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 | |
|---|---|---|---|---|---|---|
601
Baker Hughes
BKR
$44.8B
| $165M | 0.02% |
4,543,453
+1,215,795
| +37% | +$44.3M |
|
602
VanEck Oil Services ETF
OIH
$838M
| $165M | 0.02% |
583,855
+125,732
| +27% | +$35.5M |
|
603
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.9B
| $164M | 0.02% |
2,984,814
-222,281
| -7% | -$12.2M |
|
604
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $164M | 0.02% |
2,429,451
+592,972
| +32% | +$40.1M |
|
605
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $164M | 0.02% |
1,643,698
+504,858
| +44% | +$50.5M |
|
606
Amicus Therapeutics
FOLD
$2.43B
| $163M | 0.02% |
17,221,352
+3,580,927
| +26% | +$33.9M |
|
607
BlackRock Science and Technology Term Trust
BSTZ
$1.54B
| $163M | 0.02% |
5,541,594
-51,684
| -0.9% | -$1.52M |
|
608
MP Materials
MP
$11.2B
| $163M | 0.02% |
2,834,320
+414,800
| +17% | +$23.8M |
|
609
Telus
TU
$25B
| $162M | 0.02% |
6,215,101
+1,868,838
| +43% | +$48.9M |
|
610
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $162M | 0.02% |
2,055,144
+76,862
| +4% | +$6.08M |
|
611
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $162M | 0.02% |
5,574,595
-52,742
| -0.9% | -$1.54M |
|
612
Marvell Technology
MRVL
$57.6B
| $162M | 0.02% |
2,256,918
-1,799,139
| -44% | -$129M |
|
613
Public Service Enterprise Group
PEG
$39.9B
| $161M | 0.02% |
2,305,172
+9,092
| +0.4% | +$636K |
|
614
Agilent Technologies
A
$35.8B
| $161M | 0.02% |
1,219,143
-73,705
| -6% | -$9.75M |
|
615
Sun Communities
SUI
$16.3B
| $161M | 0.02% |
920,021
+110,353
| +14% | +$19.3M |
|
616
Elastic
ESTC
$9.69B
| $161M | 0.02% |
1,810,211
-610,715
| -25% | -$54.3M |
|
617
Allstate
ALL
$52.7B
| $161M | 0.02% |
1,161,500
-266,623
| -19% | -$36.9M |
|
618
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5B
| $161M | 0.02% |
3,435,312
+788,347
| +30% | +$36.9M |
|
619
Brown & Brown
BRO
$30.8B
| $160M | 0.02% |
2,220,072
+656,869
| +42% | +$47.5M |
|
620
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.99B
| $160M | 0.02% |
4,905,563
-1,777,946
| -27% | -$58.1M |
|
621
Align Technology
ALGN
$9.85B
| $159M | 0.02% |
365,410
+104,965
| +40% | +$45.8M |
|
622
AvalonBay Communities
AVB
$27.8B
| $159M | 0.02% |
640,898
+25,632
| +4% | +$6.37M |
|
623
TransDigm Group
TDG
$73.9B
| $159M | 0.02% |
243,883
+12,018
| +5% | +$7.83M |
|
624
WisdomTree US MidCap Dividend Fund
DON
$3.8B
| $159M | 0.02% |
3,574,730
+137,969
| +4% | +$6.13M |
|
625
Cleveland-Cliffs
CLF
$5.35B
| $159M | 0.02% |
4,923,254
-557,414
| -10% | -$18M |
|