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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
First Trust Preferred Securities and Income ETF
FPE
$6.33B
| $970M | 0.06% |
53,251,105
+1,110,239
|
|
||
302
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.55B
| $969M | 0.06% |
13,557,064
+394,758
|
|
||
303
CSX Corp
CSX
$79B
| $968M | 0.06% |
26,716,490
-1,684,569
|
|
||
304
VanEck Semiconductor ETF
SMH
$46.8B
| $957M | 0.06% |
2,657,540
+121,815
|
|
||
305
Ferrari
RACE
$62.2B
| $941M | 0.06% |
2,546,564
+771,039
|
|
||
306
iShares MBS ETF
MBB
$38.8B
| $938M | 0.06% |
9,852,362
+383,629
|
|
||
307
Vanguard Total World Stock ETF
VT
$65.6B
| $938M | 0.06% |
6,649,142
+1,562,614
|
|
||
308
Cigna
CI
$73.2B
| $932M | 0.06% |
3,387,860
-293,846
|
|
||
309
Monster Beverage
MNST
$74.5B
| $931M | 0.06% |
12,145,411
-54,875
|
|
||
310
State Street Communication Services Select Sector SPDR ETF
XLC
$24.7B
| $930M | 0.06% |
7,900,088
+2,935
|
|
||
311
State Street Utilities Select Sector SPDR ETF
XLU
$25B
| $926M | 0.06% |
21,694,396
-835,768
|
|
||
312
Equifax
EFX
$22.2B
| $922M | 0.06% |
4,248,361
-390,877
|
|
||
313
Trimble
TRMB
$15.6B
| $922M | 0.06% |
11,763,672
-1,185,047
|
|
||
314
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
| $921M | 0.06% |
15,312,750
-1,690,202
|
|
||
315
FedEx
FDX
$89.1B
| $919M | 0.05% |
3,181,548
-213,483
|
|
||
316
iShares National Muni Bond ETF
MUB
$43.3B
| $919M | 0.05% |
8,576,961
+486,129
|
|
||
317
iShares Select Dividend ETF
DVY
$22.6B
| $918M | 0.05% |
6,506,794
+224,125
|
|
||
318
Broadridge
BR
$18.1B
| $909M | 0.05% |
4,072,181
-432,352
|
|
||
319
Infosys
INFY
$55.7B
| $908M | 0.05% |
50,927,556
+12,975,236
|
|
||
320
Aflac
AFL
$58.2B
| $907M | 0.05% |
8,224,483
-73,023
|
|
||
321
Crown Castle
CCI
$37.3B
| $905M | 0.05% |
10,188,814
-613,214
|
|
||
322
State Street SPDR S&P Regional Banking ETF
KRE
$4.12B
| $902M | 0.05% |
13,915,604
+2,630,511
|
|
||
323
SPDR Gold MiniShares Trust
GLDM
$30.7B
| $902M | 0.05% |
10,562,081
+1,943,672
|
|
||
324
Autodesk
ADSK
$47.5B
| $901M | 0.05% |
3,044,163
-381,400
|
|
||
325
Nasdaq
NDAQ
$47.9B
| $900M | 0.05% |
9,266,562
+3,567,843
|
|