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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Plains All American Pipeline
PAA
$12.1B
| $207M | 0.01% |
10,340,692
-7,891,970
| -43% | -$158M |
|
827
Canadian Imperial Bank of Commerce
CM
$72.7B
| $207M | 0.01% |
3,672,099
+1,295,023
| +54% | +$72.9M |
|
828
Invesco Variable Rate Preferred ETF
VRP
$2.19B
| $207M | 0.01% |
8,522,720
+1,035,316
| +14% | +$25.1M |
|
829
iShares Expanded Tech Sector ETF
IGM
$8.82B
| $206M | 0.01% |
2,273,880
-77,510
| -3% | -$7.03M |
|
830
Li Auto
LI
$24.4B
| $206M | 0.01% |
8,176,164
-949,312
| -10% | -$23.9M |
|
831
GSK
GSK
$81.8B
| $206M | 0.01% |
5,315,522
-411,472
| -7% | -$15.9M |
|
832
Twilio
TWLO
$16.5B
| $206M | 0.01% |
2,099,031
-661,755
| -24% | -$64.8M |
|
833
Schwab Fundamental International Large Company Index ETF
FNDF
$17.5B
| $205M | 0.01% |
5,680,450
-566,594
| -9% | -$20.5M |
|
834
Prosperity Bancshares
PB
$6.39B
| $204M | 0.01% |
2,858,329
-93,447
| -3% | -$6.67M |
|
835
MakeMyTrip
MMYT
$9.43B
| $204M | 0.01% |
2,080,086
+358,957
| +21% | +$35.2M |
|
836
Norwegian Cruise Line
NCLH
$11.5B
| $204M | 0.01% |
10,739,174
+4,480,285
| +72% | +$84.9M |
|
837
Vanguard Utilities ETF
VPU
$7.17B
| $203M | 0.01% |
1,190,152
+73,136
| +7% | +$12.5M |
|
838
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $203M | 0.01% |
4,979,994
+320,077
| +7% | +$13M |
|
839
Vanguard S&P 500 Value ETF
VOOV
$5.68B
| $203M | 0.01% |
1,101,235
+43,281
| +4% | +$7.97M |
|
840
DaVita
DVA
$9.63B
| $203M | 0.01% |
1,325,023
-130,809
| -9% | -$20M |
|
841
Commerce Bancshares
CBSH
$8.08B
| $202M | 0.01% |
3,242,957
-34,965
| -1% | -$2.18M |
|
842
Vodafone
VOD
$28.6B
| $202M | 0.01% |
21,521,308
+9,245,804
| +75% | +$86.6M |
|
843
Molina Healthcare
MOH
$9.58B
| $202M | 0.01% |
611,779
-28,523
| -4% | -$9.4M |
|
844
Insight Enterprises
NSIT
$4.01B
| $201M | 0.01% |
1,342,410
+89,515
| +7% | +$13.4M |
|
845
SPDR Portfolio Emerging Markets ETF
SPEM
$13.4B
| $201M | 0.01% |
5,109,614
+1,476,162
| +41% | +$58.1M |
|
846
Light & Wonder
LNW
$7.39B
| $200M | 0.01% |
2,314,247
-79,113
| -3% | -$6.85M |
|
847
C.H. Robinson
CHRW
$14.9B
| $200M | 0.01% |
1,953,613
+249,287
| +15% | +$25.5M |
|
848
F5
FFIV
$18.7B
| $200M | 0.01% |
750,588
+80,458
| +12% | +$21.4M |
|
849
Barclays
BCS
$71.3B
| $200M | 0.01% |
12,995,914
-3,753,233
| -22% | -$57.6M |
|
850
Invesco S&P MidCap Momentum ETF
XMMO
$4.34B
| $199M | 0.01% |
1,746,398
+56,281
| +3% | +$6.4M |
|