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 |
XYZ
Block, Inc.
XYZ
|
+$2.09B |
| 2 |
Procter & Gamble
PG
|
+$1.04B |
| 3 |
Zoom
ZM
|
+$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$693M |
| 5 |
Datadog
DDOG
|
+$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.34B |
| 2 |
ServiceNow
NOW
|
+$1B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$847M |
| 4 |
Apple
AAPL
|
+$846M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$791M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Amphenol
APH
$147B
| $186M | 0.04% |
7,768,308
-990,328
| -11% | -$23.7M |
|
377
LyondellBasell Industries
LYB
$17.8B
| $184M | 0.04% |
2,804,852
+73,019
| +3% | +$4.8M |
|
378
Brookfield
BN
$104B
| $183M | 0.04% |
6,926,646
-1,371,059
| -17% | -$36.2M |
|
379
Ferrari
RACE
$85.4B
| $183M | 0.04% |
1,069,278
+185,614
| +21% | +$31.7M |
|
380
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $183M | 0.04% |
1,088,556
+253,255
| +30% | +$42.5M |
|
381
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
| $182M | 0.04% |
4,008,115
+874,687
| +28% | +$39.8M |
|
382
iShares Semiconductor ETF
SOXX
$14B
| $181M | 0.04% |
2,001,186
+71,955
| +4% | +$6.5M |
|
383
Tencent Music
TME
$39B
| $181M | 0.04% |
13,422,439
+1,381,442
| +11% | +$18.6M |
|
384
Cigna
CI
$81.1B
| $181M | 0.04% |
962,673
-34,137
| -3% | -$6.41M |
|
385
Domino's
DPZ
$15.3B
| $179M | 0.04% |
484,389
+235,890
| +95% | +$87.1M |
|
386
SPDR Bloomberg Convertible Securities ETF
CWB
$4.5B
| $179M | 0.04% |
2,950,779
-293,323
| -9% | -$17.7M |
|
|
SIVB
387
DELISTED
SVB Financial Group
SIVB
| $178M | 0.04% |
826,020
-106,720
| -11% | -$23M |
|
388
iShares Core High Dividend ETF
HDV
$11.7B
| $178M | 0.04% |
2,191,129
-160,128
| -7% | -$13M |
|
389
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.9B
| $177M | 0.04% |
3,569,042
-360,170
| -9% | -$17.8M |
|
390
Intuit
INTU
$184B
| $176M | 0.04% |
592,956
-142,235
| -19% | -$42.1M |
|
391
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $174M | 0.04% |
3,440,632
+28,661
| +0.8% | +$1.45M |
|
392
iShare MSCI Eurozone ETF
EZU
$7.95B
| $174M | 0.04% |
4,769,299
-893,897
| -16% | -$32.6M |
|
|
CERN
393
DELISTED
Cerner Corp
CERN
| $173M | 0.04% |
2,525,164
-342,895
| -12% | -$23.5M |
|
394
First Trust Technology AlphaDEX Fund
FXL
$1.42B
| $173M | 0.04% |
2,073,107
-170,052
| -8% | -$14.2M |
|
395
Pacer Trendpilot US Large Cap ETF
PTLC
$3.41B
| $171M | 0.04% |
6,301,437
-2,173,179
| -26% | -$59.1M |
|
396
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.74B
| $171M | 0.04% |
1,569,399
-46,790
| -3% | -$5.1M |
|
397
Vipshop
VIPS
$8.91B
| $171M | 0.04% |
8,570,214
-8,124,262
| -49% | -$162M |
|
398
Edwards Lifesciences
EW
$45.7B
| $170M | 0.04% |
2,462,007
+82,587
| +3% | +$5.71M |
|
399
Unilever
UL
$155B
| $170M | 0.04% |
3,100,281
-450,564
| -13% | -$24.7M |
|
400
iShares S&P 100 ETF
OEF
$22.5B
| $170M | 0.04% |
1,192,081
+45,181
| +4% | +$6.43M |
|