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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Fidelity National Financial
FNF
$16.2B
| $184M | 0.01% |
2,958,487
-2,241,704
| -43% | -$139M |
|
877
Celestica
CLS
$29.1B
| $183M | 0.01% |
3,587,315
+1,111,911
| +45% | +$56.8M |
|
878
CubeSmart
CUBE
$9.29B
| $183M | 0.01% |
3,404,088
+357,753
| +12% | +$19.3M |
|
879
Dayforce
DAY
$10.9B
| $183M | 0.01% |
2,990,972
+89,340
| +3% | +$5.47M |
|
880
Alexandria Real Estate Equities
ARE
$14.3B
| $183M | 0.01% |
1,541,016
-191,483
| -11% | -$22.7M |
|
881
iShares Bitcoin Trust
IBIT
$85.2B
| $182M | 0.01% |
5,050,825
-449,802
| -8% | -$16.3M |
|
882
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $182M | 0.01% |
2,693,615
-76,536
| -3% | -$5.18M |
|
883
British American Tobacco
BTI
$123B
| $181M | 0.01% |
4,951,794
-334,200
| -6% | -$12.2M |
|
884
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
| $181M | 0.01% |
7,197,589
+1,096,083
| +18% | +$27.5M |
|
885
GFL Environmental
GFL
$17.2B
| $181M | 0.01% |
4,529,877
-1,824,587
| -29% | -$72.8M |
|
886
Franco-Nevada
FNV
$38.3B
| $181M | 0.01% |
1,453,665
-14,071
| -1% | -$1.75M |
|
887
iShares MSCI Brazil ETF
EWZ
$5.5B
| $180M | 0.01% |
6,110,938
-4,162,073
| -41% | -$123M |
|
888
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $179M | 0.01% |
3,908,672
-749,622
| -16% | -$34.4M |
|
889
Blackstone Secured Lending
BXSL
$6.62B
| $179M | 0.01% |
6,122,545
-253,051
| -4% | -$7.41M |
|
890
CAVA Group
CAVA
$7.56B
| $179M | 0.01% |
1,445,459
+190,964
| +15% | +$23.7M |
|
891
Petrobras
PBR
$82.2B
| $179M | 0.01% |
12,410,766
-4,142,569
| -25% | -$59.7M |
|
892
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $179M | 0.01% |
2,278,609
+35,562
| +2% | +$2.79M |
|
893
Toll Brothers
TOL
$13.8B
| $179M | 0.01% |
1,155,766
+187,151
| +19% | +$28.9M |
|
894
Enphase Energy
ENPH
$4.85B
| $178M | 0.01% |
1,577,218
-191,628
| -11% | -$21.7M |
|
895
Campbell Soup
CPB
$9.98B
| $178M | 0.01% |
3,641,406
+217,553
| +6% | +$10.6M |
|
896
Dr. Reddy's Laboratories
RDY
$12.1B
| $178M | 0.01% |
11,210,660
+1,060,520
| +10% | +$16.9M |
|
897
iShares MSCI South Korea ETF
EWY
$5.38B
| $178M | 0.01% |
2,785,043
-94,274
| -3% | -$6.03M |
|
898
ProShares Short S&P500
SH
$1.23B
| $178M | 0.01% |
4,094,830
+2,897,016
| +242% | +$126M |
|
899
Waters Corp
WAT
$17.4B
| $177M | 0.01% |
490,836
-32,774
| -6% | -$11.8M |
|
900
HubSpot
HUBS
$25.8B
| $176M | 0.01% |
331,561
-86,257
| -21% | -$45.9M |
|