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 | |
|---|---|---|---|---|---|---|
401
Schwab US Dividend Equity ETF
SCHD
$85.2B
| $709M | 0.04% |
25,858,157
-1,367,596
|
|
||
402
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.12B
| $707M | 0.04% |
14,150,597
+338,741
|
|
||
|
SNDK
403
Sandisk
SNDK
$124B
| $705M | 0.04% |
2,970,361
+199,545
|
|
||
404
Avery Dennison
AVY
$13.3B
| $704M | 0.04% |
3,869,889
+647,795
|
|
||
405
Shell
SHEL
$258B
| $702M | 0.04% |
9,549,023
+53,016
|
|
||
406
First Trust North American Energy Infrastructure Fund
EMLP
$4.06B
| $701M | 0.04% |
18,510,517
+591,927
|
|
||
407
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
| $699M | 0.04% |
7,220,033
+53,813
|
|
||
408
Dominion Energy
D
$57.1B
| $698M | 0.04% |
11,910,925
+929,668
|
|
||
409
ResMed
RMD
$33.4B
| $697M | 0.04% |
2,891,697
+578,559
|
|
||
410
Sea Limited
SE
$50.8B
| $688M | 0.04% |
5,392,601
+1,198,402
|
|
||
411
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
| $688M | 0.04% |
17,946,856
+130,885
|
|
||
412
W.R. Berkley
WRB
$24.6B
| $687M | 0.04% |
9,798,358
-2,006,209
|
|
||
413
Agilent Technologies
A
$32.6B
| $686M | 0.04% |
5,041,881
+692,202
|
|
||
414
TransUnion
TRU
$13B
| $684M | 0.04% |
7,976,665
-331,497
|
|
||
415
Workday
WDAY
$28.7B
| $683M | 0.04% |
3,180,824
-10,395
|
|
||
416
Aurora
AUR
$7.86B
| $683M | 0.04% |
177,739,330
-22,504,461
|
|
||
417
Alerian MLP ETF
AMLP
$12.2B
| $678M | 0.04% |
14,428,816
-615,627
|
|
||
418
PPL Corp
PPL
$29.9B
| $678M | 0.04% |
19,372,902
+463,628
|
|
||
419
Casey's General Stores
CASY
$27.3B
| $678M | 0.04% |
1,227,132
-101,891
|
|
||
420
Yum! Brands
YUM
$44.5B
| $676M | 0.04% |
4,471,127
+104,512
|
|
||
421
Samsara
IOT
$14.6B
| $676M | 0.04% |
19,068,362
-2,790,887
|
|
||
422
Cboe Global Markets
CBOE
$30.9B
| $675M | 0.04% |
2,691,162
+155,333
|
|
||
423
Pinduoduo
PDD
$144B
| $675M | 0.04% |
5,948,846
-1,147,316
|
|
||
424
State Street
STT
$38.8B
| $674M | 0.04% |
5,222,382
+433,201
|
|
||
425
State Street SPDR S&P Dividend ETF
SDY
$21B
| $674M | 0.04% |
4,840,696
+95,878
|
|