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 |
Apple
AAPL
|
+$1.91B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.33B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.08B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$3.18B |
| 2 |
Altria Group
MO
|
+$1.28B |
| 3 |
Carvana
CVNA
|
+$1.1B |
| 4 |
Danaher
DHR
|
+$820M |
| 5 |
RTX Corp
RTX
|
+$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Curtiss-Wright
CW
$18.7B
| $140M | 0.01% |
515,159
+102,849
| +25% | +$27.9M |
|
977
Vanguard Russell 1000 ETF
VONE
$6.73B
| $139M | 0.01% |
566,695
+24,730
| +5% | +$6.09M |
|
978
Pembina Pipeline
PBA
$22.5B
| $139M | 0.01% |
3,755,707
+594,726
| +19% | +$22.1M |
|
979
Owens Corning
OC
$12.8B
| $138M | 0.01% |
796,819
+292
| +0% | +$50.7K |
|
980
CarMax
KMX
$8.88B
| $138M | 0.01% |
1,887,224
-54,546
| -3% | -$4M |
|
981
WESCO International
WCC
$10.5B
| $138M | 0.01% |
872,453
+237,670
| +37% | +$37.7M |
|
982
Globe Life
GL
$11.3B
| $138M | 0.01% |
1,679,627
+419,959
| +33% | +$34.6M |
|
983
CubeSmart
CUBE
$9.29B
| $138M | 0.01% |
3,046,335
+367,978
| +14% | +$16.6M |
|
984
Criteo
CRTO
$1.18B
| $137M | 0.01% |
3,642,427
+696,891
| +24% | +$26.3M |
|
985
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $137M | 0.01% |
7,151,481
-46,323
| -0.6% | -$888K |
|
986
Wynn Resorts
WYNN
$12.8B
| $137M | 0.01% |
1,531,082
+22,783
| +2% | +$2.04M |
|
987
Incyte
INCY
$16.8B
| $137M | 0.01% |
2,254,474
-667,844
| -23% | -$40.5M |
|
988
ING
ING
$73B
| $136M | 0.01% |
7,947,061
+377,255
| +5% | +$6.47M |
|
989
Norwegian Cruise Line
NCLH
$11.5B
| $135M | 0.01% |
7,207,307
+801,594
| +13% | +$15.1M |
|
990
BorgWarner
BWA
$9.34B
| $135M | 0.01% |
4,186,667
+242,102
| +6% | +$7.81M |
|
991
Teledyne Technologies
TDY
$25.6B
| $135M | 0.01% |
347,660
+14,857
| +4% | +$5.76M |
|
992
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $135M | 0.01% |
2,686,110
+44,201
| +2% | +$2.22M |
|
993
Amcor
AMCR
$19B
| $135M | 0.01% |
13,789,460
+16,791
| +0.1% | +$164K |
|
994
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.86B
| $135M | 0.01% |
1,979,420
-29,872
| -1% | -$2.03M |
|
995
American Homes 4 Rent
AMH
$12.7B
| $135M | 0.01% |
3,625,013
+69,510
| +2% | +$2.58M |
|
996
Atmus Filtration Technologies
ATMU
$3.74B
| $134M | 0.01% |
4,664,668
+698,449
| +18% | +$20.1M |
|
997
Vanguard Total International Bond ETF
BNDX
$68.5B
| $134M | 0.01% |
2,751,356
-358,804
| -12% | -$17.5M |
|
998
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $134M | 0.01% |
2,253,341
+256,844
| +13% | +$15.2M |
|
999
Bath & Body Works
BBWI
$5.81B
| $133M | 0.01% |
3,406,294
-550,244
| -14% | -$21.5M |
|
1000
News Corp Class A
NWSA
$16.2B
| $133M | 0.01% |
4,820,827
+425,716
| +10% | +$11.7M |
|