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
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Cognizant
CTSH
$34.6B
| $223M | 0.02% |
3,653,266
-387,652
| -10% | -$23.6M |
|
652
Reinsurance Group of America
RGA
$12.6B
| $222M | 0.02% |
1,675,569
+745,418
| +80% | +$99M |
|
653
Service Corp International
SCI
$11.1B
| $221M | 0.02% |
3,215,221
-243,613
| -7% | -$16.8M |
|
654
Hartford Financial Services
HIG
$36.8B
| $221M | 0.02% |
3,169,699
-97,655
| -3% | -$6.81M |
|
655
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $219M | 0.02% |
4,849,634
-1,053,550
| -18% | -$47.7M |
|
656
First Trust Health Care AlphaDEX Fund
FXH
$936M
| $219M | 0.02% |
2,039,843
-70,555
| -3% | -$7.59M |
|
657
Pinterest
PINS
$24.8B
| $219M | 0.02% |
8,023,548
-2,685,623
| -25% | -$73.2M |
|
658
Targa Resources
TRGP
$34.7B
| $218M | 0.02% |
2,990,021
-104,613
| -3% | -$7.63M |
|
659
Toyota
TM
$262B
| $218M | 0.02% |
1,538,989
+65,337
| +4% | +$9.26M |
|
660
First Solar
FSLR
$21.8B
| $218M | 0.02% |
1,002,458
+186,620
| +23% | +$40.6M |
|
661
Gaming and Leisure Properties
GLPI
$13.6B
| $217M | 0.02% |
4,177,750
+118,682
| +3% | +$6.18M |
|
662
iShares MSCI India ETF
INDA
$9.3B
| $217M | 0.02% |
5,513,708
-104,864
| -2% | -$4.13M |
|
663
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $217M | 0.02% |
4,284,336
+990,697
| +30% | +$50.1M |
|
664
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $216M | 0.02% |
2,502,572
+307,853
| +14% | +$26.6M |
|
665
Manhattan Associates
MANH
$13B
| $216M | 0.02% |
1,392,659
+30,713
| +2% | +$4.76M |
|
666
Principal Financial Group
PFG
$17.8B
| $215M | 0.02% |
2,893,864
-1,620,260
| -36% | -$120M |
|
667
WIX.com
WIX
$9.3B
| $214M | 0.02% |
2,146,989
-53,744
| -2% | -$5.36M |
|
668
Performance Food Group
PFGC
$16.3B
| $214M | 0.02% |
3,546,307
-1,375,405
| -28% | -$83M |
|
669
iShares US Medical Devices ETF
IHI
$4.35B
| $214M | 0.02% |
3,958,528
+42,657
| +1% | +$2.3M |
|
670
Expeditors International
EXPD
$16.4B
| $213M | 0.02% |
1,938,021
-83,624
| -4% | -$9.21M |
|
671
iShares US Aerospace & Defense ETF
ITA
$9.21B
| $213M | 0.02% |
1,851,830
+257,172
| +16% | +$29.6M |
|
672
iShares MSCI ACWI ex US ETF
ACWX
$6.72B
| $213M | 0.02% |
4,368,455
+626,533
| +17% | +$30.6M |
|
673
Vulcan Materials
VMC
$38.6B
| $213M | 0.02% |
1,239,831
-42,363
| -3% | -$7.27M |
|
674
Acuity Brands
AYI
$10.1B
| $213M | 0.02% |
1,163,926
-33,795
| -3% | -$6.18M |
|
675
Atmos Energy
ATO
$26.3B
| $211M | 0.02% |
1,882,160
-54,116
| -3% | -$6.08M |
|