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 | |
|---|---|---|---|---|---|---|
551
TE Connectivity
TEL
$61.7B
| $191M | 0.03% |
1,458,159
+398,419
| +38% | +$52.2M |
|
552
SPDR Bloomberg Convertible Securities ETF
CWB
$4.47B
| $191M | 0.03% |
2,480,507
-276,325
| -10% | -$21.3M |
|
553
iShares Core MSCI Europe ETF
IEUR
$6.89B
| $191M | 0.03% |
3,568,731
+37,208
| +1% | +$1.99M |
|
554
Unilever
UL
$155B
| $190M | 0.03% |
4,160,538
+121,242
| +3% | +$5.53M |
|
555
Palantir
PLTR
$385B
| $189M | 0.03% |
13,780,138
-8,973,268
| -39% | -$123M |
|
556
Steris
STE
$24.5B
| $188M | 0.03% |
777,300
-101,971
| -12% | -$24.7M |
|
557
Hershey
HSY
$38B
| $188M | 0.03% |
866,515
-102,665
| -11% | -$22.2M |
|
558
Fortive
FTV
$16.1B
| $188M | 0.03% |
3,079,682
-120,708
| -4% | -$7.35M |
|
559
Cameco
CCJ
$33.7B
| $187M | 0.03% |
6,439,386
+955,731
| +17% | +$27.8M |
|
560
Constellation Energy
CEG
$94B
| $187M | 0.03% |
+3,326,060
| New | +$187M |
|
561
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $186M | 0.03% |
3,396,144
+48,335
| +1% | +$2.65M |
|
562
MSCI
MSCI
$44B
| $186M | 0.03% |
369,115
-12,684
| -3% | -$6.38M |
|
563
iShares US Aerospace & Defense ETF
ITA
$9.21B
| $185M | 0.02% |
1,666,911
+406,162
| +32% | +$45M |
|
564
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $184M | 0.02% |
13,189,594
+251,001
| +2% | +$3.51M |
|
565
GSK
GSK
$82.1B
| $184M | 0.02% |
3,371,862
-76,798
| -2% | -$4.18M |
|
566
Vanguard Energy ETF
VDE
$7.21B
| $182M | 0.02% |
1,703,659
+61,827
| +4% | +$6.62M |
|
|
CTXS
567
DELISTED
Citrix Systems Inc
CTXS
| $182M | 0.02% |
1,801,708
-1,086,406
| -38% | -$110M |
|
568
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $181M | 0.02% |
3,676,207
+436,918
| +13% | +$21.6M |
|
569
iShare MSCI Eurozone ETF
EZU
$7.92B
| $181M | 0.02% |
4,175,754
-736,009
| -15% | -$31.8M |
|
570
Baidu
BIDU
$37.3B
| $180M | 0.02% |
1,356,898
-281,670
| -17% | -$37.3M |
|
571
Extra Space Storage
EXR
$30.8B
| $179M | 0.02% |
872,872
+39,456
| +5% | +$8.11M |
|
572
Ulta Beauty
ULTA
$23B
| $178M | 0.02% |
447,758
-9,344
| -2% | -$3.72M |
|
573
Edison International
EIX
$21.1B
| $178M | 0.02% |
2,538,625
-457,187
| -15% | -$32M |
|
574
FTAI Aviation
FTAI
$17B
| $176M | 0.02% |
8,003,565
+256,943
| +3% | +$5.65M |
|
575
Royal Caribbean
RCL
$93.8B
| $176M | 0.02% |
2,096,139
-496,099
| -19% | -$41.6M |
|