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 | |
|---|---|---|---|---|---|---|
826
Lincoln National
LNC
$7.88B
| $113M | 0.01% |
1,651,240
-33,831
| -2% | -$2.31M |
|
827
Royce Value Trust
RVT
$1.95B
| $113M | 0.01% |
5,751,488
+47,139
| +0.8% | +$923K |
|
828
iShares Europe ETF
IEV
$2.32B
| $113M | 0.01% |
2,071,397
+116,407
| +6% | +$6.33M |
|
829
Hewlett Packard
HPE
$32.2B
| $112M | 0.01% |
7,110,753
-676,692
| -9% | -$10.7M |
|
830
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $112M | 0.01% |
3,620,434
-80,935
| -2% | -$2.51M |
|
831
Hilton Worldwide
HLT
$64.2B
| $112M | 0.01% |
718,368
-300,620
| -30% | -$46.9M |
|
832
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $112M | 0.01% |
3,649,456
+591,131
| +19% | +$18.1M |
|
|
SGI
833
Somnigroup International Inc.
SGI
$17.9B
| $111M | 0.01% |
2,369,283
+1,183,841
| +100% | +$55.7M |
|
834
Paycom
PAYC
$12.4B
| $111M | 0.01% |
268,146
+96,442
| +56% | +$40M |
|
835
Jacobs Solutions
J
$17.3B
| $111M | 0.01% |
964,620
+61,478
| +7% | +$7.08M |
|
836
Medical Properties Trust
MPW
$2.77B
| $111M | 0.01% |
4,690,427
+349,260
| +8% | +$8.25M |
|
837
ACM Research
ACMR
$1.8B
| $111M | 0.01% |
3,894,495
-388,158
| -9% | -$11M |
|
838
Etsy
ETSY
$5.73B
| $111M | 0.01% |
504,998
-49,505
| -9% | -$10.8M |
|
839
Davis Select US Equity ETF
DUSA
$792M
| $111M | 0.01% |
3,233,301
-2,211
| -0.1% | -$75.6K |
|
840
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $111M | 0.01% |
1,662,502
+302,032
| +22% | +$20.1M |
|
841
iShares US Transportation ETF
IYT
$604M
| $110M | 0.01% |
1,593,224
+187,164
| +13% | +$12.9M |
|
842
MP Materials
MP
$11.1B
| $110M | 0.01% |
2,419,520
+4,138
| +0.2% | +$188K |
|
843
Brown & Brown
BRO
$30.5B
| $110M | 0.01% |
1,563,203
+159,129
| +11% | +$11.2M |
|
844
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
| $110M | 0.01% |
1,162,169
+17,612
| +2% | +$1.66M |
|
845
Aurinia Pharmaceuticals
AUPH
$1.61B
| $109M | 0.01% |
4,750,719
-1,951,647
| -29% | -$44.6M |
|
846
SPDR Gold MiniShares Trust
GLDM
$19.9B
| $109M | 0.01% |
2,986,625
-632,849
| -17% | -$23M |
|
847
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $109M | 0.01% |
2,396,146
-29,665
| -1% | -$1.34M |
|
848
Cardinal Health
CAH
$35.6B
| $109M | 0.01% |
2,107,974
-50,548
| -2% | -$2.6M |
|
849
Planet Fitness
PLNT
$8.52B
| $108M | 0.01% |
1,196,035
-39,138
| -3% | -$3.55M |
|
850
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $108M | 0.01% |
2,042,128
-9,574
| -0.5% | -$506K |
|