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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
DocuSign
DOCU
$16B
| $204M | 0.02% |
3,686,685
+1,558,828
| +73% | +$86.4M |
|
677
ProShares Short S&P500
SH
$1.22B
| $204M | 0.02% |
3,182,694
+132,690
| +4% | +$8.51M |
|
678
Entergy
ETR
$39.9B
| $204M | 0.02% |
3,618,736
-29,094
| -0.8% | -$1.64M |
|
679
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $203M | 0.02% |
4,107,888
+1,673,958
| +69% | +$82.9M |
|
680
Pure Storage
PSTG
$26.9B
| $203M | 0.02% |
7,596,004
+2,905,266
| +62% | +$77.7M |
|
681
Ventas
VTR
$31.6B
| $203M | 0.02% |
4,499,776
+907,148
| +25% | +$40.9M |
|
682
Global E Online
GLBE
$6.21B
| $203M | 0.02% |
9,819,329
+2,446,452
| +33% | +$50.5M |
|
683
International Paper
IP
$24.5B
| $202M | 0.02% |
5,839,269
+413,320
| +8% | +$14.3M |
|
684
Cedar Fair
FUN
$2.22B
| $202M | 0.02% |
4,882,432
+324,501
| +7% | +$13.4M |
|
685
KKR & Co
KKR
$130B
| $202M | 0.02% |
4,347,006
+516,843
| +13% | +$24M |
|
686
Toyota
TM
$258B
| $201M | 0.02% |
1,473,652
+84,680
| +6% | +$11.6M |
|
687
UDR
UDR
$12.8B
| $201M | 0.02% |
5,178,608
+1,178,512
| +29% | +$45.6M |
|
688
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $200M | 0.02% |
2,207,709
+969,487
| +78% | +$87.7M |
|
689
Campbell Soup
CPB
$9.97B
| $199M | 0.02% |
3,512,543
+1,408,175
| +67% | +$79.9M |
|
690
Seagate
STX
$42B
| $199M | 0.02% |
3,776,234
-37,736
| -1% | -$1.99M |
|
691
Acuity Brands
AYI
$10.4B
| $198M | 0.02% |
1,197,721
+1,031,432
| +620% | +$171M |
|
692
Fortive
FTV
$16.7B
| $198M | 0.02% |
3,081,523
+46,917
| +2% | +$3.01M |
|
693
Nutrien
NTR
$27.9B
| $198M | 0.02% |
2,707,975
-405,285
| -13% | -$29.6M |
|
694
Waste Connections
WCN
$45.8B
| $198M | 0.02% |
1,490,958
+609,251
| +69% | +$80.8M |
|
695
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $196M | 0.02% |
5,046,160
-847,348
| -14% | -$33M |
|
696
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$710M
| $196M | 0.02% |
6,899,203
+446,033
| +7% | +$12.7M |
|
697
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.18B
| $195M | 0.02% |
4,452,009
+274,700
| +7% | +$12M |
|
698
DXC Technology
DXC
$2.56B
| $194M | 0.02% |
7,329,052
-1,740,205
| -19% | -$46.1M |
|
699
Hologic
HOLX
$14.7B
| $194M | 0.02% |
2,593,413
+328,687
| +15% | +$24.6M |
|
700
EQT Corp
EQT
$31.8B
| $191M | 0.02% |
5,659,145
+1,774,415
| +46% | +$60M |
|