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 |
Uber
UBER
|
$916M |
| 2 |
Okta
OKTA
|
$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$718M |
| 4 |
Shopify
SHOP
|
$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.3B |
| 2 |
Walt Disney
DIS
|
$985M |
| 3 |
Ecolab
ECL
|
$893M |
| 4 |
SPDR Gold Trust
GLD
|
$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $182M | 0.04% |
2,683,328
+46,277
| +2% | +$3.13M |
|
|
JOYY
402
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $181M | 0.04% |
3,429,827
-134,422
| -4% | -$7.1M |
|
403
ARK Innovation ETF
ARKK
$7.49B
| $180M | 0.04% |
3,599,199
-138,808
| -4% | -$6.95M |
|
404
WisdomTree US MidCap Dividend Fund
DON
$3.84B
| $179M | 0.04% |
4,693,133
+104,438
| +2% | +$3.97M |
|
405
Alnylam Pharmaceuticals
ALNY
$59.4B
| $177M | 0.04% |
1,540,816
+177,298
| +13% | +$20.4M |
|
406
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $176M | 0.04% |
5,256,845
+134,511
| +3% | +$4.51M |
|
407
Illinois Tool Works
ITW
$77.6B
| $176M | 0.04% |
977,472
+124,146
| +15% | +$22.3M |
|
408
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| $175M | 0.04% |
3,196,386
+403,728
| +14% | +$22.1M |
|
409
MPLX
MPLX
$51.5B
| $175M | 0.04% |
6,854,505
+755,460
| +12% | +$19.2M |
|
410
Tencent Music
TME
$37.7B
| $173M | 0.04% |
14,762,683
+6,869,203
| +87% | +$80.6M |
|
411
Regeneron Pharmaceuticals
REGN
$60.8B
| $173M | 0.04% |
460,929
+53,501
| +13% | +$20.1M |
|
412
VF Corp
VFC
$5.86B
| $172M | 0.04% |
1,729,988
+235,246
| +16% | +$23.4M |
|
413
United Rentals
URI
$62.7B
| $172M | 0.04% |
1,030,461
+39,237
| +4% | +$6.54M |
|
414
Applied Materials
AMAT
$130B
| $171M | 0.04% |
2,807,157
+406,502
| +17% | +$24.8M |
|
415
Materials Select Sector SPDR Fund
XLB
$5.52B
| $171M | 0.04% |
2,786,947
-1,657,992
| -37% | -$102M |
|
416
Advanced Micro Devices
AMD
$245B
| $171M | 0.04% |
3,731,116
+184,478
| +5% | +$8.46M |
|
|
B
417
Barrick Mining Corporation
B
$48.5B
| $171M | 0.04% |
9,197,229
-2,742,882
| -23% | -$51M |
|
418
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $171M | 0.04% |
3,510,592
+941,769
| +37% | +$45.8M |
|
419
Sea Limited
SE
$113B
| $171M | 0.04% |
4,248,736
+495,526
| +13% | +$19.9M |
|
420
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $171M | 0.04% |
3,495,928
-102,709
| -3% | -$5.01M |
|
421
L3Harris
LHX
$51B
| $169M | 0.04% |
856,143
+96,082
| +13% | +$19M |
|
422
Compañía de Minas Buenaventura
BVN
$5.08B
| $169M | 0.04% |
11,205,377
+630,377
| +6% | +$9.52M |
|
423
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $169M | 0.04% |
1,161,443
-28,431
| -2% | -$4.14M |
|
424
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.7B
| $169M | 0.04% |
1,689,544
-228,036
| -12% | -$22.8M |
|
425
iShares US Treasury Bond ETF
GOVT
$28B
| $169M | 0.04% |
6,519,293
+1,067,915
| +20% | +$27.7M |
|