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 | |
|---|---|---|---|---|---|---|
526
Edison International
EIX
$21.4B
| $227M | 0.03% |
4,017,591
-42,072
| -1% | -$2.38M |
|
527
Knight Transportation
KNX
$6.76B
| $226M | 0.03% |
4,627,942
-490,496
| -10% | -$24M |
|
528
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $226M | 0.03% |
5,893,508
-575,167
| -9% | -$22M |
|
529
Coterra Energy
CTRA
$18.6B
| $226M | 0.03% |
8,641,514
-831,269
| -9% | -$21.7M |
|
530
Labcorp
LH
$22.7B
| $225M | 0.03% |
1,279,997
+70,719
| +6% | +$12.4M |
|
531
DXC Technology
DXC
$2.55B
| $222M | 0.03% |
9,069,257
+2,296,967
| +34% | +$56.2M |
|
532
Nu Holdings
NU
$75B
| $222M | 0.03% |
50,452,626
+3,372,274
| +7% | +$14.8M |
|
533
Global Payments
GPN
$20.6B
| $220M | 0.03% |
2,037,176
+199,956
| +11% | +$21.6M |
|
534
iShares MSCI Brazil ETF
EWZ
$5.5B
| $220M | 0.03% |
7,417,221
-1,087,293
| -13% | -$32.2M |
|
535
D.R. Horton
DHI
$52.5B
| $219M | 0.03% |
3,253,118
+56,055
| +2% | +$3.78M |
|
|
EDR
536
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $219M | 0.03% |
10,785,065
+476,698
| +5% | +$9.66M |
|
537
Pinterest
PINS
$24B
| $218M | 0.03% |
9,349,096
+2,606,678
| +39% | +$60.7M |
|
538
Tyson Foods
TSN
$19.7B
| $217M | 0.03% |
3,295,582
+148,361
| +5% | +$9.78M |
|
539
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $217M | 0.03% |
4,391,038
-143,463
| -3% | -$7.09M |
|
540
WIX.com
WIX
$9.14B
| $217M | 0.03% |
2,771,988
+914,222
| +49% | +$71.5M |
|
541
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $216M | 0.03% |
7,409,169
+3,939,816
| +114% | +$115M |
|
542
Ross Stores
ROST
$48.8B
| $216M | 0.03% |
2,568,296
+15,291
| +0.6% | +$1.29M |
|
543
Canadian National Railway
CNI
$57.7B
| $216M | 0.03% |
2,003,503
+346,638
| +21% | +$37.4M |
|
544
Clorox
CLX
$15.1B
| $216M | 0.03% |
1,681,412
-208,038
| -11% | -$26.7M |
|
545
Ametek
AME
$43.3B
| $216M | 0.03% |
1,903,443
+127,311
| +7% | +$14.4M |
|
546
Ameren
AEE
$26.8B
| $214M | 0.03% |
2,661,922
-131,949
| -5% | -$10.6M |
|
547
McCormick & Company Non-Voting
MKC
$18.4B
| $214M | 0.03% |
3,005,721
-63,707
| -2% | -$4.54M |
|
548
eBay
EBAY
$41.7B
| $214M | 0.03% |
5,819,513
-109,510
| -2% | -$4.03M |
|
549
Vale
VALE
$44.9B
| $214M | 0.03% |
16,072,904
-1,504,049
| -9% | -$20M |
|
550
Brookfield Infrastructure Partners
BIP
$14.2B
| $214M | 0.03% |
5,951,833
-1,283,441
| -18% | -$46.1M |
|