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 | +$1.78B | |
| 2 | +$1.64B | |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 | +$2.92B | |
| 2 | +$2.36B | |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Fomento Económico Mexicano
FMX
$32.4B
| $127M | 0.01% |
1,229,880
-175,530
|
|
||
1152
Community Bank
CBU
$2.93B
| $127M | 0.01% |
2,224,430
+529
|
|
||
1153
Zoom
ZM
$24B
| $126M | 0.01% |
1,618,943
+88,575
|
|
||
1154
Host Hotels & Resorts
HST
$11B
| $126M | 0.01% |
8,217,500
-1,006,914
|
|
||
1155
Avantis International Equity ETF
AVDE
$9.47B
| $126M | 0.01% |
1,702,820
+737,737
|
|
||
1156
Capital Group Municipal Income ETF
CGMU
$4.07B
| $126M | 0.01% |
4,720,170
+819,580
|
|
||
1157
Interparfums
IPAR
$3B
| $126M | 0.01% |
958,381
+46,660
|
|
||
1158
KT
KT
$8.98B
| $126M | 0.01% |
6,053,953
+344,915
|
|
||
1159
NuScale Power
SMR
$5.81B
| $125M | 0.01% |
3,168,279
+806,845
|
|
||
1160
Columbia Research Enhanced Core ETF
RECS
$3.76B
| $125M | 0.01% |
3,401,063
+1,003,167
|
|
||
1161
iShares Europe ETF
IEV
$2.19B
| $125M | 0.01% |
1,974,146
-23,980
|
|
||
1162
Rocket Lab Corp
RKLB
$32.1B
| $124M | 0.01% |
3,459,830
-256,188
|
|
||
1163
Kayne Anderson Energy Infrastructure Fund
KYN
$1.99B
| $124M | 0.01% |
9,723,496
+307,494
|
|
||
1164
AXIS Capital
AXS
$7.57B
| $123M | 0.01% |
1,188,874
+26,362
|
|
||
1165
Essential Utilities
WTRG
$11.4B
| $123M | 0.01% |
3,320,442
+78,671
|
|
||
1166
iShares Core International Aggregate Bond Fund
IAGG
$11.1B
| $123M | 0.01% |
2,405,733
+2,209,455
|
|
||
1167
Teck Resources
TECK
$21.4B
| $122M | 0.01% |
3,031,430
-940,533
|
|
||
1168
Ingredion
INGR
$7.72B
| $122M | 0.01% |
901,710
+13,924
|
|
||
1169
TPG
TPG
$8.3B
| $122M | 0.01% |
2,325,069
+515,693
|
|
||
1170
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
| $122M | 0.01% |
6,516,929
+346,249
|
|
||
1171
Kadant
KAI
$3.27B
| $121M | 0.01% |
381,270
+61,916
|
|
||
1172
Nokia
NOK
$28.1B
| $121M | 0.01% |
23,359,376
+4,308,707
|
|
||
1173
Enphase Energy
ENPH
$4.62B
| $121M | 0.01% |
3,048,482
+936,476
|
|
||
1174
Yum China
YUMC
$15.6B
| $121M | 0.01% |
2,700,195
-377,128
|
|
||
1175
Dayforce
DAY
$10.8B
| $121M | 0.01% |
2,179,464
-23,390
|
|