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
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Fox Class A
FOXA
$26B
| $83.6M | 0.01% |
2,680,623
-153,089
| -5% | -$4.78M |
|
1177
Graphic Packaging
GPK
$6.14B
| $83.6M | 0.01% |
3,753,565
-507,697
| -12% | -$11.3M |
|
1178
New York Times
NYT
$9.59B
| $83.6M | 0.01% |
2,028,087
+312,368
| +18% | +$12.9M |
|
1179
Forward Air
FWRD
$904M
| $83.4M | 0.01% |
1,213,405
+428,912
| +55% | +$29.5M |
|
1180
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $83.3M | 0.01% |
10,345,999
+117,641
| +1% | +$947K |
|
1181
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $83.3M | 0.01% |
3,417,003
+230,562
| +7% | +$5.62M |
|
1182
Unity
U
$18.4B
| $82.8M | 0.01% |
2,638,620
+221,779
| +9% | +$6.96M |
|
1183
Criteo
CRTO
$1.15B
| $82.5M | 0.01% |
2,824,392
-39,048
| -1% | -$1.14M |
|
|
ENLC
1184
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $82.3M | 0.01% |
6,731,813
+1,458,984
| +28% | +$17.8M |
|
1185
Ingredion
INGR
$8.09B
| $82.2M | 0.01% |
835,335
-56,190
| -6% | -$5.53M |
|
|
IBDP
1186
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $82M | 0.01% |
3,317,090
+144,529
| +5% | +$3.57M |
|
1187
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $81.9M | 0.01% |
2,642,586
+254,340
| +11% | +$7.89M |
|
1188
CarGurus
CARG
$3.58B
| $81.9M | 0.01% |
4,676,753
-135,400
| -3% | -$2.37M |
|
1189
Telefonica
TEF
$30.3B
| $81.8M | 0.01% |
20,110,015
-478,801
| -2% | -$1.95M |
|
1190
Etsy
ETSY
$5.84B
| $81.8M | 0.01% |
1,266,692
-137,733
| -10% | -$8.89M |
|
1191
NNN REIT
NNN
$8.12B
| $81.8M | 0.01% |
2,313,419
+212,276
| +10% | +$7.5M |
|
1192
Toro Company
TTC
$7.76B
| $81.7M | 0.01% |
982,874
+96,444
| +11% | +$8.01M |
|
1193
Oshkosh
OSK
$8.77B
| $81.6M | 0.01% |
855,571
+11,503
| +1% | +$1.1M |
|
1194
Equitable Holdings
EQH
$16.2B
| $81.5M | 0.01% |
2,870,955
-136,547
| -5% | -$3.88M |
|
1195
Simpson Manufacturing
SSD
$7.86B
| $81.5M | 0.01% |
543,784
-18,837
| -3% | -$2.82M |
|
1196
Schwab US Large- Cap ETF
SCHX
$60.3B
| $81.4M | 0.01% |
4,826,028
+1,911,339
| +66% | +$32.2M |
|
|
SGI
1197
Somnigroup International Inc.
SGI
$17.6B
| $81.3M | 0.01% |
1,875,160
-191,465
| -9% | -$8.3M |
|
1198
UDR
UDR
$12.7B
| $81.2M | 0.01% |
2,275,820
-38,728
| -2% | -$1.38M |
|
1199
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
| $81.1M | 0.01% |
4,181,099
-173,311
| -4% | -$3.36M |
|
1200
Vanguard Long-Term Bond ETF
BLV
$5.72B
| $81M | 0.01% |
1,207,925
-455,982
| -27% | -$30.6M |
|