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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Motorola Solutions
MSI
$67.1B
| $846M | 0.05% |
1,948,897
+194,845
|
|
||
352
iShares China Large-Cap ETF
FXI
$5.84B
| $846M | 0.05% |
23,552,597
-4,717,686
|
|
||
353
iShares 0-3 Month Treasury Bond ETF
SGOV
$88.5B
| $845M | 0.05% |
8,399,007
+400,371
|
|
||
354
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.8B
| $842M | 0.05% |
13,438,915
-118,149
|
|
||
355
Royal Bank of Canada
RY
$264B
| $839M | 0.05% |
5,189,064
+919,540
|
|
||
356
Alerian MLP ETF
AMLP
$12.8B
| $834M | 0.05% |
15,835,961
+1,407,145
|
|
||
357
iShares Silver Trust
SLV
$36.5B
| $833M | 0.05% |
12,225,525
-5,847,704
|
|
||
358
Corteva
CTVA
$53.2B
| $831M | 0.05% |
9,931,302
+999,488
|
|
||
359
Ametek
AME
$51.5B
| $829M | 0.05% |
3,868,352
-94,710
|
|
||
360
Vanguard Small-Cap Value ETF
VBR
$35B
| $829M | 0.05% |
3,816,657
+43,823
|
|
||
361
BHP
BHP
$215B
| $828M | 0.05% |
11,389,124
-2,411,059
|
|
||
362
iShares Russell 2000 Value ETF
IWN
$13.8B
| $827M | 0.05% |
4,360,341
+90,615
|
|
||
363
Hershey
HSY
$39.5B
| $820M | 0.05% |
3,942,865
+634,457
|
|
||
364
SPDR Gold MiniShares Trust
GLDM
$30.6B
| $816M | 0.05% |
8,807,008
-1,755,073
|
|
||
365
Cognizant
CTSH
$25B
| $814M | 0.05% |
13,267,490
+5,806,173
|
|
||
366
Enterprise Products Partners
EPD
$85.7B
| $811M | 0.05% |
21,419,522
+2,303,189
|
|
||
367
Schwab US Dividend Equity ETF
SCHD
$94.3B
| $808M | 0.05% |
26,336,113
+477,956
|
|
||
368
Targa Resources
TRGP
$59.4B
| $807M | 0.05% |
3,218,149
-85,834
|
|
||
369
Vanguard Large-Cap ETF
VV
$52.5B
| $804M | 0.05% |
2,689,121
-32,252
|
|
||
370
Global X MLP & Energy Infrastructure ETF
MLPX
$3.64B
| $798M | 0.05% |
10,791,235
+42,110
|
|
||
371
First Trust North American Energy Infrastructure Fund
EMLP
$4.07B
| $793M | 0.05% |
18,162,313
-348,204
|
|
||
372
Aurora
AUR
$13.9B
| $793M | 0.05% |
192,442,063
+14,702,733
|
|
||
373
Crown Castle
CCI
$39.9B
| $792M | 0.05% |
9,740,705
-448,109
|
|
||
374
iShares MSCI Brazil ETF
EWZ
$10.6B
| $792M | 0.05% |
20,629,642
+10,827,304
|
|
||
375
Robinhood
HOOD
$66.3B
| $791M | 0.05% |
11,420,694
+736,918
|
|