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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Roblox
RBLX
|
$1.23B |
| 4 |
Wayfair
W
|
$1.05B |
| 5 |
CrowdStrike
CRWD
|
$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ally Financial
ALLY
$12.7B
| $735M | 0.1% |
14,751,445
-1,715,685
| -10% | -$85.5M |
|
202
Moody's
MCO
$89.5B
| $730M | 0.1% |
2,014,775
+130,904
| +7% | +$47.4M |
|
203
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $729M | 0.1% |
4,200,177
-282,825
| -6% | -$49.1M |
|
204
IQVIA
IQV
$31.9B
| $718M | 0.09% |
2,963,435
+137,580
| +5% | +$33.3M |
|
205
Skillz
SKLZ
$114M
| $711M | 0.09% |
1,636,961
-52,537
| -3% | -$22.8M |
|
|
DIDI
206
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
| $695M | 0.09% |
+49,152,168
| New | +$695M |
|
207
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $685M | 0.09% |
6,951,955
+749,776
| +12% | +$73.8M |
|
208
iShares MSCI Brazil ETF
EWZ
$5.47B
| $672M | 0.09% |
16,570,994
+3,636,607
| +28% | +$147M |
|
209
S&P Global
SPGI
$164B
| $666M | 0.09% |
1,623,428
-80,427
| -5% | -$33M |
|
210
iShares Select Dividend ETF
DVY
$20.8B
| $664M | 0.09% |
5,696,156
+283,587
| +5% | +$33.1M |
|
211
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
| $664M | 0.09% |
6,722,569
+256,531
| +4% | +$25.3M |
|
212
Coupang
CPNG
$52.7B
| $650M | 0.09% |
15,544,318
-1,029,595
| -6% | -$43.1M |
|
213
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
| $648M | 0.09% |
10,638,726
+1,561,111
| +17% | +$95.1M |
|
214
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $648M | 0.09% |
6,815,611
+1,087,533
| +19% | +$103M |
|
215
lululemon athletica
LULU
$19.9B
| $646M | 0.09% |
1,768,772
-70,095
| -4% | -$25.6M |
|
216
Mondelez International
MDLZ
$79.9B
| $642M | 0.08% |
10,286,686
-1,832,028
| -15% | -$114M |
|
217
Northrop Grumman
NOC
$83.2B
| $627M | 0.08% |
1,725,988
+119,686
| +7% | +$43.5M |
|
218
Exelon
EXC
$43.9B
| $622M | 0.08% |
19,688,805
+1,223,268
| +7% | +$38.7M |
|
219
Lam Research
LRCX
$130B
| $619M | 0.08% |
9,514,340
+2,743,060
| +41% | +$178M |
|
220
Advanced Micro Devices
AMD
$245B
| $618M | 0.08% |
6,581,085
-3,035,490
| -32% | -$285M |
|
221
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $612M | 0.08% |
3,426,201
+99,006
| +3% | +$17.7M |
|
222
SPDR S&P Dividend ETF
SDY
$20.5B
| $611M | 0.08% |
4,992,932
+131,844
| +3% | +$16.1M |
|
223
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $607M | 0.08% |
4,571,549
+563,627
| +14% | +$74.9M |
|
224
Match Group
MTCH
$9.18B
| $606M | 0.08% |
3,761,007
-48,301
| -1% | -$7.79M |
|
225
iShares MBS ETF
MBB
$41.3B
| $601M | 0.08% |
5,551,388
+328,490
| +6% | +$35.6M |
|