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 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Steel Dynamics
STLD
$19.9B
| $71.1M | 0.01% |
1,400,993
+364,201
| +35% | +$18.5M |
|
952
Marvell Technology
MRVL
$58.1B
| $71.1M | 0.01% |
1,451,487
+571,978
| +65% | +$28M |
|
953
Oshkosh
OSK
$8.95B
| $70.9M | 0.01% |
597,763
+88,661
| +17% | +$10.5M |
|
954
SPDR Portfolio S&P 500 ETF
SPLG
$85.8B
| $70.5M | 0.01% |
1,513,433
+103,417
| +7% | +$4.82M |
|
|
MNDT
955
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $70.3M | 0.01% |
3,593,051
-25,055
| -0.7% | -$490K |
|
956
Cincinnati Financial
CINF
$24.2B
| $69.7M | 0.01% |
676,259
-190,438
| -22% | -$19.6M |
|
957
Teradyne
TER
$18.5B
| $69.7M | 0.01% |
572,416
-1,157,194
| -67% | -$141M |
|
958
NetApp
NTAP
$24.8B
| $69.4M | 0.01% |
954,412
+409,376
| +75% | +$29.7M |
|
959
Invesco S&P 500 High Beta ETF
SPHB
$448M
| $69.3M | 0.01% |
996,009
+33,139
| +3% | +$2.3M |
|
960
Williams-Sonoma
WSM
$24.8B
| $69.2M | 0.01% |
772,568
+132,082
| +21% | +$11.8M |
|
961
DaVita
DVA
$9.55B
| $69.2M | 0.01% |
641,977
+170,014
| +36% | +$18.3M |
|
962
Vanguard S&P 500 Value ETF
VOOV
$5.71B
| $69.2M | 0.01% |
506,018
+67,139
| +15% | +$9.18M |
|
963
Schneider National
SNDR
$4.26B
| $69M | 0.01% |
2,762,066
+48,390
| +2% | +$1.21M |
|
964
Sprouts Farmers Market
SFM
$13.5B
| $68.5M | 0.01% |
2,574,701
+1,922,160
| +295% | +$51.2M |
|
965
Western Union
WU
$2.73B
| $68.5M | 0.01% |
2,778,186
+275,662
| +11% | +$6.8M |
|
966
ARK Fintech Innovation ETF
ARKF
$1.38B
| $68.5M | 0.01% |
1,339,896
+774,749
| +137% | +$39.6M |
|
967
Mettler-Toledo International
MTD
$26.3B
| $68.4M | 0.01% |
59,227
-12,171
| -17% | -$14.1M |
|
|
WWE
968
DELISTED
World Wrestling Entertainment
WWE
| $68.4M | 0.01% |
1,260,499
+654,769
| +108% | +$35.5M |
|
969
Five Below
FIVE
$7.98B
| $68.3M | 0.01% |
358,179
-150,150
| -30% | -$28.6M |
|
970
Macy's
M
$4.63B
| $68.1M | 0.01% |
4,209,283
+423,535
| +11% | +$6.86M |
|
971
Booz Allen Hamilton
BAH
$12.8B
| $68M | 0.01% |
844,599
+94,257
| +13% | +$7.59M |
|
972
Monster Beverage
MNST
$62.4B
| $68M | 0.01% |
1,492,394
-784,006
| -34% | -$35.7M |
|
973
Vanguard Utilities ETF
VPU
$7.32B
| $67.5M | 0.01% |
480,283
-33,551
| -7% | -$4.71M |
|
|
MXIM
974
DELISTED
Maxim Integrated Products
MXIM
| $67.4M | 0.01% |
738,160
-256,560
| -26% | -$23.4M |
|
975
Diamondback Energy
FANG
$40.2B
| $67.3M | 0.01% |
916,165
+176,826
| +24% | +$13M |
|