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 | |
|---|---|---|---|---|---|---|
526
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $202M | 0.03% |
2,777,553
+121,216
| +5% | +$8.82M |
|
527
NetEase
NTES
$91.2B
| $202M | 0.03% |
2,253,650
+196,367
| +10% | +$17.6M |
|
528
SPDR S&P Retail ETF
XRT
$438M
| $202M | 0.03% |
2,673,627
-79,050
| -3% | -$5.97M |
|
529
Biogen
BIIB
$20.7B
| $201M | 0.03% |
955,829
+175,349
| +22% | +$36.9M |
|
530
Mid-America Apartment Communities
MAA
$16.9B
| $201M | 0.03% |
957,375
+51,733
| +6% | +$10.8M |
|
531
iShares MSCI India ETF
INDA
$9.3B
| $200M | 0.03% |
4,491,943
-92,768
| -2% | -$4.13M |
|
532
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$705M
| $200M | 0.03% |
6,473,987
-386,180
| -6% | -$11.9M |
|
533
Global X US Infrastructure Development ETF
PAVE
$9.28B
| $199M | 0.03% |
7,045,772
-1,074,980
| -13% | -$30.4M |
|
534
KKR & Co
KKR
$124B
| $198M | 0.03% |
3,392,000
+71,391
| +2% | +$4.17M |
|
535
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.15B
| $198M | 0.03% |
4,514,254
+467,711
| +12% | +$20.5M |
|
536
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $197M | 0.03% |
2,730,013
-104,840
| -4% | -$7.56M |
|
537
O'Reilly Automotive
ORLY
$90.3B
| $196M | 0.03% |
4,288,680
-741,750
| -15% | -$33.9M |
|
538
Plug Power
PLUG
$1.63B
| $196M | 0.03% |
6,839,631
-598,521
| -8% | -$17.1M |
|
539
Rivian
RIVN
$17B
| $195M | 0.03% |
3,889,415
+253,172
| +7% | +$12.7M |
|
|
CHNG
540
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $195M | 0.03% |
8,947,841
-418,286
| -4% | -$9.12M |
|
541
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $195M | 0.03% |
2,010,439
-94,667
| -4% | -$9.17M |
|
542
Sysco
SYY
$39B
| $194M | 0.03% |
2,373,284
-528,723
| -18% | -$43.2M |
|
543
Labcorp
LH
$23B
| $193M | 0.03% |
854,001
-123,325
| -13% | -$27.9M |
|
544
Yum! Brands
YUM
$41.1B
| $193M | 0.03% |
1,628,047
-580,581
| -26% | -$68.8M |
|
545
ARK Genomic Revolution ETF
ARKG
$1.04B
| $192M | 0.03% |
4,187,534
+555,156
| +15% | +$25.5M |
|
546
PIMCO Dynamic Income Fund
PDI
$7.6B
| $192M | 0.03% |
7,889,519
-575,341
| -7% | -$14M |
|
547
Republic Services
RSG
$71.2B
| $192M | 0.03% |
1,449,221
-212,892
| -13% | -$28.2M |
|
548
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $192M | 0.03% |
2,891,994
+32,089
| +1% | +$2.13M |
|
549
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $192M | 0.03% |
2,919,224
-13,569
| -0.5% | -$892K |
|
550
Invesco Preferred ETF
PGX
$3.95B
| $191M | 0.03% |
14,101,715
-258,312
| -2% | -$3.51M |
|