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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.02B
| $341M | 0.02% |
2,257,052
+743,315
|
|
||
677
Nordson
NDSN
$13.3B
| $338M | 0.02% |
1,489,667
-6,560
|
|
||
678
ING
ING
$79.2B
| $337M | 0.02% |
12,922,312
+4,632,987
|
|
||
679
iShares MSCI EAFE Growth ETF
EFG
$9.44B
| $334M | 0.02% |
2,934,678
-1,213,205
|
|
||
680
Thomson Reuters
TRI
$58.9B
| $332M | 0.02% |
2,136,569
+1,064,358
|
|
||
681
Alnylam Pharmaceuticals
ALNY
$52.3B
| $331M | 0.02% |
726,061
-44,907
|
|
||
682
Teradyne
TER
$30.6B
| $330M | 0.02% |
2,396,925
-1,424,865
|
|
||
683
BP
BP
$89.6B
| $329M | 0.02% |
9,552,219
-827,411
|
|
||
684
Invesco Aerospace & Defense ETF
PPA
$6.67B
| $329M | 0.02% |
2,115,584
+59,914
|
|
||
685
CF Industries
CF
$12.2B
| $328M | 0.02% |
3,661,566
+317,745
|
|
||
686
Putnam Focused Large Cap Value ETF
PVAL
$6.3B
| $327M | 0.02% |
7,660,357
+2,289,259
|
|
||
687
HEICO Corp
HEI
$43.3B
| $327M | 0.02% |
1,013,305
+137,153
|
|
||
688
Graco
GGG
$14B
| $327M | 0.02% |
3,850,087
+151,176
|
|
||
689
Canadian Pacific Kansas City
CP
$67.2B
| $324M | 0.02% |
4,348,539
-2,645,594
|
|
||
|
EXE
690
Expand Energy Corp
EXE
$26.1B
| $323M | 0.02% |
3,044,796
+85,048
|
|
||
691
Dow Inc
DOW
$16.6B
| $322M | 0.02% |
14,042,128
-289,990
|
|
||
692
argenx
ARGX
$52.1B
| $321M | 0.02% |
435,106
+5,815
|
|
||
693
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.81B
| $320M | 0.02% |
16,561,025
+1,116,334
|
|
||
694
MakeMyTrip
MMYT
$8B
| $320M | 0.02% |
3,418,581
+847,595
|
|
||
695
Manulife Financial
MFC
$60.1B
| $319M | 0.02% |
10,246,660
-4,729,109
|
|
||
696
CyberArk
CYBR
$22.8B
| $317M | 0.02% |
657,127
+115,007
|
|
||
697
Kenvue
KVUE
$33B
| $316M | 0.02% |
19,495,414
+332,458
|
|
||
698
UBS Group
UBS
$134B
| $316M | 0.02% |
7,713,775
+11,612
|
|
||
699
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
| $316M | 0.02% |
3,526,998
-984,972
|
|
||
700
Biogen
BIIB
$25.6B
| $315M | 0.02% |
2,251,535
+295,325
|
|