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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Capital Group Global Growth Equity ETF
CGGO
$7.06B
| $150M | 0.01% |
4,959,941
+1,429,644
| +40% | +$43.1M |
|
977
Commault Systems
CVLT
$7.81B
| $149M | 0.01% |
971,193
-53,242
| -5% | -$8.19M |
|
978
GXO Logistics
GXO
$5.85B
| $149M | 0.01% |
2,861,531
-135,325
| -5% | -$7.05M |
|
|
FPF
979
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.18B
| $149M | 0.01% |
7,629,129
+412,934
| +6% | +$8.06M |
|
980
Western Midstream Partners
WES
$14.5B
| $149M | 0.01% |
3,889,394
+620,997
| +19% | +$23.8M |
|
981
Kimco Realty
KIM
$15.2B
| $148M | 0.01% |
6,391,840
-15,724
| -0.2% | -$365K |
|
982
F5
FFIV
$19.2B
| $148M | 0.01% |
672,262
+27,937
| +4% | +$6.15M |
|
983
Allegion
ALLE
$15.1B
| $148M | 0.01% |
1,013,866
+279,925
| +38% | +$40.8M |
|
|
CNH
984
CNH Industrial
CNH
$14.1B
| $148M | 0.01% |
13,302,151
+566,720
| +4% | +$6.29M |
|
985
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $148M | 0.01% |
2,918,500
+520,998
| +22% | +$26.3M |
|
986
Jackson Financial
JXN
$6.86B
| $147M | 0.01% |
1,616,597
+151,144
| +10% | +$13.8M |
|
987
Installed Building Products
IBP
$7.4B
| $147M | 0.01% |
598,776
+194,170
| +48% | +$47.8M |
|
988
Qiagen
QGEN
$9.91B
| $147M | 0.01% |
3,144,228
-202,226
| -6% | -$9.48M |
|
989
Brookfield Infrastructure Partners
BIP
$14.3B
| $147M | 0.01% |
4,194,327
-356,296
| -8% | -$12.5M |
|
|
SW
990
Smurfit Westrock plc
SW
$23.7B
| $147M | 0.01% |
+2,965,442
| New | +$147M |
|
991
10x Genomics
TXG
$1.63B
| $146M | 0.01% |
6,476,307
+702,439
| +12% | +$15.9M |
|
992
Assurant
AIZ
$10.6B
| $145M | 0.01% |
730,534
-32,049
| -4% | -$6.37M |
|
993
Golar LNG
GLNG
$4.25B
| $145M | 0.01% |
3,951,298
+1,713,654
| +77% | +$63M |
|
994
Vanguard Communication Services ETF
VOX
$5.82B
| $145M | 0.01% |
998,142
-35,112
| -3% | -$5.1M |
|
995
Dropbox
DBX
$8.29B
| $145M | 0.01% |
5,706,457
+644,336
| +13% | +$16.4M |
|
996
Toro Company
TTC
$7.8B
| $145M | 0.01% |
1,668,930
-147,028
| -8% | -$12.8M |
|
997
National Grid
NGG
$69.9B
| $145M | 0.01% |
2,172,687
+282,493
| +15% | +$18.8M |
|
998
Reliance Steel & Aluminium
RS
$15.6B
| $145M | 0.01% |
500,164
-41,858
| -8% | -$12.1M |
|
999
Amdocs
DOX
$9.25B
| $144M | 0.01% |
1,651,160
-133,569
| -7% | -$11.7M |
|
1000
Natera
NTRA
$23.9B
| $144M | 0.01% |
1,136,531
-298,931
| -21% | -$37.9M |
|