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 | |
|---|---|---|---|---|---|---|
276
American Electric Power
AEP
$58.9B
| $432M | 0.06% |
5,101,785
-196,512
| -4% | -$16.6M |
|
277
Kimberly-Clark
KMB
$42.7B
| $430M | 0.06% |
3,092,712
+374,462
| +14% | +$52.1M |
|
278
Dollar General
DG
$24.3B
| $424M | 0.06% |
2,093,772
-333,723
| -14% | -$67.6M |
|
279
VanEck Semiconductor ETF
SMH
$26.6B
| $423M | 0.06% |
1,737,637
+66,554
| +4% | +$16.2M |
|
280
Freeport-McMoran
FCX
$64.5B
| $418M | 0.06% |
12,689,013
-963,626
| -7% | -$31.7M |
|
281
Altria Group
MO
$113B
| $417M | 0.06% |
8,157,254
-622,149
| -7% | -$31.8M |
|
282
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.13B
| $415M | 0.06% |
1,904,908
-413,108
| -18% | -$90.1M |
|
283
iShares National Muni Bond ETF
MUB
$38.5B
| $414M | 0.06% |
3,570,857
+385,389
| +12% | +$44.7M |
|
284
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
| $410M | 0.06% |
8,264,267
+625,651
| +8% | +$31M |
|
285
iShares S&P Small-Cap 600 Value ETF
IJS
$6.54B
| $405M | 0.06% |
4,017,907
+498,838
| +14% | +$50.3M |
|
286
Lam Research
LRCX
$123B
| $403M | 0.06% |
677,128
+5,761
| +0.9% | +$3.43M |
|
287
Zillow
ZG
$19.1B
| $403M | 0.06% |
3,064,262
-820,109
| -21% | -$108M |
|
288
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.22B
| $397M | 0.06% |
3,099,831
+48,267
| +2% | +$6.19M |
|
289
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $396M | 0.06% |
5,795,997
-9,510,061
| -62% | -$650M |
|
|
RDFN
290
DELISTED
Redfin
RDFN
| $393M | 0.06% |
5,903,356
+1,192,231
| +25% | +$79.4M |
|
291
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $393M | 0.06% |
10,224,703
-717,097
| -7% | -$27.5M |
|
292
iShares Russell Mid-Cap ETF
IWR
$44.1B
| $391M | 0.06% |
5,293,490
+131,841
| +3% | +$9.75M |
|
293
United Rentals
URI
$61.7B
| $391M | 0.06% |
1,187,696
-137,081
| -10% | -$45.1M |
|
294
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $385M | 0.06% |
7,551,131
+5,626,858
| +292% | +$287M |
|
295
Charter Communications
CHTR
$36.1B
| $383M | 0.06% |
620,297
+23,518
| +4% | +$14.5M |
|
296
Prudential Financial
PRU
$37.8B
| $382M | 0.06% |
4,196,046
+56,748
| +1% | +$5.17M |
|
297
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $380M | 0.06% |
5,936,629
-636,482
| -10% | -$40.8M |
|
298
iShares China Large-Cap ETF
FXI
$6.71B
| $379M | 0.06% |
8,121,218
-2,889,311
| -26% | -$135M |
|
299
LyondellBasell Industries
LYB
$18B
| $378M | 0.06% |
3,635,543
+176,757
| +5% | +$18.4M |
|
300
Chubb
CB
$110B
| $375M | 0.06% |
2,374,334
+353,933
| +18% | +$55.9M |
|