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 |
Invesco QQQ Trust
QQQ
|
+$1.12B |
| 2 |
Intuitive Surgical
ISRG
|
+$922M |
| 3 |
Amazon
AMZN
|
+$815M |
| 4 |
Intercontinental Exchange
ICE
|
+$731M |
| 5 |
PARA
Paramount Global Class B
PARA
|
+$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$966M |
| 3 |
Apple
AAPL
|
+$630M |
| 4 |
Shopify
SHOP
|
+$427M |
| 5 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
+$425M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $107M | 0.02% |
2,055,419
+98,800
| +5% | +$5.15M |
|
577
Vanguard International Dividend Appreciation ETF
VIGI
$8.52B
| $106M | 0.02% |
1,478,021
+98,484
| +7% | +$7.09M |
|
578
Otis Worldwide
OTIS
$34.5B
| $105M | 0.02% |
1,687,913
-248,650
| -13% | -$15.5M |
|
579
Eversource Energy
ES
$23.6B
| $104M | 0.02% |
1,245,649
-1,180
| -0.1% | -$98.6K |
|
580
iShares US Aerospace & Defense ETF
ITA
$9.22B
| $104M | 0.02% |
1,312,850
+22,966
| +2% | +$1.82M |
|
581
eBay
EBAY
$42.2B
| $104M | 0.02% |
1,993,034
+424,556
| +27% | +$22.1M |
|
582
Weyerhaeuser
WY
$18.2B
| $104M | 0.02% |
3,634,890
-208,002
| -5% | -$5.93M |
|
583
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $103M | 0.02% |
2,345,472
-15,767
| -0.7% | -$693K |
|
584
Conagra Brands
CAG
$9.16B
| $103M | 0.02% |
2,877,026
-148,661
| -5% | -$5.31M |
|
585
NIO
NIO
$12.7B
| $102M | 0.02% |
4,800,079
-4,156,185
| -46% | -$88.2M |
|
586
WisdomTree Japan Hedged Equity Fund
DXJ
$3.83B
| $101M | 0.02% |
2,058,414
-105,294
| -5% | -$5.16M |
|
587
Vodafone
VOD
$28.3B
| $100M | 0.02% |
7,466,532
+2,669,074
| +56% | +$35.8M |
|
588
Agilent Technologies
A
$35.7B
| $99.6M | 0.02% |
986,587
+179,293
| +22% | +$18.1M |
|
589
Chegg
CHGG
$173M
| $98.8M | 0.02% |
1,383,661
+219,082
| +19% | +$15.7M |
|
590
FirstEnergy
FE
$24.9B
| $98.6M | 0.02% |
3,435,567
+696,379
| +25% | +$20M |
|
591
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
| $98.4M | 0.02% |
1,824,732
+41,299
| +2% | +$2.23M |
|
592
Nucor
NUE
$32.7B
| $98M | 0.02% |
2,183,585
+525,733
| +32% | +$23.6M |
|
593
WEC Energy
WEC
$35.1B
| $97.9M | 0.02% |
1,010,746
-32,035
| -3% | -$3.1M |
|
594
CrowdStrike
CRWD
$107B
| $97.6M | 0.02% |
710,646
-180,430
| -20% | -$24.8M |
|
|
RDFN
595
DELISTED
Redfin
RDFN
| $97.4M | 0.02% |
1,949,783
+225,467
| +13% | +$11.3M |
|
596
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $97M | 0.02% |
1,376,470
-119,893
| -8% | -$8.45M |
|
597
Republic Services
RSG
$71.6B
| $96.9M | 0.02% |
1,038,165
+1,393
| +0.1% | +$130K |
|
598
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$338M
| $96.8M | 0.02% |
2,274,631
+518,092
| +29% | +$22M |
|
|
NLSN
599
DELISTED
Nielsen Holdings plc
NLSN
| $96.6M | 0.02% |
6,811,151
+4,218,450
| +163% | +$59.8M |
|
600
DraftKings
DKNG
$22.8B
| $96.2M | 0.02% |
1,634,900
+298,308
| +22% | +$17.6M |
|