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
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
eBay
EBAY
$41.1B
| $534M | 0.07% |
8,029,349
+3,828,555
| +91% | +$255M |
|
277
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $532M | 0.07% |
10,085,529
+552,043
| +6% | +$29.1M |
|
278
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $531M | 0.07% |
5,804,419
+232,926
| +4% | +$21.3M |
|
279
MetLife
MET
$53.5B
| $530M | 0.07% |
8,485,764
-1,521,567
| -15% | -$95.1M |
|
280
Chewy
CHWY
$16.3B
| $529M | 0.07% |
8,964,182
+4,353,368
| +94% | +$257M |
|
281
Brookfield
BN
$99.3B
| $527M | 0.07% |
8,734,254
+109,228
| +1% | +$6.6M |
|
282
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $526M | 0.06% |
2,063,906
+12,272
| +0.6% | +$3.12M |
|
283
Vanguard Extended Market ETF
VXF
$23.7B
| $525M | 0.06% |
2,871,217
-721,808
| -20% | -$132M |
|
284
Constellation Brands
STZ
$26.7B
| $522M | 0.06% |
2,081,373
-49,229
| -2% | -$12.4M |
|
285
First Trust Enhanced Short Maturity ETF
FTSM
$6.15B
| $521M | 0.06% |
8,720,516
-1,028,330
| -11% | -$61.5M |
|
286
Zscaler
ZS
$42.5B
| $509M | 0.06% |
1,583,639
+1,300,099
| +459% | +$418M |
|
287
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $508M | 0.06% |
7,103,408
-6,708
| -0.1% | -$480K |
|
288
Doximity
DOCS
$12.5B
| $505M | 0.06% |
10,073,152
+8,027,846
| +393% | +$402M |
|
289
Digital Realty Trust
DLR
$55.4B
| $505M | 0.06% |
2,852,745
+756,314
| +36% | +$134M |
|
290
SBA Communications
SBAC
$21.7B
| $503M | 0.06% |
1,291,931
+181,218
| +16% | +$70.5M |
|
291
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $500M | 0.06% |
9,925,287
-64,552
| -0.6% | -$3.25M |
|
292
iShares Russell 1000 ETF
IWB
$42.8B
| $496M | 0.06% |
1,874,354
+556,678
| +42% | +$147M |
|
293
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $491M | 0.06% |
2,700,376
+100,119
| +4% | +$18.2M |
|
294
Fastly
FSLY
$1.1B
| $491M | 0.06% |
13,849,381
-146,130
| -1% | -$5.18M |
|
295
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $490M | 0.06% |
12,437,714
+1,328,027
| +12% | +$52.4M |
|
296
Prudential Financial
PRU
$37.7B
| $487M | 0.06% |
4,497,768
+257,567
| +6% | +$27.9M |
|
297
VICI Properties
VICI
$35.5B
| $486M | 0.06% |
16,142,761
+1,280,620
| +9% | +$38.6M |
|
298
Enterprise Products Partners
EPD
$69.2B
| $486M | 0.06% |
22,130,053
+933,096
| +4% | +$20.5M |
|
299
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
| $480M | 0.06% |
9,764,488
+142,120
| +1% | +$6.99M |
|
300
Edwards Lifesciences
EW
$48.1B
| $479M | 0.06% |
3,695,649
+303,564
| +9% | +$39.3M |
|