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
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $157M | 0.02% |
3,264,511
+284,053
| +10% | +$13.6M |
|
677
Twilio
TWLO
$16B
| $157M | 0.02% |
2,268,653
+54,712
| +2% | +$3.78M |
|
678
Martin Marietta Materials
MLM
$37.2B
| $157M | 0.02% |
486,774
-93,047
| -16% | -$30M |
|
679
C.H. Robinson
CHRW
$15.1B
| $156M | 0.02% |
1,622,303
-173,613
| -10% | -$16.7M |
|
680
iShares Core MSCI Europe ETF
IEUR
$6.87B
| $156M | 0.02% |
3,943,578
+323,075
| +9% | +$12.8M |
|
681
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $155M | 0.02% |
1,548,213
+875,473
| +130% | +$87.8M |
|
682
Nexstar Media Group
NXST
$5.98B
| $155M | 0.02% |
929,899
+11,334
| +1% | +$1.89M |
|
683
Marvell Technology
MRVL
$57.8B
| $154M | 0.02% |
3,598,668
-940,074
| -21% | -$40.3M |
|
684
West Pharmaceutical
WST
$18.4B
| $154M | 0.02% |
627,350
-13,301
| -2% | -$3.27M |
|
685
Unum
UNM
$12.6B
| $153M | 0.02% |
3,951,925
+115,762
| +3% | +$4.49M |
|
686
Invesco Large Cap Value ETF
PWV
$1.4B
| $153M | 0.02% |
3,676,515
+196,814
| +6% | +$8.2M |
|
687
Hewlett Packard
HPE
$32.2B
| $153M | 0.02% |
12,778,020
+898,552
| +8% | +$10.8M |
|
|
DCP
688
DELISTED
DCP Midstream, LP
DCP
| $153M | 0.02% |
4,068,290
+2,211,859
| +119% | +$83.1M |
|
689
Light & Wonder
LNW
$7.43B
| $153M | 0.02% |
3,561,365
-25,557
| -0.7% | -$1.1M |
|
|
ANSS
690
DELISTED
Ansys
ANSS
| $152M | 0.02% |
686,701
+73,518
| +12% | +$16.3M |
|
691
Vanguard Consumer Staples ETF
VDC
$7.56B
| $152M | 0.02% |
881,917
+178,014
| +25% | +$30.6M |
|
692
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.3B
| $151M | 0.02% |
5,584,054
-2,056,288
| -27% | -$55.7M |
|
693
Take-Two Interactive
TTWO
$45B
| $151M | 0.02% |
1,386,206
+92,212
| +7% | +$10.1M |
|
694
Akamai
AKAM
$11B
| $151M | 0.02% |
1,881,191
-102,451
| -5% | -$8.23M |
|
695
Hilton Worldwide
HLT
$64.2B
| $151M | 0.02% |
1,248,490
-212,588
| -15% | -$25.6M |
|
696
HF Sinclair
DINO
$9.57B
| $150M | 0.02% |
2,780,971
+87,193
| +3% | +$4.69M |
|
697
FMC
FMC
$4.61B
| $150M | 0.02% |
1,415,202
-95,644
| -6% | -$10.1M |
|
698
Howmet Aerospace
HWM
$74.1B
| $149M | 0.02% |
4,823,799
+54,226
| +1% | +$1.68M |
|
699
Invesco S&P 500 GARP ETF
SPGP
$2.72B
| $149M | 0.02% |
1,987,323
+1,050,621
| +112% | +$78.6M |
|
700
Atlassian
TEAM
$45.7B
| $149M | 0.02% |
705,644
+21,562
| +3% | +$4.54M |
|