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 |
XYZ
Block, Inc.
XYZ
|
+$2.09B |
| 2 |
Procter & Gamble
PG
|
+$1.04B |
| 3 |
Zoom
ZM
|
+$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$693M |
| 5 |
Datadog
DDOG
|
+$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.34B |
| 2 |
ServiceNow
NOW
|
+$1B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$847M |
| 4 |
Apple
AAPL
|
+$846M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$791M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
iShares US Healthcare ETF
IYH
$2.79B
| $76.2M | 0.02% |
1,765,965
+74,750
| +4% | +$3.22M |
|
652
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $76M | 0.02% |
1,387,108
+75,140
| +6% | +$4.11M |
|
|
LOGM
653
DELISTED
LogMein, Inc.
LOGM
| $75.5M | 0.02% |
890,720
+696,585
| +359% | +$59M |
|
654
Zimmer Biomet
ZBH
$20.7B
| $74.8M | 0.02% |
645,697
+30,171
| +5% | +$3.5M |
|
|
HPP
655
Hudson Pacific Properties
HPP
$1.12B
| $74.7M | 0.02% |
2,970,597
-217,817
| -7% | -$5.48M |
|
|
CTXS
656
DELISTED
Citrix Systems Inc
CTXS
| $74.7M | 0.02% |
505,288
+219,630
| +77% | +$32.5M |
|
657
Public Service Enterprise Group
PEG
$40.9B
| $74.4M | 0.02% |
1,513,748
-35,439
| -2% | -$1.74M |
|
658
iShares Europe ETF
IEV
$2.35B
| $74.3M | 0.02% |
1,838,139
-602,825
| -25% | -$24.4M |
|
659
Vanguard Consumer Staples ETF
VDC
$7.64B
| $74.2M | 0.02% |
496,092
-39,231
| -7% | -$5.87M |
|
660
Teladoc Health
TDOC
$1.37B
| $74.2M | 0.02% |
388,617
+37,986
| +11% | +$7.25M |
|
661
iShares MSCI Taiwan ETF
EWT
$6.51B
| $74.1M | 0.02% |
1,841,861
+62,637
| +4% | +$2.52M |
|
662
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $73.9M | 0.02% |
1,435,027
-326,137
| -19% | -$16.8M |
|
|
BSCM
663
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $73.6M | 0.02% |
3,371,373
+250,849
| +8% | +$5.47M |
|
664
Edison International
EIX
$21.6B
| $73.5M | 0.02% |
1,352,738
+153,389
| +13% | +$8.33M |
|
665
Knight Transportation
KNX
$6.97B
| $73.5M | 0.02% |
1,761,373
+351,581
| +25% | +$14.7M |
|
666
Johnson Controls International
JCI
$70.6B
| $73.4M | 0.02% |
2,149,282
-141,299
| -6% | -$4.82M |
|
|
QTS
667
DELISTED
QTS REALTY TRUST, INC.
QTS
| $73M | 0.02% |
1,139,258
-211,452
| -16% | -$13.6M |
|
668
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.88B
| $72.8M | 0.02% |
1,382,953
-40,906
| -3% | -$2.15M |
|
669
Suncor Energy
SU
$51B
| $72.7M | 0.02% |
4,312,308
+1,829,930
| +74% | +$30.9M |
|
670
Western Digital
WDC
$33.4B
| $72.7M | 0.02% |
2,178,706
+396,318
| +22% | +$13.2M |
|
671
KT
KT
$9.67B
| $72.5M | 0.02% |
7,446,158
+830,836
| +13% | +$8.09M |
|
672
KKR & Co
KKR
$129B
| $72.3M | 0.02% |
2,342,610
+120,450
| +5% | +$3.72M |
|
|
RDFN
673
DELISTED
Redfin
RDFN
| $72.3M | 0.02% |
1,724,316
+441,223
| +34% | +$18.5M |
|
674
Fresenius Medical Care
FMS
$14.8B
| $72.2M | 0.02% |
1,667,411
+253,773
| +18% | +$11M |
|
675
Toronto Dominion Bank
TD
$131B
| $72M | 0.02% |
1,612,980
-171,779
| -10% | -$7.66M |
|