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
|
+$6.83B |
| 2 |
Apple
AAPL
|
+$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$2.45B |
| 4 |
Microsoft
MSFT
|
+$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Itaú Unibanco
ITUB
$76B
| $135M | 0.07% |
+27,904,586
| New | +$135M |
|
327
US Bancorp
USB
$75.7B
| $135M | 0.07% |
+3,734,693
| New | +$135M |
|
328
Canadian Pacific Kansas City
CP
$69.9B
| $135M | 0.07% |
+5,552,325
| New | +$135M |
|
329
Enovis
ENOV
$1.79B
| $134M | 0.07% |
+1,497,676
| New | +$134M |
|
330
Halliburton
HAL
$18.6B
| $134M | 0.07% |
+3,210,082
| New | +$134M |
|
|
PARA
331
DELISTED
Paramount Global Class B
PARA
| $134M | 0.07% |
+2,739,828
| New | +$134M |
|
332
VanEck Gold Miners ETF
GDX
$20.2B
| $133M | 0.07% |
+5,447,699
| New | +$133M |
|
333
SLM Corp
SLM
$6.35B
| $133M | 0.07% |
+16,286,542
| New | +$133M |
|
334
iShares Russell 2000 Value ETF
IWN
$11.9B
| $133M | 0.07% |
+1,544,551
| New | +$133M |
|
335
Aflac
AFL
$56.9B
| $132M | 0.07% |
+4,525,870
| New | +$132M |
|
336
Invesco Dorsey Wright Momentum ETF
PDP
$1.31B
| $130M | 0.07% |
+4,154,855
| New | +$130M |
|
337
Vanguard Mid-Cap ETF
VO
$87.5B
| $129M | 0.07% |
+1,358,780
| New | +$129M |
|
338
First Trust Health Care AlphaDEX Fund
FXH
$932M
| $129M | 0.07% |
+3,249,270
| New | +$129M |
|
339
iShares S&P Small-Cap 600 Value ETF
IJS
$6.67B
| $129M | 0.06% |
+2,754,122
| New | +$129M |
|
|
FDO
340
DELISTED
FAMILY DOLLAR STORES
FDO
| $128M | 0.06% |
+2,057,618
| New | +$128M |
|
341
ProShares Short 20+ Year Treasury ETF
TBF
$69.1M
| $128M | 0.06% |
+4,072,929
| New | +$128M |
|
342
Capri Holdings
CPRI
$2.44B
| $127M | 0.06% |
+2,049,772
| New | +$127M |
|
|
DTV
343
DELISTED
DIRECTV COM STK (DE)
DTV
| $127M | 0.06% |
+2,056,886
| New | +$127M |
|
|
CB
344
DELISTED
CHUBB CORPORATION
CB
| $125M | 0.06% |
+1,481,012
| New | +$125M |
|
|
RTN
345
DELISTED
Raytheon Company
RTN
| $125M | 0.06% |
+1,891,545
| New | +$125M |
|
346
Biogen
BIIB
$20.7B
| $125M | 0.06% |
+579,756
| New | +$125M |
|
347
Conagra Brands
CAG
$9.32B
| $125M | 0.06% |
+4,583,211
| New | +$125M |
|
348
Banco Bradesco
BBD
$33.6B
| $124M | 0.06% |
+24,239,210
| New | +$124M |
|
349
iShares Short Treasury Bond ETF
SHV
$20.7B
| $123M | 0.06% |
+1,118,032
| New | +$123M |
|
350
Sociedad Química y Minera de Chile
SQM
$13B
| $123M | 0.06% |
+3,116,655
| New | +$123M |
|