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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
iShares MSCI Mexico ETF
EWW
$1.86B
| $122M | 0.02% |
2,784,590
-2,034,934
| -42% | -$89.2M |
|
677
Tyson Foods
TSN
$19.7B
| $122M | 0.02% |
1,636,071
+68,319
| +4% | +$5.08M |
|
678
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $121M | 0.02% |
2,333,734
+112,570
| +5% | +$5.83M |
|
679
Upwork
UPWK
$2.11B
| $121M | 0.02% |
2,695,454
+1,620,910
| +151% | +$72.6M |
|
680
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $120M | 0.02% |
1,471,647
+13,704
| +0.9% | +$1.12M |
|
681
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
| $120M | 0.02% |
1,279,145
+204,886
| +19% | +$19.2M |
|
|
SRNGU
682
DELISTED
Soaring Eagle Acquisition Corp. Unit
SRNGU
| $120M | 0.02% |
+11,819,088
| New | +$120M |
|
683
BCE
BCE
$22.5B
| $119M | 0.02% |
2,643,544
+1,274,176
| +93% | +$57.5M |
|
684
iShares US Industrials ETF
IYJ
$1.67B
| $119M | 0.02% |
1,125,727
+90,456
| +9% | +$9.56M |
|
|
JOBS
685
DELISTED
51job, Inc.
JOBS
| $118M | 0.02% |
1,892,478
-208,278
| -10% | -$13M |
|
686
GDS Holdings
GDS
$6.42B
| $118M | 0.02% |
1,449,401
+830,448
| +134% | +$67.3M |
|
687
Infosys
INFY
$70.4B
| $117M | 0.02% |
6,268,207
-5,568,740
| -47% | -$104M |
|
688
VictoryShares US 500 Volatility Wtd ETF
CFA
$531M
| $117M | 0.02% |
1,745,475
-251,645
| -13% | -$16.9M |
|
689
Cadence Design Systems
CDNS
$92.2B
| $117M | 0.02% |
854,849
+82,972
| +11% | +$11.4M |
|
690
PACCAR
PCAR
$51.8B
| $116M | 0.02% |
1,868,139
+873,616
| +88% | +$54.1M |
|
691
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
| $116M | 0.02% |
1,444,138
+33,193
| +2% | +$2.66M |
|
692
iShares California Muni Bond ETF
CMF
$3.38B
| $116M | 0.02% |
1,861,590
+94,347
| +5% | +$5.86M |
|
693
Public Service Enterprise Group
PEG
$40.8B
| $116M | 0.02% |
1,919,825
-249,860
| -12% | -$15M |
|
694
iShares Russell Top 200 Growth ETF
IWY
$15.2B
| $115M | 0.02% |
853,721
-85,801
| -9% | -$11.5M |
|
695
Lennar Class A
LEN
$35.4B
| $114M | 0.02% |
1,166,838
-573,193
| -33% | -$56.2M |
|
696
PENN Entertainment
PENN
$2.93B
| $114M | 0.02% |
1,085,963
-159,097
| -13% | -$16.7M |
|
697
Light & Wonder
LNW
$7.43B
| $114M | 0.02% |
2,955,579
+82,069
| +3% | +$3.16M |
|
698
Cardlytics
CDLX
$49.8M
| $113M | 0.02% |
1,034,055
+211,201
| +26% | +$23.2M |
|
699
Canadian Imperial Bank of Commerce
CM
$73.3B
| $113M | 0.02% |
2,313,748
+1,363,588
| +144% | +$66.7M |
|
700
Nutrien
NTR
$27.9B
| $113M | 0.02% |
2,098,812
+324,419
| +18% | +$17.5M |
|