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 | |
|---|---|---|---|---|---|---|
2026
TFI International
TFII
$7.82B
| $41M | ﹤0.01% |
299,858
-5,984
| -2% | -$819K |
|
2027
TriNet
TNET
$3.32B
| $41M | ﹤0.01% |
423,063
+82,420
| +24% | +$7.99M |
|
2028
ReNew
RNW
$2.78B
| $41M | ﹤0.01% |
6,519,910
+1,134,487
| +21% | +$7.14M |
|
2029
RXO
RXO
$2.77B
| $41M | ﹤0.01% |
1,463,802
+217,203
| +17% | +$6.08M |
|
2030
LGI Homes
LGIH
$1.35B
| $41M | ﹤0.01% |
345,655
+147,195
| +74% | +$17.4M |
|
2031
Global X Emerging Markets Great Consumer ETF
EMC
$86.8M
| $40.9M | ﹤0.01% |
1,473,413
-149,781
| -9% | -$4.16M |
|
2032
WisdomTree Managed Futures Strategy Fund
WTMF
$169M
| $40.9M | ﹤0.01% |
1,152,829
+27,065
| +2% | +$961K |
|
2033
WPP
WPP
$5.83B
| $40.9M | ﹤0.01% |
800,187
-18,234
| -2% | -$933K |
|
2034
Federated Hermes
FHI
$4.16B
| $40.8M | ﹤0.01% |
1,110,741
-201,848
| -15% | -$7.42M |
|
2035
WisdomTree US SmallCap Earnings Fund
EES
$641M
| $40.8M | ﹤0.01% |
774,080
-41,021
| -5% | -$2.16M |
|
2036
Nuveen ESG Large-Cap Growth ETF
NULG
$1.78B
| $40.8M | ﹤0.01% |
493,763
+7,399
| +2% | +$611K |
|
|
FLG
2037
Flagstar Financial, Inc.
FLG
$5.2B
| $40.8M | ﹤0.01% |
3,630,269
+461,146
| +15% | +$5.18M |
|
2038
Astera Labs
ALAB
$38.5B
| $40.7M | ﹤0.01% |
777,618
+329,658
| +74% | +$17.3M |
|
2039
Glacier Bancorp
GBCI
$5.77B
| $40.7M | ﹤0.01% |
890,796
+130,117
| +17% | +$5.95M |
|
2040
Gildan
GIL
$8.17B
| $40.7M | ﹤0.01% |
863,264
+81,835
| +10% | +$3.86M |
|
2041
Axogen
AXGN
$749M
| $40.7M | ﹤0.01% |
2,900,413
+380,025
| +15% | +$5.33M |
|
2042
IAC Inc
IAC
$2.92B
| $40.5M | ﹤0.01% |
918,262
-169,547
| -16% | -$7.49M |
|
2043
ESAB
ESAB
$6.74B
| $40.5M | ﹤0.01% |
381,284
+3,715
| +1% | +$395K |
|
2044
Putnam Focused Large Cap Value ETF
PVAL
$4.28B
| $40.4M | ﹤0.01% |
1,065,785
+1,059,849
| +17,855% | +$40.2M |
|
2045
Tencent Music
TME
$39.2B
| $40.4M | ﹤0.01% |
3,355,169
-3,205,524
| -49% | -$38.6M |
|
2046
Travel + Leisure Co
TNL
$4.05B
| $40.4M | ﹤0.01% |
877,281
+142,803
| +19% | +$6.58M |
|
2047
iShares MSCI France ETF
EWQ
$395M
| $40.4M | ﹤0.01% |
1,000,236
-13,346
| -1% | -$539K |
|
2048
Smith & Nephew
SNN
$16.3B
| $40.4M | ﹤0.01% |
1,297,257
-127,585
| -9% | -$3.97M |
|
2049
Bloomin' Brands
BLMN
$591M
| $40.4M | ﹤0.01% |
2,443,346
+76,997
| +3% | +$1.27M |
|
2050
Sterling Infrastructure
STRL
$9.94B
| $40.4M | ﹤0.01% |
278,419
+93,315
| +50% | +$13.5M |
|