +$20.2M |
|
846
Whirlpool
WHR
$5.24B
| $74.9M | 0.01% |
415,133
+215,170
| +108% | +$38.8M |
|
|
INFO
847
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $74.8M | 0.01% |
832,969
+148,908
| +22% | +$13.4M |
|
848
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $74.8M | 0.01% |
1,638,973
+359,998
| +28% | +$16.4M |
|
849
Blackstone Mortgage Trust
BXMT
$3.41B
| $74.7M | 0.01% |
2,715,132
+332,008
| +14% | +$9.14M |
|
850
Wynn Resorts
WYNN
$12.8B
| $74.4M | 0.01% |
659,250
+112,511
| +21% | +$12.7M |
|