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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $497M | 0.07% |
2,316,197
-21,202
| -0.9% | -$4.55M |
|
252
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
| $488M | 0.07% |
4,007,922
-687,613
| -15% | -$83.7M |
|
253
Air Products & Chemicals
APD
$65B
| $484M | 0.07% |
1,719,603
+363,123
| +27% | +$102M |
|
|
SIVB
254
DELISTED
SVB Financial Group
SIVB
| $483M | 0.07% |
978,527
+115,791
| +13% | +$57.2M |
|
255
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.02B
| $478M | 0.07% |
4,690,410
+262,462
| +6% | +$26.8M |
|
256
Duke Energy
DUK
$94.8B
| $476M | 0.07% |
4,927,233
-528,859
| -10% | -$51.1M |
|
257
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $475M | 0.07% |
3,505,538
+425,244
| +14% | +$57.6M |
|
258
Linde
LIN
$222B
| $472M | 0.07% |
1,683,348
+134,260
| +9% | +$37.6M |
|
259
ConocoPhillips
COP
$124B
| $468M | 0.07% |
8,843,086
+1,492,780
| +20% | +$79.1M |
|
260
iShares Core Total USD Bond Market ETF
IUSB
$33.8B
| $465M | 0.07% |
8,818,800
+4,228,837
| +92% | +$223M |
|
261
iShares US Real Estate ETF
IYR
$3.69B
| $465M | 0.07% |
5,058,198
+3,887,636
| +332% | +$357M |
|
|
JOYY
262
JOYY Inc. American Depositary Shares
JOYY
$3.02B
| $459M | 0.07% |
4,899,554
+24,124
| +0.5% | +$2.26M |
|
263
United Parcel Service
UPS
$72.2B
| $457M | 0.07% |
2,686,502
-226,980
| -8% | -$38.6M |
|
264
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $455M | 0.07% |
956,698
-98,716
| -9% | -$47M |
|
|
GOOS
265
Canada Goose Holdings
GOOS
$1.27B
| $452M | 0.07% |
11,517,937
-137,492
| -1% | -$5.4M |
|
266
Vanguard Large-Cap ETF
VV
$44.1B
| $451M | 0.07% |
2,435,379
+279
| +0% | +$51.7K |
|
267
FedEx
FDX
$52.9B
| $448M | 0.07% |
1,578,892
-118,173
| -7% | -$33.6M |
|
268
iShares Core S&P US Value ETF
IUSV
$21.9B
| $448M | 0.07% |
6,502,460
+541,033
| +9% | +$37.3M |
|
269
Waste Management
WM
$90.9B
| $448M | 0.07% |
3,468,773
+48,678
| +1% | +$6.28M |
|
270
Southwest Airlines
LUV
$16.9B
| $444M | 0.07% |
7,275,399
+616,466
| +9% | +$37.6M |
|
271
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
| $438M | 0.06% |
5,538,398
+38,941
| +0.7% | +$3.08M |
|
272
iShares US Technology ETF
IYW
$22.7B
| $436M | 0.06% |
4,971,945
-30,223
| -0.6% | -$2.65M |
|
273
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
| $434M | 0.06% |
8,911,542
+545,814
| +7% | +$26.6M |
|
274
Stanley Black & Decker
SWK
$11.1B
| $433M | 0.06% |
2,168,035
+448,300
| +26% | +$89.5M |
|
275
iShares MSCI Brazil ETF
EWZ
$5.35B
| $433M | 0.06% |
12,934,387
+6,694,249
| +107% | +$224M |
|