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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
iShares US Medical Devices ETF
IHI
$4.25B
| $244M | 0.03% |
4,048,068
-1,019,088
| -20% | -$61.3M |
|
477
Biogen
BIIB
$20.9B
| $243M | 0.03% |
702,175
+84,388
| +14% | +$29.2M |
|
478
Vipshop
VIPS
$8.86B
| $243M | 0.03% |
12,106,092
+4,797,383
| +66% | +$96.3M |
|
479
Fortive
FTV
$16.2B
| $243M | 0.03% |
3,484,344
+280,938
| +9% | +$19.6M |
|
480
Fiserv
FI
$71.8B
| $242M | 0.03% |
2,264,022
+1,055,095
| +87% | +$113M |
|
481
General Dynamics
GD
$86.9B
| $242M | 0.03% |
1,285,413
+69,523
| +6% | +$13.1M |
|
482
Alerian MLP ETF
AMLP
$10.4B
| $241M | 0.03% |
6,632,739
+599,615
| +10% | +$21.8M |
|
483
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $240M | 0.03% |
3,817,798
+562,660
| +17% | +$35.4M |
|
484
Align Technology
ALGN
$9.63B
| $239M | 0.03% |
391,090
+107,922
| +38% | +$65.9M |
|
485
DraftKings
DKNG
$22.7B
| $238M | 0.03% |
4,565,508
+616,102
| +16% | +$32.1M |
|
486
Labcorp
LH
$22.7B
| $238M | 0.03% |
1,002,972
-175,690
| -15% | -$41.6M |
|
487
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $237M | 0.03% |
6,000,698
+392,681
| +7% | +$15.5M |
|
488
Archer Daniels Midland
ADM
$29.5B
| $237M | 0.03% |
3,905,585
+191,145
| +5% | +$11.6M |
|
489
BlackRock Science and Technology Term Trust
BSTZ
$1.55B
| $235M | 0.03% |
5,643,893
+51,877
| +0.9% | +$2.16M |
|
490
Equifax
EFX
$30.2B
| $234M | 0.03% |
977,441
+480,021
| +97% | +$115M |
|
|
BBBY
491
DELISTED
Bed Bath & Beyond Inc
BBBY
| $234M | 0.03% |
7,023,868
+6,369,395
| +973% | +$212M |
|
|
RDS.B
492
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $234M | 0.03% |
6,020,865
+1,013,835
| +20% | +$39.4M |
|
493
Kroger
KR
$44.3B
| $233M | 0.03% |
6,077,956
+1,357,858
| +29% | +$52M |
|
494
Kinder Morgan
KMI
$60.8B
| $233M | 0.03% |
12,764,627
-640,102
| -5% | -$11.7M |
|
495
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $231M | 0.03% |
9,155,670
+1,305,972
| +17% | +$32.9M |
|
496
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $231M | 0.03% |
2,660,009
-145,685
| -5% | -$12.6M |
|
497
Light & Wonder
LNW
$7.43B
| $230M | 0.03% |
2,970,004
+14,425
| +0.5% | +$1.12M |
|
498
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $229M | 0.03% |
1,753,246
-31,625
| -2% | -$4.13M |
|
|
B
499
Barrick Mining Corporation
B
$50.3B
| $228M | 0.03% |
11,043,238
+1,828,910
| +20% | +$37.8M |
|
500
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
| $228M | 0.03% |
3,476,329
+430,244
| +14% | +$28.2M |
|