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 | |
|---|---|---|---|---|---|---|
2026
AngloGold Ashanti
AU
$32.6B
| $30.8M | ﹤0.01% |
1,948,210
-40,878
| -2% | -$646K |
|
2027
Kyndryl
KD
$7.35B
| $30.7M | ﹤0.01% |
2,033,031
+899,543
| +79% | +$13.6M |
|
2028
WPP
WPP
$5.66B
| $30.7M | ﹤0.01% |
688,225
+10,560
| +2% | +$471K |
|
2029
Ashland
ASH
$2.34B
| $30.7M | ﹤0.01% |
375,498
+36,766
| +11% | +$3M |
|
2030
First Trust Natural Gas ETF
FCG
$336M
| $30.6M | ﹤0.01% |
1,176,672
-203,427
| -15% | -$5.29M |
|
2031
Enovix
ENVX
$2.03B
| $30.6M | ﹤0.01% |
2,783,849
-512,916
| -16% | -$5.63M |
|
2032
Watts Water Technologies
WTS
$9.35B
| $30.5M | ﹤0.01% |
176,758
-12,901
| -7% | -$2.23M |
|
|
ISD
2033
PGIM High Yield Bond Fund
ISD
$488M
| $30.5M | ﹤0.01% |
2,592,051
-324,329
| -11% | -$3.82M |
|
2034
Payoneer
PAYO
$2.44B
| $30.5M | ﹤0.01% |
4,983,492
+9,549
| +0.2% | +$58.4K |
|
2035
International Seaways
INSW
$2.42B
| $30.5M | ﹤0.01% |
677,636
-6,772
| -1% | -$305K |
|
2036
Global X S&P 500 Catholic Values ETF
CATH
$1.07B
| $30.5M | ﹤0.01% |
582,233
+16,284
| +3% | +$852K |
|
2037
Aegon
AEG
$12.1B
| $30.4M | ﹤0.01% |
6,338,637
+85,055
| +1% | +$408K |
|
2038
American Eagle Outfitters
AEO
$3.44B
| $30.3M | ﹤0.01% |
1,824,909
-872,663
| -32% | -$14.5M |
|
2039
iShares MSCI France ETF
EWQ
$392M
| $30.3M | ﹤0.01% |
851,689
-46,613
| -5% | -$1.66M |
|
|
MOND
2040
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
| $30.2M | ﹤0.01% |
8,465,479
-2,000
| -0% | -$7.14K |
|
|
VRTV
2041
DELISTED
VERITIV CORPORATION
VRTV
| $30.2M | ﹤0.01% |
178,924
+11,894
| +7% | +$2.01M |
|
2042
Teekay Tankers
TNK
$1.91B
| $30.2M | ﹤0.01% |
725,794
+5,366
| +0.7% | +$223K |
|
2043
Ziff Davis
ZD
$1.57B
| $30.2M | ﹤0.01% |
474,257
-6,865
| -1% | -$437K |
|
2044
Dynavax Technologies
DVAX
$1.12B
| $30.2M | ﹤0.01% |
2,042,283
-37,910
| -2% | -$560K |
|
2045
Clarivate
CLVT
$2.75B
| $30.1M | ﹤0.01% |
4,483,804
+3,374,285
| +304% | +$22.6M |
|
2046
Howard Hughes
HHH
$4.88B
| $30.1M | ﹤0.01% |
425,714
+71,416
| +20% | +$5.05M |
|
2047
First Hawaiian
FHB
$3.16B
| $30.1M | ﹤0.01% |
1,665,189
+213,448
| +15% | +$3.85M |
|
2048
Zurn Elkay Water Solutions
ZWS
$7.91B
| $30.1M | ﹤0.01% |
1,072,581
-260
| -0% | -$7.29K |
|
2049
Winmark
WINA
$1.78B
| $30M | ﹤0.01% |
80,522
+25,287
| +46% | +$9.44M |
|
2050
InterDigital
IDCC
$8.44B
| $30M | ﹤0.01% |
373,722
+40,417
| +12% | +$3.24M |
|