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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Pinnacle West Capital
PNW
$10.4B
| $172M | 0.01% |
1,806,916
+49,218
| +3% | +$4.69M |
|
927
CyberArk
CYBR
$23.7B
| $172M | 0.01% |
508,987
+50,062
| +11% | +$16.9M |
|
928
Futu Holdings
FUTU
$26.2B
| $172M | 0.01% |
1,675,749
-1,007,304
| -38% | -$103M |
|
929
Huazhu Hotels Group
HTHT
$11.4B
| $171M | 0.01% |
4,608,194
-814,203
| -15% | -$30.1M |
|
930
iShares US Home Construction ETF
ITB
$3.26B
| $170M | 0.01% |
1,784,217
+264,988
| +17% | +$25.2M |
|
931
Amdocs
DOX
$9.43B
| $170M | 0.01% |
1,854,387
+155,716
| +9% | +$14.2M |
|
932
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.6B
| $170M | 0.01% |
5,099,403
-403,393
| -7% | -$13.4M |
|
933
Selective Insurance
SIGI
$4.79B
| $169M | 0.01% |
1,851,154
-523,425
| -22% | -$47.9M |
|
934
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $169M | 0.01% |
8,648,024
+148,964
| +2% | +$2.92M |
|
935
Everest Group
EG
$14.3B
| $169M | 0.01% |
466,028
-142,056
| -23% | -$51.6M |
|
|
AZEK
936
DELISTED
The AZEK Co
AZEK
| $169M | 0.01% |
3,458,276
+1,098,109
| +47% | +$53.7M |
|
937
Teva Pharmaceuticals
TEVA
$22.6B
| $169M | 0.01% |
10,997,926
-3,913,193
| -26% | -$60.1M |
|
938
Okta
OKTA
$16.5B
| $169M | 0.01% |
1,602,013
-15,151
| -0.9% | -$1.59M |
|
939
Vanguard Total World Bond ETF
BNDW
$1.33B
| $168M | 0.01% |
2,446,915
+69,569
| +3% | +$4.79M |
|
940
Neurocrine Biosciences
NBIX
$14.3B
| $168M | 0.01% |
1,518,237
-55,060
| -3% | -$6.09M |
|
941
Advanced Drainage Systems
WMS
$10.7B
| $168M | 0.01% |
1,545,383
+305,606
| +25% | +$33.2M |
|
942
iShares US Medical Devices ETF
IHI
$4.35B
| $167M | 0.01% |
2,779,223
-72,951
| -3% | -$4.39M |
|
943
Criteo
CRTO
$1.21B
| $167M | 0.01% |
4,715,516
-151,446
| -3% | -$5.36M |
|
944
Jacobs Solutions
J
$17.2B
| $167M | 0.01% |
1,392,368
+52,802
| +4% | +$6.32M |
|
945
CarMax
KMX
$9.21B
| $166M | 0.01% |
2,134,866
+272,277
| +15% | +$21.2M |
|
946
Masco
MAS
$15.4B
| $166M | 0.01% |
2,391,913
+33,229
| +1% | +$2.31M |
|
947
Davis Select US Equity ETF
DUSA
$796M
| $166M | 0.01% |
3,928,069
+343,712
| +10% | +$14.5M |
|
|
SW
948
Smurfit Westrock plc
SW
$23.7B
| $166M | 0.01% |
3,682,184
+576,728
| +19% | +$26M |
|
949
Cooper Companies
COO
$13.6B
| $166M | 0.01% |
1,964,188
+88,963
| +5% | +$7.5M |
|
950
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
| $164M | 0.01% |
2,140,872
-39,623
| -2% | -$3.04M |
|