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 |
BILL Holdings
BILL
|
$1.69B |
| 2 |
Roblox
RBLX
|
$1.5B |
| 3 |
Coupang
CPNG
|
$1.47B |
| 4 |
Airbnb
ABNB
|
$850M |
| 5 |
Unity
U
|
$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 2 |
Spotify
SPOT
|
$1.33B |
| 3 |
Okta
OKTA
|
$1.19B |
| 4 |
Amazon
AMZN
|
$997M |
| 5 |
Alibaba
BABA
|
$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HUYA
551
Huya Inc
HUYA
$796M
| $189M | 0.03% |
22,612,927
-4,797,084
| -18% | -$40M |
|
552
AvalonBay Communities
AVB
$27.8B
| $188M | 0.03% |
849,831
-48,331
| -5% | -$10.7M |
|
553
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $188M | 0.03% |
2,914,194
-562,135
| -16% | -$36.2M |
|
554
UDR
UDR
$13B
| $188M | 0.03% |
3,541,421
+245,775
| +7% | +$13M |
|
555
iShares Russell 3000 ETF
IWV
$16.7B
| $187M | 0.03% |
734,954
+109,581
| +18% | +$27.9M |
|
556
International Flavors & Fragrances
IFF
$16.9B
| $187M | 0.03% |
1,396,146
-329,129
| -19% | -$44M |
|
557
Stitch Fix
SFIX
$737M
| $187M | 0.03% |
4,671,539
-144,562
| -3% | -$5.78M |
|
558
DXC Technology
DXC
$2.65B
| $187M | 0.03% |
5,552,338
+554,921
| +11% | +$18.7M |
|
559
Broadridge
BR
$29.4B
| $186M | 0.03% |
1,118,338
+490,211
| +78% | +$81.7M |
|
560
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $186M | 0.03% |
7,325,871
+416,628
| +6% | +$10.6M |
|
561
First Trust US Equity Opportunities ETF
FPX
$1.03B
| $186M | 0.03% |
1,508,085
-236,575
| -14% | -$29.2M |
|
562
First Trust Cloud Computing ETF
SKYY
$3.08B
| $186M | 0.03% |
1,763,531
-15,769
| -0.9% | -$1.66M |
|
563
Healthpeak Properties
DOC
$12.8B
| $184M | 0.02% |
5,496,430
+230,694
| +4% | +$7.72M |
|
564
iShares Core MSCI Europe ETF
IEUR
$6.86B
| $184M | 0.02% |
3,274,693
+336,236
| +11% | +$18.8M |
|
565
Iron Mountain
IRM
$27.2B
| $182M | 0.02% |
4,195,161
+1,139,861
| +37% | +$49.5M |
|
566
EOG Resources
EOG
$64.4B
| $182M | 0.02% |
2,269,948
+248,727
| +12% | +$20M |
|
567
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$365M
| $182M | 0.02% |
6,535,122
+327,975
| +5% | +$9.14M |
|
568
Align Technology
ALGN
$10.1B
| $181M | 0.02% |
272,455
-118,635
| -30% | -$78.9M |
|
569
Equity Residential
EQR
$25.5B
| $181M | 0.02% |
2,239,920
+534,270
| +31% | +$43.2M |
|
570
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $181M | 0.02% |
4,095,228
+111,203
| +3% | +$4.92M |
|
571
Progressive
PGR
$143B
| $181M | 0.02% |
2,000,538
-197,238
| -9% | -$17.8M |
|
572
iShares Semiconductor ETF
SOXX
$13.7B
| $180M | 0.02% |
1,211,223
-244,776
| -17% | -$36.4M |
|
573
Peloton Interactive
PTON
$3.27B
| $180M | 0.02% |
2,065,388
-472,802
| -19% | -$41.2M |
|
574
iQIYI
IQ
$2.61B
| $180M | 0.02% |
22,375,717
+3,537,388
| +19% | +$28.4M |
|
575
Eastman Chemical
EMN
$7.93B
| $180M | 0.02% |
1,782,154
+279,113
| +19% | +$28.1M |
|