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 | |
|---|---|---|---|---|---|---|
251
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
| $540M | 0.07% |
6,667,218
-422,328
| -6% | -$34.2M |
|
|
252
SPDR S&P Biotech ETF
XBI
$5.48B
| $537M | 0.07% |
3,964,577
-9,386,009
| -70% | -$1.27B |
|
253
General Mills
GIS
$26.9B
| $535M | 0.07% |
8,785,086
+2,980,227
| +51% | +$182M |
|
254
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| $534M | 0.07% |
3,696,306
+190,768
| +5% | +$27.5M |
|
255
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $534M | 0.07% |
8,141,579
-379,887
| -4% | -$24.9M |
|
256
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $528M | 0.07% |
8,805,512
-286,976
| -3% | -$17.2M |
|
257
Guardant Health
GH
$7.41B
| $527M | 0.07% |
4,245,324
-180,312
| -4% | -$22.4M |
|
258
iShares MSCI USA Momentum Factor ETF
MTUM
$18.4B
| $527M | 0.07% |
3,038,698
-132,338
| -4% | -$23M |
|
259
PNC Financial Services
PNC
$78.9B
| $527M | 0.07% |
2,761,304
-269,745
| -9% | -$51.5M |
|
260
American Electric Power
AEP
$58B
| $521M | 0.07% |
6,163,616
+1,061,831
| +21% | +$89.8M |
|
261
Waste Management
WM
$88.3B
| $520M | 0.07% |
3,708,763
+239,990
| +7% | +$33.6M |
|
262
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $516M | 0.07% |
2,183,960
-132,237
| -6% | -$31.3M |
|
|
SIVB
263
DELISTED
SVB Financial Group
SIVB
| $513M | 0.07% |
921,748
-56,779
| -6% | -$31.6M |
|
264
Kimberly-Clark
KMB
$43.5B
| $511M | 0.07% |
3,816,069
+723,357
| +23% | +$96.8M |
|
265
Equinix
EQIX
$76.3B
| $510M | 0.07% |
634,960
+189,179
| +42% | +$152M |
|
266
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $503M | 0.07% |
6,347,478
+1,053,988
| +20% | +$83.5M |
|
267
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| $501M | 0.07% |
1,730,089
-109,495
| -6% | -$31.7M |
|
268
iShares US Technology ETF
IYW
$23.3B
| $498M | 0.07% |
5,012,929
+40,984
| +0.8% | +$4.07M |
|
269
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.07B
| $498M | 0.07% |
4,725,674
+35,264
| +0.8% | +$3.71M |
|
270
Charles Schwab
SCHW
$170B
| $495M | 0.07% |
6,798,374
-1,176,947
| -15% | -$85.7M |
|
271
Teladoc Health
TDOC
$1.38B
| $495M | 0.07% |
2,975,722
+1,109,926
| +59% | +$185M |
|
272
Ecolab
ECL
$76.8B
| $494M | 0.07% |
2,400,432
-2,652,770
| -52% | -$546M |
|
273
Vanguard Large-Cap ETF
VV
$44.8B
| $494M | 0.07% |
2,458,561
+23,182
| +1% | +$4.65M |
|
274
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.3B
| $492M | 0.06% |
5,723,425
+185,027
| +3% | +$15.9M |
|
|
NUAN
275
DELISTED
Nuance Communications, Inc.
NUAN
| $486M | 0.06% |
8,935,706
+5,694,012
| +176% | +$310M |
|