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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Apollo Global Management
APO
$77.1B
| $598M | 0.06% |
6,665,645
-240,169
| -3% | -$21.6M |
|
302
iShares US Technology ETF
IYW
$23.3B
| $597M | 0.06% |
5,694,320
-576,982
| -9% | -$60.5M |
|
303
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $597M | 0.06% |
12,995,589
+969,819
| +8% | +$44.6M |
|
304
LyondellBasell Industries
LYB
$17.5B
| $597M | 0.06% |
6,305,596
+569,887
| +10% | +$54M |
|
305
iShares Core Total USD Bond Market ETF
IUSB
$34.3B
| $595M | 0.06% |
13,603,351
-517,049
| -4% | -$22.6M |
|
306
Halliburton
HAL
$18.7B
| $594M | 0.06% |
14,656,875
-4,237,092
| -22% | -$172M |
|
307
iShares National Muni Bond ETF
MUB
$39.2B
| $592M | 0.06% |
5,773,177
+60,114
| +1% | +$6.16M |
|
308
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
| $591M | 0.06% |
3,671,329
+422,223
| +13% | +$68M |
|
309
Kimberly-Clark
KMB
$43.6B
| $590M | 0.06% |
4,884,941
+212,739
| +5% | +$25.7M |
|
310
Workday
WDAY
$61.7B
| $586M | 0.06% |
2,727,580
+872,288
| +47% | +$187M |
|
311
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.34B
| $585M | 0.06% |
12,387,538
-1,160,149
| -9% | -$54.8M |
|
312
KLA
KLAC
$121B
| $581M | 0.06% |
1,267,811
+117,584
| +10% | +$53.9M |
|
313
iShares Core S&P US Value ETF
IUSV
$22B
| $579M | 0.06% |
7,756,097
-134,816
| -2% | -$10.1M |
|
314
American International
AIG
$43.7B
| $578M | 0.06% |
9,542,614
-192,527
| -2% | -$11.7M |
|
315
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $577M | 0.06% |
1,262,498
-78,172
| -6% | -$35.7M |
|
316
AptarGroup
ATR
$9.02B
| $576M | 0.06% |
4,608,460
+420,457
| +10% | +$52.6M |
|
317
Schwab US Dividend Equity ETF
SCHD
$71.6B
| $576M | 0.06% |
24,428,217
-71,586
| -0.3% | -$1.69M |
|
318
Invesco S&P 500 Low Volatility ETF
SPLV
$7.89B
| $573M | 0.06% |
9,753,970
-264,355
| -3% | -$15.5M |
|
319
Travelers Companies
TRV
$61.8B
| $571M | 0.06% |
3,496,617
-206,419
| -6% | -$33.7M |
|
320
Trane Technologies
TT
$90.7B
| $568M | 0.06% |
2,797,382
+17,758
| +0.6% | +$3.6M |
|
321
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $564M | 0.06% |
11,719,618
+425,933
| +4% | +$20.5M |
|
322
iShares Russell 1000 ETF
IWB
$44B
| $558M | 0.06% |
2,373,629
-13,988
| -0.6% | -$3.29M |
|
323
Devon Energy
DVN
$22B
| $556M | 0.06% |
11,647,104
+2,220,194
| +24% | +$106M |
|
324
Realty Income
O
$54.3B
| $555M | 0.06% |
11,117,029
-476,891
| -4% | -$23.8M |
|
325
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $554M | 0.06% |
4,233,675
-43,604
| -1% | -$5.71M |
|