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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
Visa
V
|
$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Digital Realty Trust
DLR
$55.7B
| $391M | 0.06% |
2,801,554
+752,878
| +37% | +$105M |
|
|
JOYY
277
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $390M | 0.06% |
4,875,430
+1,385,187
| +40% | +$111M |
|
278
Eaton
ETN
$136B
| $389M | 0.06% |
3,234,609
+143,778
| +5% | +$17.3M |
|
|
AVLR
279
DELISTED
Avalara, Inc.
AVLR
| $386M | 0.06% |
2,343,274
+2,294,971
| +4,751% | +$378M |
|
280
Charles Schwab
SCHW
$167B
| $386M | 0.06% |
7,283,861
+1,005,268
| +16% | +$53.3M |
|
281
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.15B
| $382M | 0.06% |
4,427,948
+405,068
| +10% | +$35M |
|
282
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| $380M | 0.06% |
7,638,616
+871,692
| +13% | +$43.4M |
|
283
iShares National Muni Bond ETF
MUB
$38.9B
| $373M | 0.06% |
3,185,468
+439,388
| +16% | +$51.5M |
|
284
General Motors
GM
$55.5B
| $371M | 0.06% |
8,911,870
+352,205
| +4% | +$14.7M |
|
285
iShares Core S&P US Value ETF
IUSV
$22B
| $371M | 0.06% |
5,961,427
+1,061,823
| +22% | +$66M |
|
286
Air Products & Chemicals
APD
$64.5B
| $371M | 0.06% |
1,356,480
+158,482
| +13% | +$43.3M |
|
287
Colgate-Palmolive
CL
$68.8B
| $368M | 0.06% |
4,309,285
+801,541
| +23% | +$68.5M |
|
288
Kimberly-Clark
KMB
$43.1B
| $367M | 0.06% |
2,718,250
+260,560
| +11% | +$35.1M |
|
289
VanEck Semiconductor ETF
SMH
$27.3B
| $365M | 0.06% |
3,342,166
-2,050,112
| -38% | -$224M |
|
290
Ally Financial
ALLY
$12.7B
| $362M | 0.06% |
10,156,980
+3,917,124
| +63% | +$140M |
|
291
GE Aerospace
GE
$296B
| $362M | 0.06% |
6,716,262
+62,986
| +0.9% | +$3.39M |
|
292
Teladoc Health
TDOC
$1.38B
| $362M | 0.06% |
1,807,923
+988,156
| +121% | +$198M |
|
293
Altria Group
MO
$112B
| $360M | 0.06% |
8,779,403
+2,521,939
| +40% | +$103M |
|
294
Globant
GLOB
$2.78B
| $359M | 0.06% |
1,650,896
-21,455
| -1% | -$4.67M |
|
295
Vanguard Long-Term Bond ETF
BLV
$5.64B
| $359M | 0.06% |
3,271,845
+81,814
| +3% | +$8.97M |
|
296
VanEck Gold Miners ETF
GDX
$19.9B
| $359M | 0.06% |
9,957,079
-1,408,278
| -12% | -$50.7M |
|
297
Freeport-McMoran
FCX
$66.5B
| $355M | 0.05% |
13,652,639
+4,096,921
| +43% | +$107M |
|
298
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.6B
| $354M | 0.05% |
7,984,746
+235,159
| +3% | +$10.4M |
|
299
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $354M | 0.05% |
5,161,649
+199,920
| +4% | +$13.7M |
|
300
Carlyle Group
CG
$23.1B
| $352M | 0.05% |
11,196,610
+1,222,009
| +12% | +$38.4M |
|