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 Gold Trust
GLD
|
+$574M |
| 2 |
IAC Inc
IAC
|
+$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
+$425M |
| 4 |
ServiceNow
NOW
|
+$395M |
| 5 |
TAL Education Group
TAL
|
+$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.14B |
| 2 |
Starbucks
SBUX
|
+$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$954M |
| 4 |
Qualcomm
QCOM
|
+$688M |
| 5 |
Broadcom
AVGO
|
+$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Camden Property Trust
CPT
$11.9B
| $115M | 0.03% |
1,304,505
-242,896
| -16% | -$21.4M |
|
477
Las Vegas Sands
LVS
$36.9B
| $115M | 0.03% |
2,202,327
+1,080,338
| +96% | +$56.2M |
|
478
F5
FFIV
$18.4B
| $115M | 0.03% |
707,185
+373,551
| +112% | +$60.5M |
|
479
Best Buy
BBY
$16.3B
| $114M | 0.03% |
2,160,209
+238,961
| +12% | +$12.7M |
|
480
CyberArk
CYBR
$23.6B
| $114M | 0.03% |
1,539,467
+341,237
| +28% | +$25.3M |
|
481
iShares Semiconductor ETF
SOXX
$13.8B
| $114M | 0.03% |
2,177,400
-598,350
| -22% | -$31.3M |
|
482
KraneShares CSI China Internet ETF
KWEB
$8.89B
| $113M | 0.03% |
3,022,355
+411,031
| +16% | +$15.4M |
|
483
VF Corp
VFC
$6.08B
| $112M | 0.03% |
1,671,857
+21,317
| +1% | +$1.43M |
|
484
ENI
E
$52.1B
| $112M | 0.03% |
3,563,516
-22,799
| -0.6% | -$718K |
|
485
The Communication Services Select Sector SPDR Fund
XLC
$26.3B
| $112M | 0.03% |
2,715,879
+1,880,290
| +225% | +$77.6M |
|
486
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $112M | 0.03% |
2,157,522
-36,835
| -2% | -$1.91M |
|
487
First Trust Capital Strength ETF
FTCS
$8.46B
| $112M | 0.03% |
2,312,903
+574,350
| +33% | +$27.7M |
|
488
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.15B
| $111M | 0.03% |
2,764,470
+305,573
| +12% | +$12.3M |
|
489
iShares MSCI Taiwan ETF
EWT
$6.4B
| $111M | 0.03% |
3,502,650
-1,808,410
| -34% | -$57.2M |
|
490
iShares S&P 100 ETF
OEF
$22.3B
| $110M | 0.03% |
984,607
+8,559
| +0.9% | +$955K |
|
491
First Trust Europe AlphaDEX Fund
FEP
$337M
| $110M | 0.03% |
3,544,272
-1,026,485
| -22% | -$31.8M |
|
492
Ross Stores
ROST
$49.6B
| $109M | 0.03% |
1,314,879
-886,705
| -40% | -$73.8M |
|
493
Kellanova
K
$27.6B
| $109M | 0.03% |
2,043,294
+200,831
| +11% | +$10.8M |
|
494
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $109M | 0.03% |
1,092,997
+745,893
| +215% | +$74.6M |
|
495
ARK Innovation ETF
ARKK
$7.21B
| $109M | 0.03% |
2,930,364
+124,006
| +4% | +$4.61M |
|
496
D.R. Horton
DHI
$54.9B
| $109M | 0.03% |
3,130,472
+1,944,252
| +164% | +$67.4M |
|
497
Invesco Preferred ETF
PGX
$3.95B
| $108M | 0.03% |
8,045,260
-976,070
| -11% | -$13.1M |
|
498
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $108M | 0.03% |
2,058,331
-818,867
| -28% | -$42.9M |
|
499
Ferrari
RACE
$85.3B
| $108M | 0.03% |
1,081,989
+458,432
| +74% | +$45.6M |
|
500
First Trust Financials AlphaDEX Fund
FXO
$2.24B
| $107M | 0.03% |
3,966,362
-643,915
| -14% | -$17.4M |
|