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 | |
|---|---|---|---|---|---|---|
626
Vulcan Materials
VMC
$38.9B
| $176M | 0.02% |
1,115,567
-49,510
| -4% | -$7.81M |
|
627
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $175M | 0.02% |
2,937,762
+240,152
| +9% | +$14.3M |
|
628
SPDR Gold MiniShares Trust
GLDM
$19.9B
| $175M | 0.02% |
5,307,142
+2,391,397
| +82% | +$78.9M |
|
629
Lincoln National
LNC
$7.88B
| $175M | 0.02% |
3,982,238
+62,642
| +2% | +$2.75M |
|
630
DTE Energy
DTE
$28.2B
| $175M | 0.02% |
1,518,058
+90,432
| +6% | +$10.4M |
|
631
iShares US Medical Devices ETF
IHI
$4.24B
| $173M | 0.02% |
3,669,965
-755,151
| -17% | -$35.6M |
|
632
Carvana
CVNA
$50.4B
| $173M | 0.02% |
8,528,462
+3,325,702
| +64% | +$67.5M |
|
633
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.97B
| $173M | 0.02% |
5,158,579
+172,896
| +3% | +$5.79M |
|
634
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
| $172M | 0.02% |
23,784,444
+373,133
| +2% | +$2.71M |
|
635
International Paper
IP
$24.5B
| $172M | 0.02% |
5,425,949
-309,716
| -5% | -$9.82M |
|
636
CBRE Group
CBRE
$48.4B
| $171M | 0.02% |
2,534,145
-32,073
| -1% | -$2.17M |
|
637
NRG Energy
NRG
$31.2B
| $171M | 0.02% |
4,460,830
+19,007
| +0.4% | +$727K |
|
638
Gaming and Leisure Properties
GLPI
$13.6B
| $170M | 0.02% |
3,848,735
+369,150
| +11% | +$16.3M |
|
639
Ginkgo Bioworks
DNA
$609M
| $169M | 0.02% |
1,356,100
+375,774
| +38% | +$46.9M |
|
640
BCE
BCE
$22.5B
| $169M | 0.02% |
4,029,658
+160,772
| +4% | +$6.74M |
|
641
Pacer Trendpilot US Large Cap ETF
PTLC
$3.39B
| $169M | 0.02% |
4,486,787
+400,414
| +10% | +$15.1M |
|
642
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
| $169M | 0.02% |
2,725,058
+91,879
| +3% | +$5.7M |
|
643
Bunge Global
BG
$16.5B
| $169M | 0.02% |
2,044,600
+408,513
| +25% | +$33.7M |
|
644
iShares MSCI ACWI ex US ETF
ACWX
$6.73B
| $168M | 0.02% |
4,196,899
+77,549
| +2% | +$3.1M |
|
645
Keurig Dr Pepper
KDP
$37.3B
| $168M | 0.02% |
4,684,844
+107,380
| +2% | +$3.85M |
|
|
COUP
646
DELISTED
Coupa Software Incorporated
COUP
| $167M | 0.02% |
2,845,527
-67,012
| -2% | -$3.94M |
|
647
ProShares Short QQQ
PSQ
$542M
| $167M | 0.02% |
2,238,750
+1,071,612
| +92% | +$79.9M |
|
648
UDR
UDR
$12.7B
| $167M | 0.02% |
4,000,096
-2,615,080
| -40% | -$109M |
|
649
iShares International Select Dividend ETF
IDV
$5.83B
| $167M | 0.02% |
7,404,925
-392,700
| -5% | -$8.85M |
|
650
Steel Dynamics
STLD
$19.5B
| $167M | 0.02% |
2,349,677
-228,174
| -9% | -$16.2M |
|