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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Commerce Bancshares
CBSH
$8B
| $204M | 0.01% |
3,277,922
-1,372
| -0% | -$85.5K |
|
827
Mr. Cooper
COOP
$14B
| $204M | 0.01% |
2,125,672
+331,307
| +18% | +$31.8M |
|
828
Vanguard Energy ETF
VDE
$7.34B
| $204M | 0.01% |
1,678,045
-24,596
| -1% | -$2.98M |
|
829
XPO
XPO
$15.3B
| $203M | 0.01% |
1,546,730
+122,908
| +9% | +$16.1M |
|
830
British American Tobacco
BTI
$123B
| $203M | 0.01% |
5,584,914
+633,120
| +13% | +$23M |
|
831
Illumina
ILMN
$14.7B
| $203M | 0.01% |
1,516,916
-87,126
| -5% | -$11.6M |
|
832
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
| $202M | 0.01% |
5,444,205
-776,389
| -12% | -$28.8M |
|
833
Expeditors International
EXPD
$16.5B
| $202M | 0.01% |
1,823,745
-114,682
| -6% | -$12.7M |
|
834
HEICO
HEI
$44.1B
| $202M | 0.01% |
849,667
+46,561
| +6% | +$11.1M |
|
835
Zscaler
ZS
$43.4B
| $202M | 0.01% |
1,119,102
-62,592
| -5% | -$11.3M |
|
836
HubSpot
HUBS
$25.8B
| $201M | 0.01% |
288,389
-43,172
| -13% | -$30.1M |
|
837
Campbell Soup
CPB
$9.98B
| $199M | 0.01% |
4,763,425
+1,122,019
| +31% | +$47M |
|
838
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
| $199M | 0.01% |
1,596,319
-172,441
| -10% | -$21.5M |
|
839
Gaming and Leisure Properties
GLPI
$13.6B
| $199M | 0.01% |
4,140,536
+3,070
| +0.1% | +$148K |
|
840
Zebra Technologies
ZBRA
$15.6B
| $198M | 0.01% |
513,452
-175,251
| -25% | -$67.7M |
|
841
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
| $198M | 0.01% |
1,495,428
-406,621
| -21% | -$53.8M |
|
842
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $198M | 0.01% |
4,362,311
+362,401
| +9% | +$16.4M |
|
843
KraneShares CSI China Internet ETF
KWEB
$8.87B
| $197M | 0.01% |
6,751,829
-1,925,231
| -22% | -$56.3M |
|
844
Incyte
INCY
$16.8B
| $196M | 0.01% |
2,837,087
+690,779
| +32% | +$47.7M |
|
845
Fluor
FLR
$6.69B
| $196M | 0.01% |
3,964,851
-649,618
| -14% | -$32M |
|
846
Vanguard S&P 500 Value ETF
VOOV
$5.66B
| $195M | 0.01% |
1,057,954
+56,333
| +6% | +$10.4M |
|
847
TC Energy
TRP
$54B
| $194M | 0.01% |
4,175,060
-368,170
| -8% | -$17.1M |
|
848
Infosys
INFY
$70.4B
| $194M | 0.01% |
8,848,136
-781,836
| -8% | -$17.1M |
|
849
GSK
GSK
$81.5B
| $194M | 0.01% |
5,726,994
-2,226,839
| -28% | -$75.3M |
|
850
MongoDB
MDB
$27.2B
| $193M | 0.01% |
831,085
+103,788
| +14% | +$24.2M |
|