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 |
Uber
UBER
|
+$916M |
| 2 |
Okta
OKTA
|
+$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$718M |
| 4 |
Shopify
SHOP
|
+$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.3B |
| 2 |
Walt Disney
DIS
|
+$985M |
| 3 |
Ecolab
ECL
|
+$893M |
| 4 |
SPDR Gold Trust
GLD
|
+$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $54.6M | 0.01% |
1,178,360
+21,277
| +2% | +$985K |
|
877
Invesco
IVZ
$9.87B
| $54.3M | 0.01% |
3,022,298
-1,598,774
| -35% | -$28.7M |
|
878
DTE Energy
DTE
$28.1B
| $54.3M | 0.01% |
491,542
+118,353
| +32% | +$13.1M |
|
879
SPDR S&P Homebuilders ETF
XHB
$1.9B
| $54.3M | 0.01% |
1,192,043
+473,316
| +66% | +$21.5M |
|
880
Align Technology
ALGN
$9.71B
| $54.1M | 0.01% |
193,893
+11,884
| +7% | +$3.32M |
|
881
Shake Shack
SHAK
$3.89B
| $54M | 0.01% |
907,168
+363,739
| +67% | +$21.7M |
|
882
Cheniere Energy
CQP
$25.8B
| $53.9M | 0.01% |
1,354,474
-242,434
| -15% | -$9.65M |
|
883
ICICI Bank
IBN
$113B
| $53.8M | 0.01% |
3,567,841
-937,517
| -21% | -$14.1M |
|
|
CNH
884
CNH Industrial
CNH
$14.1B
| $53.7M | 0.01% |
5,614,444
-1,454,333
| -21% | -$13.9M |
|
885
Insulet
PODD
$23.8B
| $53.7M | 0.01% |
313,848
+190,948
| +155% | +$32.7M |
|
886
Turkcell
TKC
$4.77B
| $53.7M | 0.01% |
9,251,856
+687,558
| +8% | +$3.99M |
|
887
Quanta Services
PWR
$58.1B
| $53.6M | 0.01% |
1,316,594
+1,142,208
| +655% | +$46.5M |
|
888
iShares US Healthcare Providers ETF
IHF
$809M
| $53.5M | 0.01% |
1,333,175
-2,421,645
| -64% | -$97.2M |
|
889
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
| $53.5M | 0.01% |
1,274,486
+30,024
| +2% | +$1.26M |
|
|
PVG
890
DELISTED
PRETIUM RESOURCES INC.
PVG
| $53.2M | 0.01% |
4,782,886
+2,048,931
| +75% | +$22.8M |
|
891
Penske Automotive Group
PAG
$12.1B
| $53.2M | 0.01% |
1,059,340
+274,390
| +35% | +$13.8M |
|
892
Lamar Advertising Co
LAMR
$12.9B
| $53.1M | 0.01% |
594,699
+30,797
| +5% | +$2.75M |
|
893
Knight Transportation
KNX
$6.75B
| $53M | 0.01% |
1,478,724
+31,999
| +2% | +$1.15M |
|
894
AllianceBernstein
AB
$4.19B
| $53M | 0.01% |
1,751,109
+414,183
| +31% | +$12.5M |
|
895
iShares California Muni Bond ETF
CMF
$3.38B
| $52.9M | 0.01% |
864,361
-6,954
| -0.8% | -$426K |
|
896
FTAI Aviation
FTAI
$17.1B
| $52.8M | 0.01% |
3,165,361
+1,144,660
| +57% | +$19.1M |
|
897
Tractor Supply
TSCO
$31B
| $52.7M | 0.01% |
2,818,650
+714,935
| +34% | +$13.4M |
|
898
SPDR Portfolio Emerging Markets ETF
SPEM
$13.5B
| $52.6M | 0.01% |
1,398,675
+62,685
| +5% | +$2.36M |
|
899
NOV
NOV
$4.88B
| $52.5M | 0.01% |
2,095,975
+473,103
| +29% | +$11.9M |
|
900
Monster Beverage
MNST
$61.4B
| $52.4M | 0.01% |
1,649,718
+353,874
| +27% | +$11.2M |
|