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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Boston Properties
BXP
$12.1B
| $118M | 0.02% |
1,327,386
+770,591
| +138% | +$68.6M |
|
827
Markel Group
MKL
$24.8B
| $117M | 0.02% |
90,847
+43,913
| +94% | +$56.8M |
|
828
Carvana
CVNA
$48.9B
| $117M | 0.02% |
5,202,760
-1,967,417
| -27% | -$44.4M |
|
829
Zebra Technologies
ZBRA
$16.1B
| $117M | 0.02% |
398,843
+246,036
| +161% | +$72.3M |
|
830
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
| $117M | 0.02% |
4,775,320
+1,040,443
| +28% | +$25.5M |
|
831
United Airlines
UAL
$35.4B
| $117M | 0.02% |
3,302,765
+1,158,638
| +54% | +$41M |
|
832
Lear
LEA
$5.81B
| $117M | 0.02% |
926,174
+441,084
| +91% | +$55.5M |
|
833
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $116M | 0.02% |
2,760,380
-475,527
| -15% | -$20.1M |
|
834
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $116M | 0.02% |
3,341,318
+1,060,599
| +47% | +$36.9M |
|
835
Elanco Animal Health
ELAN
$9.33B
| $116M | 0.02% |
5,910,594
+2,520,344
| +74% | +$49.5M |
|
836
LKQ Corp
LKQ
$8.47B
| $116M | 0.02% |
2,360,185
+1,486,742
| +170% | +$73M |
|
837
iShares MSCI Pacific ex Japan ETF
EPP
$1.87B
| $116M | 0.02% |
2,781,225
+604,415
| +28% | +$25.2M |
|
838
Darden Restaurants
DRI
$24.9B
| $116M | 0.02% |
1,022,414
+422,402
| +70% | +$47.8M |
|
839
W.R. Berkley
WRB
$28B
| $116M | 0.02% |
2,538,768
+1,763,701
| +228% | +$80.3M |
|
840
Paycom
PAYC
$12.7B
| $115M | 0.02% |
411,992
+54,688
| +15% | +$15.3M |
|
841
Li Auto
LI
$24.7B
| $115M | 0.02% |
3,010,651
-999,436
| -25% | -$38.3M |
|
842
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $114M | 0.01% |
3,059,835
+60,441
| +2% | +$2.26M |
|
843
Huntsman Corp
HUN
$1.94B
| $114M | 0.01% |
4,037,147
+2,636,215
| +188% | +$74.7M |
|
|
JKS
844
JinkoSolar
JKS
$1.22B
| $114M | 0.01% |
1,652,299
+506,145
| +44% | +$35M |
|
845
JB Hunt Transport Services
JBHT
$13.7B
| $114M | 0.01% |
725,648
+256,682
| +55% | +$40.4M |
|
846
Huazhu Hotels Group
HTHT
$11.3B
| $114M | 0.01% |
2,979,691
+375,375
| +14% | +$14.3M |
|
847
Qorvo
QRVO
$8.12B
| $113M | 0.01% |
1,201,868
+465,240
| +63% | +$43.9M |
|
848
Alaska Air
ALK
$7.36B
| $113M | 0.01% |
2,824,467
+1,310,421
| +87% | +$52.5M |
|
849
Blackstone Mortgage Trust
BXMT
$3.39B
| $113M | 0.01% |
4,087,051
+299,815
| +8% | +$8.3M |
|
850
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
| $113M | 0.01% |
2,827,074
+1,139,791
| +68% | +$45.5M |
|