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 | |
|---|---|---|---|---|---|---|
526
TE Connectivity
TEL
$61.4B
| $99.5M | 0.03% |
1,316,268
-721,877
| -35% | -$54.6M |
|
527
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $98.7M | 0.03% |
1,992,911
+121,058
| +6% | +$6M |
|
528
ING
ING
$71B
| $98M | 0.03% |
9,192,548
+1,587,644
| +21% | +$16.9M |
|
529
iShares US Financials ETF
IYF
$4.03B
| $97.3M | 0.03% |
1,829,098
-2,536,896
| -58% | -$135M |
|
530
Kimco Realty
KIM
$15.3B
| $97.2M | 0.03% |
6,634,367
-1,314,489
| -17% | -$19.3M |
|
|
DNB
531
DELISTED
Dun & Bradstreet
DNB
| $97.2M | 0.03% |
680,712
+576,604
| +554% | +$82.3M |
|
532
TripAdvisor
TRIP
$2.06B
| $96.9M | 0.03% |
1,796,688
+689,091
| +62% | +$37.2M |
|
|
JOYY
533
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $96M | 0.03% |
1,603,411
+862,290
| +116% | +$51.6M |
|
534
International Flavors & Fragrances
IFF
$17B
| $95.6M | 0.03% |
712,054
+554,147
| +351% | +$74.4M |
|
|
HPP
535
Hudson Pacific Properties
HPP
$1.15B
| $95.4M | 0.03% |
3,284,312
+1,567,027
| +91% | +$45.5M |
|
536
Raymond James Financial
RJF
$33B
| $95.4M | 0.03% |
1,923,152
+1,095,845
| +132% | +$54.4M |
|
537
Equinix
EQIX
$74.9B
| $95.3M | 0.03% |
270,432
+86,707
| +47% | +$30.6M |
|
538
Amphenol
APH
$143B
| $95.2M | 0.03% |
4,700,004
-314,968
| -6% | -$6.38M |
|
539
Gartner
IT
$18.7B
| $95.1M | 0.03% |
743,782
+370,385
| +99% | +$47.3M |
|
540
United Airlines
UAL
$34.2B
| $94.8M | 0.03% |
1,132,305
+404,672
| +56% | +$33.9M |
|
|
PGRE
541
Paramount Group
PGRE
$1.65B
| $94.7M | 0.03% |
7,541,270
-1,010,665
| -12% | -$12.7M |
|
542
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $94.5M | 0.03% |
3,726,706
-1,247,861
| -25% | -$31.6M |
|
543
PPG Industries
PPG
$25.2B
| $94.4M | 0.03% |
923,045
-316,822
| -26% | -$32.4M |
|
544
ON Semiconductor
ON
$19.9B
| $94M | 0.03% |
5,694,466
+1,074,212
| +23% | +$17.7M |
|
545
iShares MSCI Mexico ETF
EWW
$1.85B
| $93.6M | 0.03% |
2,273,264
+169,043
| +8% | +$6.96M |
|
546
Allstate
ALL
$52.8B
| $93.4M | 0.03% |
1,129,928
-285,498
| -20% | -$23.6M |
|
547
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
| $93.1M | 0.03% |
3,975,431
-869,365
| -18% | -$20.4M |
|
|
ZAYO
548
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $92.9M | 0.03% |
4,066,190
-513,619
| -11% | -$11.7M |
|
549
Lamb Weston
LW
$8.02B
| $92.3M | 0.03% |
1,255,168
+601,540
| +92% | +$44.2M |
|
550
Suncor Energy
SU
$49.7B
| $92.1M | 0.03% |
3,293,779
-107,114
| -3% | -$3M |
|