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 | |
|---|---|---|---|---|---|---|
651
Raymond James Financial
RJF
$33.9B
| $167M | 0.02% |
1,686,945
+112,335
| +7% | +$11.1M |
|
652
CDW
CDW
$21.7B
| $165M | 0.02% |
1,058,432
+129,082
| +14% | +$20.1M |
|
653
PPL Corp
PPL
$26.5B
| $165M | 0.02% |
6,511,715
-445,198
| -6% | -$11.3M |
|
654
Floor & Decor
FND
$9.51B
| $165M | 0.02% |
2,345,009
+1,682,915
| +254% | +$118M |
|
655
KKR & Co
KKR
$129B
| $165M | 0.02% |
3,830,163
+30,420
| +0.8% | +$1.31M |
|
656
Quanta Services
PWR
$59.5B
| $164M | 0.02% |
1,290,725
-42,524
| -3% | -$5.42M |
|
657
Baidu
BIDU
$37.9B
| $164M | 0.02% |
1,398,414
-217,712
| -13% | -$25.6M |
|
658
VeriSign
VRSN
$26.8B
| $164M | 0.02% |
944,103
+28,681
| +3% | +$4.98M |
|
659
ARK Genomic Revolution ETF
ARKG
$1.07B
| $164M | 0.02% |
4,977,850
+1,543,773
| +45% | +$50.7M |
|
660
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $163M | 0.02% |
4,177,309
+146,758
| +4% | +$5.74M |
|
661
Best Buy
BBY
$16.4B
| $163M | 0.02% |
2,576,655
+97,668
| +4% | +$6.19M |
|
662
Alexandria Real Estate Equities
ARE
$14.5B
| $163M | 0.02% |
1,163,200
+125,155
| +12% | +$17.5M |
|
663
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $163M | 0.02% |
6,796,379
-1,465,581
| -18% | -$35M |
|
664
PIMCO Dynamic Income Fund
PDI
$7.58B
| $162M | 0.02% |
8,381,526
+438,257
| +6% | +$8.49M |
|
665
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $162M | 0.02% |
3,119,674
+151,656
| +5% | +$7.89M |
|
666
KraneShares CSI China Internet ETF
KWEB
$8.95B
| $162M | 0.02% |
6,576,738
-9,229,224
| -58% | -$227M |
|
667
Expeditors International
EXPD
$16.7B
| $161M | 0.02% |
1,828,428
-34,272
| -2% | -$3.03M |
|
668
American Homes 4 Rent
AMH
$12.7B
| $161M | 0.02% |
4,918,507
+2,177,810
| +79% | +$71.5M |
|
669
Synchrony
SYF
$28.1B
| $161M | 0.02% |
5,712,225
-1,407,614
| -20% | -$39.7M |
|
670
Lumen
LUMN
$6.6B
| $161M | 0.02% |
22,091,737
+4,753,259
| +27% | +$34.6M |
|
671
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $161M | 0.02% |
2,907,009
-5,246
| -0.2% | -$290K |
|
672
Gartner
IT
$18B
| $160M | 0.02% |
579,598
-72,991
| -11% | -$20.2M |
|
673
Generac Holdings
GNRC
$11.1B
| $159M | 0.02% |
893,249
+112,479
| +14% | +$20M |
|
674
EQT Corp
EQT
$31.6B
| $158M | 0.02% |
3,884,730
+1,027,245
| +36% | +$41.9M |
|
|
DRE
675
DELISTED
Duke Realty Corp.
DRE
| $158M | 0.02% |
3,267,644
-1,093,338
| -25% | -$52.7M |
|