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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Energy Transfer Partners
ET
$60.8B
| $539M | 0.07% |
48,136,745
-7,216,706
| -13% | -$80.8M |
|
252
iShares MBS ETF
MBB
$40.7B
| $533M | 0.07% |
5,232,128
-564,302
| -10% | -$57.5M |
|
253
iShares Russell Mid-Cap ETF
IWR
$44.1B
| $531M | 0.07% |
6,806,995
-60,945
| -0.9% | -$4.76M |
|
254
Linde
LIN
$222B
| $531M | 0.07% |
1,662,264
-50,451
| -3% | -$16.1M |
|
255
Invesco S&P 500 Pure Value ETF
RPV
$1.35B
| $528M | 0.07% |
6,165,374
+1,698,935
| +38% | +$146M |
|
256
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
| $526M | 0.07% |
10,169,963
-1,500,885
| -13% | -$77.6M |
|
257
Ameriprise Financial
AMP
$48.3B
| $524M | 0.07% |
1,743,843
+433,749
| +33% | +$130M |
|
258
Prudential Financial
PRU
$37.8B
| $523M | 0.07% |
4,423,681
-74,087
| -2% | -$8.75M |
|
259
Booking.com
BKNG
$178B
| $517M | 0.07% |
220,290
-2,961
| -1% | -$6.95M |
|
260
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.05B
| $515M | 0.07% |
6,659,071
+40,459
| +0.6% | +$3.13M |
|
261
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
| $514M | 0.07% |
5,769,175
-296,371
| -5% | -$26.4M |
|
262
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $513M | 0.07% |
7,640,143
-3,186,660
| -29% | -$214M |
|
263
Constellation Brands
STZ
$26.7B
| $509M | 0.07% |
2,210,674
+129,301
| +6% | +$29.8M |
|
264
Sempra
SRE
$54.1B
| $505M | 0.07% |
3,003,950
-308,313
| -9% | -$51.8M |
|
265
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.02B
| $504M | 0.07% |
4,595,890
+286,265
| +7% | +$31.4M |
|
266
Moderna
MRNA
$9.41B
| $501M | 0.07% |
2,910,804
-1,930,052
| -40% | -$332M |
|
267
Brookfield
BN
$99.2B
| $501M | 0.07% |
8,847,567
+113,313
| +1% | +$6.41M |
|
268
Vanguard Large-Cap ETF
VV
$44.1B
| $495M | 0.07% |
2,376,022
-102,226
| -4% | -$21.3M |
|
269
United Rentals
URI
$61.7B
| $491M | 0.07% |
1,381,279
+8,907
| +0.6% | +$3.16M |
|
270
Affirm
AFRM
$26.8B
| $486M | 0.07% |
10,508,261
+2,387,570
| +29% | +$110M |
|
271
Welltower
WELL
$112B
| $484M | 0.07% |
5,032,761
+92,500
| +2% | +$8.89M |
|
272
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $482M | 0.07% |
9,342,876
+1,004,491
| +12% | +$51.8M |
|
273
Doximity
DOCS
$12.5B
| $481M | 0.06% |
9,227,715
-845,437
| -8% | -$44M |
|
274
iShares US Technology ETF
IYW
$22.7B
| $480M | 0.06% |
4,655,538
-178,338
| -4% | -$18.4M |
|
275
General Motors
GM
$55.7B
| $476M | 0.06% |
10,881,603
-1,947,189
| -15% | -$85.2M |
|