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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Invitation Homes
INVH
$18.5B
| $235M | 0.03% |
5,846,539
+301,041
| +5% | +$12.1M |
|
477
Regions Financial
RF
$24.1B
| $235M | 0.03% |
10,551,707
+1,071,496
| +11% | +$23.9M |
|
478
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.32B
| $234M | 0.03% |
7,081,068
+4,499,455
| +174% | +$149M |
|
479
Ares Capital
ARCC
$15.9B
| $234M | 0.03% |
11,158,331
+407,403
| +4% | +$8.54M |
|
480
iShares Russell 3000 ETF
IWV
$16.7B
| $233M | 0.03% |
886,776
+4,498
| +0.5% | +$1.18M |
|
481
Real Estate Select Sector SPDR Fund
XLRE
$7.61B
| $231M | 0.03% |
4,775,641
+533,311
| +13% | +$25.8M |
|
482
Toronto Dominion Bank
TD
$128B
| $230M | 0.03% |
2,893,490
+73,415
| +3% | +$5.83M |
|
483
Cummins
CMI
$54.8B
| $230M | 0.03% |
1,120,006
+12,232
| +1% | +$2.51M |
|
484
Southwest Airlines
LUV
$16.7B
| $229M | 0.03% |
4,991,990
-339,088
| -6% | -$15.5M |
|
485
FirstEnergy
FE
$25B
| $228M | 0.03% |
4,972,601
+138,434
| +3% | +$6.35M |
|
486
The Mosaic Company
MOS
$10.3B
| $228M | 0.03% |
3,428,462
+301,614
| +10% | +$20.1M |
|
487
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $227M | 0.03% |
3,216,550
+178,285
| +6% | +$12.6M |
|
488
International Flavors & Fragrances
IFF
$17B
| $226M | 0.03% |
1,722,484
+378,314
| +28% | +$49.7M |
|
489
Paychex
PAYX
$48.7B
| $226M | 0.03% |
1,654,350
-519,080
| -24% | -$70.8M |
|
490
iShares Core MSCI International Developed Markets ETF
IDEV
$21.5B
| $225M | 0.03% |
3,542,494
+1,684,642
| +91% | +$107M |
|
491
CrowdStrike
CRWD
$107B
| $225M | 0.03% |
992,008
-537,823
| -35% | -$122M |
|
492
Iron Mountain
IRM
$27.3B
| $224M | 0.03% |
4,049,948
+1,195,066
| +42% | +$66.2M |
|
493
Pinduoduo
PDD
$177B
| $224M | 0.03% |
5,589,544
+958,952
| +21% | +$38.5M |
|
494
Vanguard Mega Cap Value ETF
MGV
$9.8B
| $224M | 0.03% |
2,085,166
+103,859
| +5% | +$11.1M |
|
495
Charter Communications
CHTR
$36B
| $223M | 0.03% |
408,124
-116,937
| -22% | -$63.8M |
|
496
Microchip Technology
MCHP
$35.2B
| $222M | 0.03% |
2,956,233
+957,728
| +48% | +$72M |
|
497
BP
BP
$87.3B
| $222M | 0.03% |
7,555,053
+890,069
| +13% | +$26.2M |
|
498
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
| $221M | 0.03% |
22,806,370
+902,912
| +4% | +$8.77M |
|
499
State Street
STT
$31.7B
| $220M | 0.03% |
2,525,875
-340,511
| -12% | -$29.7M |
|
500
Autodesk
ADSK
$69.6B
| $219M | 0.03% |
1,022,133
+149,768
| +17% | +$32.1M |
|