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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
Visa
V
|
$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
| $251M | 0.04% |
6,315,617
+1,644,197
| +35% | +$65.2M |
|
402
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $251M | 0.04% |
4,589,963
-390,813
| -8% | -$21.3M |
|
403
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $250M | 0.04% |
4,944,272
+236,257
| +5% | +$11.9M |
|
404
Otis Worldwide
OTIS
$34.1B
| $247M | 0.04% |
3,660,714
+1,972,801
| +117% | +$133M |
|
405
Labcorp
LH
$23.2B
| $247M | 0.04% |
1,413,884
+511,096
| +57% | +$89.4M |
|
406
Humana
HUM
$37B
| $247M | 0.04% |
601,980
+265,167
| +79% | +$109M |
|
407
SBA Communications
SBAC
$21.2B
| $245M | 0.04% |
870,004
+227,280
| +35% | +$64.1M |
|
408
Public Storage
PSA
$52.2B
| $245M | 0.04% |
1,062,387
+54,561
| +5% | +$12.6M |
|
409
iShares Core MSCI Total International Stock ETF
IXUS
$48.1B
| $244M | 0.04% |
3,636,802
-16,738
| -0.5% | -$1.12M |
|
410
L3Harris
LHX
$51B
| $242M | 0.04% |
1,279,814
+257,454
| +25% | +$48.7M |
|
411
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $241M | 0.04% |
1,809,855
+129,197
| +8% | +$17.2M |
|
412
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
| $241M | 0.04% |
2,906,292
-46,060
| -2% | -$3.81M |
|
413
ARK Genomic Revolution ETF
ARKG
$1.08B
| $241M | 0.04% |
2,578,876
+648,974
| +34% | +$60.5M |
|
414
Lyft
LYFT
$6.91B
| $238M | 0.04% |
4,837,673
+2,443,182
| +102% | +$120M |
|
415
Norfolk Southern
NSC
$62.3B
| $238M | 0.04% |
999,812
-519,344
| -34% | -$123M |
|
|
GTM
416
ZoomInfo Technologies
GTM
$3.26B
| $237M | 0.04% |
4,913,207
+2,159,914
| +78% | +$104M |
|
417
Vale
VALE
$44.4B
| $236M | 0.04% |
14,104,707
-464,158
| -3% | -$7.78M |
|
418
NXP Semiconductors
NXPI
$57.2B
| $236M | 0.04% |
1,484,794
+582,526
| +65% | +$92.6M |
|
419
Fortive
FTV
$16.2B
| $235M | 0.04% |
3,321,084
+1,472,797
| +80% | +$104M |
|
420
NovoCure
NVCR
$1.37B
| $234M | 0.04% |
1,350,654
+28,065
| +2% | +$4.86M |
|
421
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $233M | 0.04% |
2,509,855
+147,140
| +6% | +$13.7M |
|
|
NLSN
422
DELISTED
Nielsen Holdings plc
NLSN
| $233M | 0.04% |
11,160,270
+4,349,119
| +64% | +$90.8M |
|
423
iShares MSCI Brazil ETF
EWZ
$5.47B
| $231M | 0.04% |
6,240,138
-6,007,692
| -49% | -$223M |
|
424
First Trust US Equity Opportunities ETF
FPX
$1.03B
| $231M | 0.04% |
1,953,946
+269,575
| +16% | +$31.9M |
|
|
DFS
425
DELISTED
Discover Financial Services
DFS
| $230M | 0.04% |
2,536,579
+98,292
| +4% | +$8.9M |
|