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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Textron
TXT
$15.2B
| $194M | 0.01% |
2,296,726
-215,506
|
|
||
952
XPO
XPO
$17.2B
| $194M | 0.01% |
1,501,100
+177,179
|
|
||
953
DraftKings
DKNG
$17.1B
| $193M | 0.01% |
5,172,376
+129,102
|
|
||
954
Celsius Holdings
CELH
$11.1B
| $193M | 0.01% |
3,363,566
-1,113,283
|
|
||
955
AB InBev
BUD
$126B
| $193M | 0.01% |
3,239,389
+574,279
|
|
||
956
PGIM AAA CLO ETF
PAAA
$5.53B
| $193M | 0.01% |
3,747,151
+619,016
|
|
||
957
Aptiv
APTV
$16.7B
| $192M | 0.01% |
2,231,689
+33,096
|
|
||
958
Revvity
RVTY
$10.9B
| $192M | 0.01% |
2,194,381
+692,165
|
|
||
959
Dropbox
DBX
$7.19B
| $192M | 0.01% |
6,362,845
-1,129,736
|
|
||
960
Southwest Airlines
LUV
$21.9B
| $191M | 0.01% |
5,983,584
+103,479
|
|
||
961
Masco
MAS
$13.5B
| $190M | 0.01% |
2,705,684
+111,449
|
|
||
962
Amcor
AMCR
$19.2B
| $190M | 0.01% |
23,281,093
-2,799,207
|
|
||
963
iShares US Home Construction ETF
ITB
$2.65B
| $190M | 0.01% |
1,775,200
-796,815
|
|
||
964
iShares MSCI China ETF
MCHI
$7.65B
| $190M | 0.01% |
2,890,927
+287,753
|
|
||
965
NiSource
NI
$19.7B
| $190M | 0.01% |
4,384,505
-453,960
|
|
||
966
Fabrinet
FN
$16.2B
| $189M | 0.01% |
519,357
+72,618
|
|
||
967
Aecom
ACM
$12.9B
| $189M | 0.01% |
1,447,500
-70,112
|
|
||
968
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $188M | 0.01% |
1,823,297
+35,760
|
|
||
969
Molina Healthcare
MOH
$8.27B
| $188M | 0.01% |
984,624
+383,776
|
|
||
970
Sprott Physical Gold and Silver Trust
CEF
$8.51B
| $188M | 0.01% |
5,127,042
+1,120,453
|
|
||
971
Aaon
AAON
$6.4B
| $188M | 0.01% |
2,009,449
-185,075
|
|
||
972
Commerce Bancshares
CBSH
$7.38B
| $187M | 0.01% |
3,136,758
+93,997
|
|
||
973
Blackstone Secured Lending
BXSL
$6.44B
| $187M | 0.01% |
7,180,773
-627,990
|
|
||
974
DaVita
DVA
$8.32B
| $187M | 0.01% |
1,405,889
-143,760
|
|
||
975
GFL Environmental
GFL
$15.3B
| $186M | 0.01% |
3,932,626
+213,553
|
|