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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SRNGU
851
DELISTED
Soaring Eagle Acquisition Corp. Unit
SRNGU
| $98.2M | 0.01% |
9,270,288
-2,548,800
| -22% | -$27M |
|
852
UiPath
PATH
$6.25B
| $98.1M | 0.01% |
+1,444,169
| New | +$98.1M |
|
|
SMAR
853
DELISTED
Smartsheet Inc.
SMAR
| $98.1M | 0.01% |
1,356,347
-404,858
| -23% | -$29.3M |
|
854
United Airlines
UAL
$35.4B
| $98M | 0.01% |
1,874,818
-494,031
| -21% | -$25.8M |
|
855
Cencora
COR
$58.7B
| $98M | 0.01% |
855,778
+135,612
| +19% | +$15.5M |
|
856
Suncor Energy
SU
$51B
| $97.6M | 0.01% |
4,070,553
-1,190,081
| -23% | -$28.5M |
|
857
ProShares Russell 2000 Dividend Growers ETF
SMDV
$664M
| $97.4M | 0.01% |
1,530,665
+15,500
| +1% | +$987K |
|
858
Hilton Worldwide
HLT
$65.4B
| $97.4M | 0.01% |
807,711
-29,450
| -4% | -$3.55M |
|
859
SPDR S&P Health Care Equipment ETF
XHE
$156M
| $97.3M | 0.01% |
752,974
-19,965
| -3% | -$2.58M |
|
860
Li Auto
LI
$24.7B
| $97.3M | 0.01% |
2,784,304
+1,512,368
| +119% | +$52.8M |
|
|
WRK
861
DELISTED
WestRock Company
WRK
| $97.2M | 0.01% |
1,825,943
+841,418
| +85% | +$44.8M |
|
862
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $97.1M | 0.01% |
1,893,996
+35,502
| +2% | +$1.82M |
|
863
Darden Restaurants
DRI
$24.9B
| $97.1M | 0.01% |
665,278
-69,905
| -10% | -$10.2M |
|
864
Vanguard Energy ETF
VDE
$7.34B
| $97M | 0.01% |
1,278,093
-137,164
| -10% | -$10.4M |
|
865
HSBC
HSBC
$239B
| $96.4M | 0.01% |
3,342,786
+2,004,699
| +150% | +$57.8M |
|
866
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
| $96.2M | 0.01% |
2,789,227
+2,787,745
| +188,107% | +$96.2M |
|
867
Pacer Data & Infrastructure Real Estate ETF
SRVR
$434M
| $95.9M | 0.01% |
2,377,541
+13,182
| +0.6% | +$532K |
|
868
Vulcan Materials
VMC
$39.9B
| $95.8M | 0.01% |
550,529
+93,943
| +21% | +$16.4M |
|
|
BERY
869
DELISTED
Berry Global Group, Inc.
BERY
| $95.8M | 0.01% |
1,600,038
+415,354
| +35% | +$24.9M |
|
870
PVH
PVH
$3.95B
| $95.7M | 0.01% |
889,920
-286,163
| -24% | -$30.8M |
|
871
Insulet
PODD
$23.8B
| $95.7M | 0.01% |
348,614
+47,340
| +16% | +$13M |
|
872
Cardlytics
CDLX
$61.2M
| $95.6M | 0.01% |
753,293
-280,762
| -27% | -$35.6M |
|
873
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $95.5M | 0.01% |
1,507,958
+103,399
| +7% | +$6.55M |
|
874
HubSpot
HUBS
$26.2B
| $95.5M | 0.01% |
163,847
+29,512
| +22% | +$17.2M |
|
875
Brown-Forman Class B
BF.B
$13B
| $95.4M | 0.01% |
1,272,549
+384,194
| +43% | +$28.8M |
|