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
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
WEC Energy
WEC
$35.1B
| $265M | 0.04% |
2,959,079
+87,553
| +3% | +$7.83M |
|
477
Vanguard Financials ETF
VFH
$12.8B
| $263M | 0.04% |
3,531,143
-745,622
| -17% | -$55.5M |
|
478
Arthur J. Gallagher & Co
AJG
$75.5B
| $261M | 0.04% |
1,524,136
+205,364
| +16% | +$35.2M |
|
479
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $260M | 0.04% |
1,985,355
-110,948
| -5% | -$14.6M |
|
480
Nutrien
NTR
$27.7B
| $260M | 0.04% |
3,113,260
-412,047
| -12% | -$34.4M |
|
481
W.W. Grainger
GWW
$47.2B
| $256M | 0.03% |
524,163
+4,801
| +0.9% | +$2.35M |
|
482
Halliburton
HAL
$19.1B
| $256M | 0.03% |
10,402,403
+28,299
| +0.3% | +$697K |
|
483
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
| $256M | 0.03% |
5,343,829
-739,268
| -12% | -$35.4M |
|
484
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.65B
| $256M | 0.03% |
5,046,364
+690,179
| +16% | +$35M |
|
485
Xcel Energy
XEL
$42.5B
| $254M | 0.03% |
3,973,285
-354,224
| -8% | -$22.7M |
|
486
Unity
U
$18.5B
| $253M | 0.03% |
7,938,077
-11,562,936
| -59% | -$368M |
|
487
Ally Financial
ALLY
$12.7B
| $253M | 0.03% |
9,084,509
-551,600
| -6% | -$15.4M |
|
|
FTCH
488
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $252M | 0.03% |
33,862,857
-3,312,110
| -9% | -$24.7M |
|
489
TE Connectivity
TEL
$62.3B
| $252M | 0.03% |
2,280,817
+193,518
| +9% | +$21.4M |
|
490
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $250M | 0.03% |
2,605,369
-383,735
| -13% | -$36.9M |
|
491
Albemarle
ALB
$8.66B
| $250M | 0.03% |
946,711
+86,129
| +10% | +$22.8M |
|
492
CenterPoint Energy
CNP
$24.6B
| $250M | 0.03% |
8,859,065
-227,632
| -3% | -$6.41M |
|
493
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.39B
| $248M | 0.03% |
5,691,196
-597,419
| -10% | -$26M |
|
494
Sanofi
SNY
$115B
| $246M | 0.03% |
6,481,870
+371,680
| +6% | +$14.1M |
|
495
Keysight
KEYS
$29.3B
| $246M | 0.03% |
1,561,753
+21,608
| +1% | +$3.4M |
|
496
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $245M | 0.03% |
5,759,536
+687,110
| +14% | +$29.2M |
|
497
Invitation Homes
INVH
$18.5B
| $245M | 0.03% |
7,243,186
+922,363
| +15% | +$31.1M |
|
498
NetEase
NTES
$91.8B
| $245M | 0.03% |
3,234,717
+704,591
| +28% | +$53.3M |
|
499
EPAM Systems
EPAM
$8.66B
| $243M | 0.03% |
671,356
+23,084
| +4% | +$8.36M |
|
500
Sony
SONY
$171B
| $243M | 0.03% |
18,981,640
-1,080,445
| -5% | -$13.8M |
|