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 | |
|---|---|---|---|---|---|---|
901
TotalEnergies
TTE
$134B
| $91.5M | 0.01% |
2,022,705
+366,069
| +22% | +$16.6M |
|
902
Campbell Soup
CPB
$9.98B
| $91.4M | 0.01% |
2,005,642
+373,208
| +23% | +$17M |
|
903
Atlassian
TEAM
$45.7B
| $91.2M | 0.01% |
355,071
+50,123
| +16% | +$12.9M |
|
904
Essex Property Trust
ESS
$17B
| $91.2M | 0.01% |
303,979
-158,363
| -34% | -$47.5M |
|
905
MP Materials
MP
$11.2B
| $91M | 0.01% |
2,469,109
-1,985,294
| -45% | -$73.2M |
|
|
NAV
906
DELISTED
Navistar International
NAV
| $90.9M | 0.01% |
2,042,429
-34,353
| -2% | -$1.53M |
|
907
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.68B
| $90.8M | 0.01% |
1,584,576
-8,496
| -0.5% | -$487K |
|
908
Bunge Global
BG
$16.5B
| $90.8M | 0.01% |
1,161,433
+190,022
| +20% | +$14.9M |
|
909
Whirlpool
WHR
$5.24B
| $90.7M | 0.01% |
416,174
+55,658
| +15% | +$12.1M |
|
910
Medical Properties Trust
MPW
$2.77B
| $90.5M | 0.01% |
4,501,982
+1,115,386
| +33% | +$22.4M |
|
911
Hartford Financial Services
HIG
$36.9B
| $90.4M | 0.01% |
1,458,772
+687,072
| +89% | +$42.6M |
|
912
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.09B
| $90.3M | 0.01% |
2,359,397
+565,350
| +32% | +$21.6M |
|
|
MXIM
913
DELISTED
Maxim Integrated Products
MXIM
| $90.2M | 0.01% |
856,112
+117,952
| +16% | +$12.4M |
|
|
MIC
914
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $90.1M | 0.01% |
2,355,230
-1,612,638
| -41% | -$61.7M |
|
915
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $90.1M | 0.01% |
1,927,612
+21,463
| +1% | +$1M |
|
916
Blackstone Mortgage Trust
BXMT
$3.41B
| $90.1M | 0.01% |
2,823,983
+185,083
| +7% | +$5.9M |
|
|
GRA
917
DELISTED
W.R. Grace & Co.
GRA
| $89.8M | 0.01% |
1,298,699
+1,154,019
| +798% | +$79.8M |
|
918
Mettler-Toledo International
MTD
$25.8B
| $89.7M | 0.01% |
64,742
+5,515
| +9% | +$7.64M |
|
919
Boston Beer
SAM
$2.39B
| $89.4M | 0.01% |
87,538
+46,921
| +116% | +$47.9M |
|
920
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $89.3M | 0.01% |
586,332
-215,675
| -27% | -$32.9M |
|
921
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $89.1M | 0.01% |
1,903,612
+198,189
| +12% | +$9.28M |
|
922
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.93B
| $89.1M | 0.01% |
653,257
-8,106
| -1% | -$1.11M |
|
923
Agnico Eagle Mines
AEM
$77.2B
| $89M | 0.01% |
1,472,959
+462,968
| +46% | +$28M |
|
924
Davis Select International ETF
DINT
$253M
| $89M | 0.01% |
3,821,895
-39,280
| -1% | -$915K |
|
925
Gaotu Techedu
GOTU
$889M
| $89M | 0.01% |
6,026,049
-813,273
| -12% | -$12M |
|