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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $180M | 0.02% |
1,888,172
+28,673
| +2% | +$2.74M |
|
577
Cheniere Energy
LNG
$52.1B
| $180M | 0.02% |
2,073,540
+736,577
| +55% | +$63.9M |
|
578
BlackRock Health Sciences Trust II
BMEZ
$903M
| $180M | 0.02% |
6,218,886
+429,750
| +7% | +$12.4M |
|
579
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $179M | 0.02% |
3,868,595
+1,444,582
| +60% | +$66.9M |
|
580
Enbridge
ENB
$106B
| $178M | 0.02% |
4,452,000
-101,344
| -2% | -$4.06M |
|
581
GDS Holdings
GDS
$6.42B
| $178M | 0.02% |
2,267,795
+818,394
| +56% | +$64.2M |
|
582
Global X US Infrastructure Development ETF
PAVE
$9.36B
| $178M | 0.02% |
6,909,243
+1,848,260
| +37% | +$47.6M |
|
583
American International
AIG
$43.2B
| $177M | 0.02% |
3,714,724
+83,432
| +2% | +$3.97M |
|
584
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $177M | 0.02% |
3,649,670
-3,284
| -0.1% | -$159K |
|
585
Enphase Energy
ENPH
$4.85B
| $177M | 0.02% |
961,462
+47,109
| +5% | +$8.65M |
|
586
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $176M | 0.02% |
5,729,370
-906,035
| -14% | -$27.8M |
|
587
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$232M
| $176M | 0.02% |
3,672,421
+509,899
| +16% | +$24.4M |
|
588
Advance Auto Parts
AAP
$3.55B
| $176M | 0.02% |
856,353
-5,398
| -0.6% | -$1.11M |
|
589
Eastman Chemical
EMN
$7.47B
| $175M | 0.02% |
1,503,041
+66,275
| +5% | +$7.74M |
|
590
Healthpeak Properties
DOC
$12.5B
| $175M | 0.02% |
5,265,736
+635,651
| +14% | +$21.2M |
|
591
Upstart Holdings
UPST
$6.01B
| $175M | 0.02% |
1,400,657
-1,130,067
| -45% | -$141M |
|
592
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $175M | 0.02% |
12,421,861
+482,892
| +4% | +$6.79M |
|
593
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.3B
| $174M | 0.02% |
4,301,843
+1,048,214
| +32% | +$42.5M |
|
594
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $174M | 0.02% |
3,984,025
+240,350
| +6% | +$10.5M |
|
595
Planet Fitness
PLNT
$8.52B
| $173M | 0.02% |
2,301,633
+60,746
| +3% | +$4.57M |
|
596
Coinbase
COIN
$81B
| $173M | 0.02% |
+682,926
| New | +$173M |
|
597
Keysight
KEYS
$29.3B
| $172M | 0.02% |
1,114,110
+708,404
| +175% | +$109M |
|
598
iShares Global Clean Energy ETF
ICLN
$1.58B
| $172M | 0.02% |
7,318,564
+752,683
| +11% | +$17.7M |
|
599
Lumen
LUMN
$6.3B
| $172M | 0.02% |
12,626,749
+6,048,140
| +92% | +$82.2M |
|
600
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$377M
| $171M | 0.02% |
6,207,147
+2,789,189
| +82% | +$77M |
|