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 | |
|---|---|---|---|---|---|---|
551
PG&E
PCG
$33.5B
| $212M | 0.03% |
16,943,621
-101,043
| -0.6% | -$1.26M |
|
552
Vanguard Mega Cap Value ETF
MGV
$9.91B
| $212M | 0.03% |
2,353,438
+114,243
| +5% | +$10.3M |
|
553
ProShares Short S&P500
SH
$1.23B
| $211M | 0.03% |
3,050,004
+208,220
| +7% | +$14.4M |
|
554
Warner Bros
WBD
$31B
| $210M | 0.03% |
18,303,050
-69,809
| -0.4% | -$803K |
|
555
Mid-America Apartment Communities
MAA
$16.6B
| $210M | 0.03% |
1,352,006
+113,401
| +9% | +$17.6M |
|
556
iShares MSCI India ETF
INDA
$9.38B
| $210M | 0.03% |
5,137,753
+204,189
| +4% | +$8.33M |
|
557
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.76B
| $208M | 0.03% |
6,473,719
+1,035,892
| +19% | +$33.3M |
|
558
Rivian
RIVN
$16.9B
| $208M | 0.03% |
6,315,309
+727,922
| +13% | +$24M |
|
559
Wayfair
W
$11.3B
| $207M | 0.03% |
6,367,598
-1,836,353
| -22% | -$59.8M |
|
560
Lennar Class A
LEN
$35.4B
| $207M | 0.03% |
2,863,823
+132,935
| +5% | +$9.59M |
|
|
MMP
561
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $206M | 0.03% |
4,341,217
-803,630
| -16% | -$38.2M |
|
562
Petrobras
PBR
$82.2B
| $205M | 0.03% |
16,624,887
+2,668,751
| +19% | +$32.9M |
|
563
Plug Power
PLUG
$1.66B
| $205M | 0.03% |
9,749,284
+1,925,968
| +25% | +$40.5M |
|
564
SAP
SAP
$303B
| $204M | 0.03% |
2,512,826
-78,233
| -3% | -$6.36M |
|
565
Invesco Senior Loan ETF
BKLN
$6.87B
| $204M | 0.03% |
10,105,628
-9,540,071
| -49% | -$193M |
|
566
NIO
NIO
$12.8B
| $204M | 0.03% |
12,926,560
-1,288,873
| -9% | -$20.3M |
|
567
Royal Bank of Canada
RY
$203B
| $203M | 0.03% |
2,258,483
+98,934
| +5% | +$8.91M |
|
568
Seagate
STX
$41.1B
| $203M | 0.03% |
3,813,970
-127,950
| -3% | -$6.81M |
|
569
Kellanova
K
$27.5B
| $202M | 0.03% |
3,084,279
-131,651
| -4% | -$8.61M |
|
570
Alliance Resource Partners
ARLP
$2.92B
| $202M | 0.03% |
8,805,348
-1,311,978
| -13% | -$30M |
|
571
Conagra Brands
CAG
$9.27B
| $202M | 0.03% |
6,175,941
+206,815
| +3% | +$6.75M |
|
572
ResMed
RMD
$39.6B
| $201M | 0.03% |
920,118
-28,588
| -3% | -$6.24M |
|
573
Healthpeak Properties
DOC
$12.5B
| $201M | 0.03% |
8,761,452
-351,583
| -4% | -$8.06M |
|
574
Brown & Brown
BRO
$30.5B
| $200M | 0.03% |
3,305,125
+801,523
| +32% | +$48.5M |
|
575
Cameco
CCJ
$34.6B
| $199M | 0.03% |
7,517,512
+309,889
| +4% | +$8.22M |
|