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 |
Microsoft
MSFT
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $1.67B | 0.07% |
27,918,532
+13,411,565
| +92% | +$800M |
|
252
Simon Property Group
SPG
$59B
| $1.65B | 0.07% |
11,563,934
+5,723,393
| +98% | +$816M |
|
253
Vanguard FTSE Europe ETF
VGK
$26.8B
| $1.65B | 0.07% |
25,572,716
+12,336,419
| +93% | +$795M |
|
254
Monster Beverage
MNST
$60.9B
| $1.65B | 0.07% |
28,581,772
+14,806,222
| +107% | +$853M |
|
255
ICICI Bank
IBN
$113B
| $1.65B | 0.07% |
69,007,342
+32,317,287
| +88% | +$770M |
|
256
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.64B | 0.07% |
14,366,516
+6,277,963
| +78% | +$716M |
|
257
iShares Select Dividend ETF
DVY
$20.8B
| $1.61B | 0.07% |
13,745,984
+6,842,823
| +99% | +$802M |
|
258
Dow Inc
DOW
$17.5B
| $1.61B | 0.07% |
29,376,362
+14,686,093
| +100% | +$805M |
|
259
iShares National Muni Bond ETF
MUB
$38.6B
| $1.61B | 0.07% |
14,828,272
+9,055,095
| +157% | +$982M |
|
260
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $1.59B | 0.07% |
94,259,510
+42,830,902
| +83% | +$722M |
|
261
General Dynamics
GD
$87.3B
| $1.59B | 0.07% |
6,111,076
+3,644,541
| +148% | +$946M |
|
262
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $1.59B | 0.07% |
22,007,636
+9,301,285
| +73% | +$670M |
|
263
Carlisle Companies
CSL
$16.5B
| $1.58B | 0.07% |
5,045,976
+2,467,755
| +96% | +$771M |
|
264
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $1.57B | 0.07% |
3,089,880
+1,827,382
| +145% | +$927M |
|
265
Alibaba
BABA
$322B
| $1.56B | 0.07% |
20,096,356
+8,486,278
| +73% | +$658M |
|
266
Aflac
AFL
$57.2B
| $1.55B | 0.07% |
18,762,912
+9,119,381
| +95% | +$752M |
|
267
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $1.54B | 0.07% |
8,567,860
+4,685,076
| +121% | +$843M |
|
268
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $1.54B | 0.07% |
15,423,422
+6,942,853
| +82% | +$693M |
|
269
MetLife
MET
$54.1B
| $1.54B | 0.07% |
23,251,618
+11,870,902
| +104% | +$785M |
|
270
Equinix
EQIX
$76.9B
| $1.54B | 0.07% |
1,908,708
+968,091
| +103% | +$780M |
|
271
iShares US Technology ETF
IYW
$22.9B
| $1.53B | 0.07% |
12,451,572
+6,757,252
| +119% | +$829M |
|
272
Kenvue
KVUE
$39.7B
| $1.52B | 0.07% |
70,529,788
+39,367,174
| +126% | +$848M |
|
273
Freeport-McMoran
FCX
$63.7B
| $1.51B | 0.07% |
35,457,880
+18,414,725
| +108% | +$784M |
|
274
Grab
GRAB
$20.3B
| $1.5B | 0.07% |
445,044,616
+164,231,537
| +58% | +$553M |
|
275
Travelers Companies
TRV
$61.1B
| $1.5B | 0.07% |
7,861,356
+4,364,739
| +125% | +$831M |
|