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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.35B |
| 2 |
Apple
AAPL
|
$951M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$722M |
| 4 |
Invesco QQQ Trust
QQQ
|
$687M |
| 5 |
Alibaba
BABA
|
$569M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.47B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$663M |
| 3 |
S&P Global
SPGI
|
$456M |
| 4 |
GE Aerospace
GE
|
$438M |
| 5 |
SPDR Gold Trust
GLD
|
$419M |
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 10.16% |
| 3 | Consumer Discretionary | 8.05% |
| 4 | Healthcare | 7.74% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
iShares Russell 1000 ETF
IWB
$43.4B
| $158M | 0.04% |
1,061,448
-46,857
| -4% | -$6.96M |
|
427
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $158M | 0.04% |
3,281,798
-176,467
| -5% | -$8.48M |
|
428
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $158M | 0.04% |
1,415,488
-28,158
| -2% | -$3.13M |
|
429
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$696M
| $157M | 0.04% |
5,533,022
-671,923
| -11% | -$19.1M |
|
430
Allstate
ALL
$53.1B
| $157M | 0.04% |
1,501,665
+467,735
| +45% | +$49M |
|
431
Vanguard Health Care ETF
VHT
$15.7B
| $157M | 0.04% |
1,018,279
+3,556
| +0.4% | +$548K |
|
432
United States Oil Fund
USO
$939M
| $156M | 0.04% |
1,625,664
+454,566
| +39% | +$43.7M |
|
433
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.32B
| $156M | 0.04% |
3,016,854
+336,941
| +13% | +$17.4M |
|
434
Terex
TEX
$3.47B
| $155M | 0.04% |
3,204,147
+42,374
| +1% | +$2.04M |
|
435
Advanced Micro Devices
AMD
$245B
| $154M | 0.04% |
15,007,967
+11,001,931
| +275% | +$113M |
|
436
CME Group
CME
$94.4B
| $154M | 0.04% |
1,051,955
+239,791
| +30% | +$35M |
|
437
T Rowe Price
TROW
$23.8B
| $153M | 0.04% |
1,460,950
+433,823
| +42% | +$45.5M |
|
|
TSG
438
DELISTED
The Stars Group Inc.
TSG
| $153M | 0.04% |
6,558,042
+1,114,880
| +20% | +$26M |
|
439
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $152M | 0.04% |
3,328,669
+2,299
| +0.1% | +$105K |
|
440
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $151M | 0.04% |
3,705,104
-529,848
| -13% | -$21.6M |
|
441
Healthpeak Properties
DOC
$12.8B
| $151M | 0.04% |
5,780,592
+2,120,439
| +58% | +$55.3M |
|
442
Vanguard Extended Market ETF
VXF
$24.1B
| $151M | 0.04% |
1,347,582
+14,950
| +1% | +$1.67M |
|
|
AY
443
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $150M | 0.04% |
7,072,905
+1,038,367
| +17% | +$22M |
|
444
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $150M | 0.04% |
1,450,032
+260,197
| +22% | +$26.8M |
|
445
American Airlines Group
AAL
$8.63B
| $150M | 0.04% |
2,873,706
-276,084
| -9% | -$14.4M |
|
446
Alnylam Pharmaceuticals
ALNY
$59.2B
| $148M | 0.04% |
1,168,771
+188,948
| +19% | +$24M |
|
447
D.R. Horton
DHI
$54.2B
| $148M | 0.04% |
2,905,287
+1,061,792
| +58% | +$54.2M |
|
448
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
| $148M | 0.04% |
2,780,626
-165,841
| -6% | -$8.85M |
|
449
Unilever
UL
$158B
| $147M | 0.04% |
2,656,506
+145,517
| +6% | +$8.05M |
|
450
Edwards Lifesciences
EW
$47.5B
| $146M | 0.04% |
3,895,335
+427,107
| +12% | +$16M |
|