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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Sonos
SONO
$1.79B
| $139M | 0.02% |
4,912,327
+778,767
| +19% | +$22M |
|
677
Alnylam Pharmaceuticals
ALNY
$61.8B
| $139M | 0.02% |
848,657
-217,032
| -20% | -$35.4M |
|
|
SPLK
678
DELISTED
Splunk Inc
SPLK
| $138M | 0.02% |
930,616
-123,858
| -12% | -$18.4M |
|
679
Cognizant
CTSH
$33.9B
| $138M | 0.02% |
1,538,511
+22,298
| +1% | +$2M |
|
680
Verisk Analytics
VRSK
$36.8B
| $138M | 0.02% |
642,438
-445,661
| -41% | -$95.7M |
|
681
Generac Holdings
GNRC
$10.8B
| $137M | 0.02% |
462,519
+2,205
| +0.5% | +$655K |
|
682
Arthur J. Gallagher & Co
AJG
$75.6B
| $137M | 0.02% |
785,145
-82,336
| -9% | -$14.4M |
|
683
First Trust Cloud Computing ETF
SKYY
$3.25B
| $137M | 0.02% |
1,513,634
-298,565
| -16% | -$27M |
|
684
Xcel Energy
XEL
$42.6B
| $137M | 0.02% |
1,897,736
-57,085
| -3% | -$4.12M |
|
685
Hologic
HOLX
$14.6B
| $137M | 0.02% |
1,777,097
+22,360
| +1% | +$1.72M |
|
686
Duolingo
DUOL
$12.8B
| $136M | 0.02% |
1,434,105
+133,653
| +10% | +$12.7M |
|
|
XM
687
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $136M | 0.02% |
4,772,911
+2,139,276
| +81% | +$61.1M |
|
688
First Trust Technology AlphaDEX Fund
FXL
$1.41B
| $136M | 0.02% |
1,172,915
-330,951
| -22% | -$38.4M |
|
|
DJCB
689
DELISTED
ETRACS Bloomberg Commodity Index Total Return ETN Series B due October 31, 2039
DJCB
| $136M | 0.02% |
5,703,328
+142,870
| +3% | +$3.4M |
|
690
John Hancock Multifactor Mid Cap ETF
JHMM
$4.39B
| $135M | 0.02% |
2,575,704
-52,676
| -2% | -$2.77M |
|
691
Pinterest
PINS
$23.9B
| $135M | 0.02% |
5,489,964
-24,281,530
| -82% | -$598M |
|
692
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $135M | 0.02% |
4,126,055
+352,827
| +9% | +$11.5M |
|
|
SBNY
693
DELISTED
Signature Bank
SBNY
| $135M | 0.02% |
458,611
+39,908
| +10% | +$11.7M |
|
694
Caesars Entertainment
CZR
$5.42B
| $134M | 0.02% |
1,732,394
-6,738
| -0.4% | -$521K |
|
695
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $134M | 0.02% |
1,851,847
+72,133
| +4% | +$5.21M |
|
696
First Trust US Equity Opportunities ETF
FPX
$1.08B
| $134M | 0.02% |
1,225,128
-299,783
| -20% | -$32.7M |
|
697
Teck Resources
TECK
$19.6B
| $134M | 0.02% |
3,307,485
+1,296,532
| +64% | +$52.4M |
|
|
TXNM
698
TXNM Energy, Inc.
TXNM
$6B
| $133M | 0.02% |
2,800,298
+1,039,164
| +59% | +$49.5M |
|
699
VICI Properties
VICI
$35.4B
| $133M | 0.02% |
4,690,345
-11,452,416
| -71% | -$326M |
|
700
KT
KT
$9.47B
| $133M | 0.02% |
9,256,779
+3,992,454
| +76% | +$57.3M |
|