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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Healthpeak Properties
DOC
$11.6B
| $197M | 0.01% |
12,251,344
+71,508
|
|
||
|
CSW
952
CSW Industrials
CSW
$4.73B
| $197M | 0.01% |
669,601
+109,650
|
|
||
953
Sterling Infrastructure
STRL
$13.4B
| $196M | 0.01% |
638,566
-150,957
|
|
||
|
SOLS
954
Solstice Advanced Materials
SOLS
$13.1B
| $195M | 0.01% |
+4,017,107
|
|
||
955
CAVA Group
CAVA
$10B
| $195M | 0.01% |
3,318,894
+835,628
|
|
||
956
A.O. Smith
AOS
$9.3B
| $195M | 0.01% |
2,909,395
+101,453
|
|
||
957
First Trust Senior Loan Fund ETF
FTSL
$2.18B
| $194M | 0.01% |
4,226,966
-335,484
|
|
||
958
Qiagen
QGEN
$8.45B
| $194M | 0.01% |
4,306,976
-69,749
|
|
||
959
NatWest
NWG
$65.4B
| $194M | 0.01% |
11,061,146
+1,009,044
|
|
||
960
TopBuild
BLD
$10.8B
| $193M | 0.01% |
462,840
+165,126
|
|
||
961
Invesco
IVZ
$10.5B
| $193M | 0.01% |
7,338,776
-293,135
|
|
||
962
Tyson Foods
TSN
$23B
| $193M | 0.01% |
3,286,088
-56,976
|
|
||
963
Allegion
ALLE
$12.6B
| $193M | 0.01% |
1,209,676
-125,535
|
|
||
964
iShares US Home Construction ETF
ITB
$2.5B
| $192M | 0.01% |
1,994,342
+219,142
|
|
||
965
Williams-Sonoma
WSM
$22.8B
| $192M | 0.01% |
1,074,827
-55,004
|
|
||
966
Rogers Communications
RCI
$17.7B
| $192M | 0.01% |
5,080,341
+2,945,885
|
|
||
967
Envista
NVST
$4.35B
| $191M | 0.01% |
8,809,244
-1,203,171
|
|
||
968
John Hancock Multifactor Mid Cap ETF
JHMM
$5.07B
| $191M | 0.01% |
2,914,232
+140,174
|
|
||
969
Mueller Industries
MLI
$13.4B
| $191M | 0.01% |
1,659,496
+146,460
|
|
||
970
Norwegian Cruise Line
NCLH
$9.09B
| $190M | 0.01% |
8,520,548
+2,586,395
|
|
||
971
Universal Health Services
UHS
$11.5B
| $190M | 0.01% |
871,377
+325,162
|
|
||
972
ProShares S&P 500 High Income ETF
ISPY
$1.2B
| $190M | 0.01% |
4,162,211
+935,443
|
|
||
973
United Therapeutics
UTHR
$25.2B
| $190M | 0.01% |
389,275
-49,529
|
|
||
974
Clearwater Analytics
CWAN
$7.11B
| $189M | 0.01% |
7,855,686
+1,074,771
|
|
||
975
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
| $189M | 0.01% |
2,249,203
-64,698
|
|