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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
iShares S&P Small-Cap 600 Value ETF
IJS
$6.71B
| $355M | 0.02% |
3,564,530
+106,641
| +3% | +$10.6M |
|
627
Jabil
JBL
$23.1B
| $354M | 0.02% |
1,624,341
+93,377
| +6% | +$20.4M |
|
628
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $354M | 0.02% |
3,480,688
+676,570
| +24% | +$68.7M |
|
629
iShares US Aerospace & Defense ETF
ITA
$9.35B
| $347M | 0.02% |
1,838,023
+48,875
| +3% | +$9.22M |
|
630
Huntington Bancshares
HBAN
$25.8B
| $347M | 0.02% |
20,675,748
-770,939
| -4% | -$12.9M |
|
|
EXE
631
Expand Energy Corporation Common Stock
EXE
$22.8B
| $346M | 0.02% |
2,959,748
+869,761
| +42% | +$102M |
|
632
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $345M | 0.02% |
6,624,238
-517,599
| -7% | -$27M |
|
633
Raymond James Financial
RJF
$34B
| $345M | 0.02% |
2,248,739
-127,868
| -5% | -$19.6M |
|
634
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.32B
| $344M | 0.02% |
4,225,220
+60,168
| +1% | +$4.9M |
|
635
Teradyne
TER
$18.3B
| $344M | 0.02% |
3,821,790
+1,593,805
| +72% | +$143M |
|
636
Cameco
CCJ
$35.1B
| $343M | 0.02% |
4,622,171
-1,300,707
| -22% | -$96.6M |
|
637
Teleflex
TFX
$5.83B
| $341M | 0.02% |
2,881,639
-667,134
| -19% | -$79M |
|
638
iShare MSCI Eurozone ETF
EZU
$7.96B
| $339M | 0.02% |
5,699,924
+2,286,565
| +67% | +$136M |
|
639
Bio-Techne
TECH
$8.22B
| $338M | 0.02% |
6,578,943
+859,403
| +15% | +$44.2M |
|
640
Canadian Natural Resources
CNQ
$64.5B
| $338M | 0.02% |
10,776,512
-3,788,503
| -26% | -$119M |
|
641
Global E Online
GLBE
$6.28B
| $338M | 0.02% |
10,063,556
-8,157,511
| -45% | -$274M |
|
642
BJs Wholesale Club
BJ
$12.9B
| $336M | 0.02% |
3,111,449
-489,736
| -14% | -$52.8M |
|
643
Celestica
CLS
$28.3B
| $331M | 0.02% |
2,118,193
-902,339
| -30% | -$141M |
|
644
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
| $330M | 0.02% |
2,619,495
-332,093
| -11% | -$41.8M |
|
645
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.8B
| $328M | 0.02% |
7,839,026
+363,350
| +5% | +$15.2M |
|
646
Full Truck Alliance
YMM
$14.4B
| $327M | 0.02% |
27,700,960
+829,680
| +3% | +$9.8M |
|
647
Ventas
VTR
$31.5B
| $327M | 0.02% |
5,178,259
+251,911
| +5% | +$15.9M |
|
648
West Pharmaceutical
WST
$18.8B
| $325M | 0.02% |
1,485,097
+199,751
| +16% | +$43.7M |
|
649
RELX
RELX
$84.3B
| $325M | 0.02% |
5,974,345
-120,048
| -2% | -$6.52M |
|
650
Clorox
CLX
$15.2B
| $324M | 0.02% |
2,702,191
+45,465
| +2% | +$5.46M |
|