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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
KraneShares CSI China Internet ETF
KWEB
$8.86B
| $295M | 0.02% |
8,677,060
+1,865,331
| +27% | +$63.5M |
|
652
Genuine Parts
GPC
$19.4B
| $295M | 0.02% |
2,111,317
-4,000
| -0.2% | -$559K |
|
653
Atmos Energy
ATO
$26.5B
| $295M | 0.02% |
2,125,112
+90,407
| +4% | +$12.5M |
|
654
Ventas
VTR
$31.6B
| $295M | 0.02% |
4,594,294
+203,820
| +5% | +$13.1M |
|
655
Western Digital
WDC
$33.2B
| $293M | 0.02% |
5,684,989
-7,383,674
| -56% | -$381M |
|
656
EastGroup Properties
EGP
$8.78B
| $293M | 0.02% |
1,568,881
-30,186
| -2% | -$5.64M |
|
657
Watsco
WSO
$16.4B
| $292M | 0.02% |
593,734
-28,299
| -5% | -$13.9M |
|
658
Capital Group Dividend Value ETF
CGDV
$21.6B
| $292M | 0.02% |
8,013,417
+4,198,365
| +110% | +$153M |
|
659
West Pharmaceutical
WST
$18.2B
| $292M | 0.02% |
971,485
+301,449
| +45% | +$90.5M |
|
660
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $290M | 0.02% |
1,429,968
-760
| -0.1% | -$154K |
|
661
Ares Capital
ARCC
$15.8B
| $290M | 0.02% |
13,829,893
-2,180,864
| -14% | -$45.7M |
|
662
Hasbro
HAS
$10.9B
| $289M | 0.02% |
3,996,392
-1,723,052
| -30% | -$125M |
|
663
Darden Restaurants
DRI
$24.6B
| $288M | 0.02% |
1,757,074
-51,414
| -3% | -$8.44M |
|
664
HSBC
HSBC
$235B
| $288M | 0.02% |
6,374,459
-76,070
| -1% | -$3.44M |
|
665
MPLX
MPLX
$51.6B
| $287M | 0.02% |
6,456,956
-590,953
| -8% | -$26.3M |
|
666
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.96B
| $287M | 0.02% |
1,353,944
-89,331
| -6% | -$18.9M |
|
667
Blue Owl Capital
OWL
$11.8B
| $287M | 0.02% |
14,806,682
+6,597,087
| +80% | +$128M |
|
668
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $286M | 0.02% |
15,004,907
+3,368,801
| +29% | +$64.2M |
|
669
NetApp
NTAP
$24.8B
| $285M | 0.02% |
2,310,621
-775,323
| -25% | -$95.8M |
|
670
Futu Holdings
FUTU
$25.9B
| $283M | 0.02% |
2,956,793
-745,041
| -20% | -$71.3M |
|
671
Insight Enterprises
NSIT
$3.93B
| $282M | 0.02% |
1,309,206
+481,949
| +58% | +$104M |
|
672
Insulet
PODD
$23.7B
| $281M | 0.02% |
1,209,220
-62,233
| -5% | -$14.5M |
|
673
Avantis Emerging Markets Equity ETF
AVEM
$12.6B
| $281M | 0.02% |
4,355,970
+1,258,055
| +41% | +$81.3M |
|
674
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.51B
| $281M | 0.02% |
20,930,746
-3,937,646
| -16% | -$52.9M |
|
675
iShares US Aerospace & Defense ETF
ITA
$9.21B
| $280M | 0.02% |
1,868,474
+55,231
| +3% | +$8.26M |
|