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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
Chewy
CHWY
$8.55B
| $219M | 0.01% |
8,119,184
+458,926
|
|
||
902
CoStar Group
CSGP
$11.6B
| $218M | 0.01% |
5,412,615
+121,479
|
|
||
903
Tyson Foods
TSN
$20.4B
| $218M | 0.01% |
3,407,357
+121,269
|
|
||
904
Gabelli Dividend & Income Trust
GDV
$2.6B
| $218M | 0.01% |
8,095,216
-224,372
|
|
||
905
Insmed
INSM
$25.1B
| $218M | 0.01% |
1,331,542
-300,364
|
|
||
906
Viatris
VTRS
$18.9B
| $217M | 0.01% |
16,089,939
-90,028
|
|
||
907
Prosperity Bancshares
PB
$8.63B
| $217M | 0.01% |
3,226,327
-453,544
|
|
||
908
TechnipFMC
FTI
$28.6B
| $216M | 0.01% |
3,124,767
+90,612
|
|
||
909
Southwest Airlines
LUV
$23.7B
| $215M | 0.01% |
5,731,005
-497,470
|
|
||
910
Las Vegas Sands
LVS
$30.9B
| $215M | 0.01% |
3,992,414
+670,064
|
|
||
911
First Trust Senior Loan Fund ETF
FTSL
$2.31B
| $214M | 0.01% |
4,778,588
+551,622
|
|
||
912
Bentley Systems
BSY
$9.62B
| $214M | 0.01% |
6,089,960
+616,023
|
|
||
913
Imperial Oil
IMO
$58.3B
| $214M | 0.01% |
1,634,686
-232,677
|
|
||
914
iShares MSCI China ETF
MCHI
$6.11B
| $213M | 0.01% |
3,795,705
+428,746
|
|
||
915
Deckers Outdoor
DECK
$14.7B
| $212M | 0.01% |
2,120,324
+11,940
|
|
||
916
NVR
NVR
$17.5B
| $212M | 0.01% |
32,181
+892
|
|
||
917
EastGroup Properties
EGP
$11.3B
| $212M | 0.01% |
1,143,563
-90,179
|
|
||
918
Brown & Brown
BRO
$22.9B
| $212M | 0.01% |
3,244,972
-1,375,150
|
|
||
919
iShares Core MSCI Europe ETF
IEUR
$8.66B
| $211M | 0.01% |
3,005,929
-387,042
|
|
||
920
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $211M | 0.01% |
7,009,627
-1,702,716
|
|
||
921
Amcor
AMCR
$20B
| $209M | 0.01% |
5,261,194
-786,391
|
|
||
922
RELX
RELX
$56.8B
| $209M | 0.01% |
6,299,409
+19,713
|
|
||
923
Dick's Sporting Goods
DKS
$19.5B
| $209M | 0.01% |
1,052,855
-44,593
|
|
||
924
J.M. Smucker
SJM
$11.9B
| $209M | 0.01% |
2,164,404
-322,192
|
|
||
925
HealthEquity
HQY
$7.89B
| $208M | 0.01% |
2,485,913
+999,856
|
|