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 |
Uber
UBER
|
+$916M |
| 2 |
Okta
OKTA
|
+$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$718M |
| 4 |
Shopify
SHOP
|
+$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.3B |
| 2 |
Walt Disney
DIS
|
+$985M |
| 3 |
Ecolab
ECL
|
+$893M |
| 4 |
SPDR Gold Trust
GLD
|
+$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Burlington
BURL
$18.3B
| $79.1M | 0.02% |
346,951
+151,175
| +77% | +$34.5M |
|
702
IPG Photonics
IPGP
$3.5B
| $78.8M | 0.02% |
543,516
+476,146
| +707% | +$69M |
|
703
Agilent Technologies
A
$36.3B
| $78.7M | 0.02% |
922,653
+55,216
| +6% | +$4.71M |
|
704
Fifth Third Bancorp
FITB
$30.1B
| $78.6M | 0.02% |
2,558,336
+367,168
| +17% | +$11.3M |
|
705
Agnico Eagle Mines
AEM
$77.5B
| $78.6M | 0.02% |
1,275,986
+158,249
| +14% | +$9.75M |
|
706
First Trust Cloud Computing ETF
SKYY
$3.19B
| $78.6M | 0.02% |
1,302,089
+39,829
| +3% | +$2.4M |
|
|
LPT
707
DELISTED
Liberty Property Trust
LPT
| $78.5M | 0.02% |
1,307,070
+238,399
| +22% | +$14.3M |
|
708
iShares MSCI Hong Kong ETF
EWH
$724M
| $78.3M | 0.02% |
3,218,316
+1,787,314
| +125% | +$43.5M |
|
|
ORAN
709
DELISTED
Orange
ORAN
| $78.3M | 0.02% |
5,363,636
+169,654
| +3% | +$2.48M |
|
710
WisdomTree US MidCap Fund
EZM
$816M
| $78.2M | 0.02% |
1,858,214
-128,465
| -6% | -$5.41M |
|
711
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $78.2M | 0.02% |
1,531,249
-15,059
| -1% | -$769K |
|
712
Exact Sciences
EXAS
$10.2B
| $78.1M | 0.02% |
843,977
-118,417
| -12% | -$11M |
|
|
SPLK
713
DELISTED
Splunk Inc
SPLK
| $77.9M | 0.02% |
520,045
+38,458
| +8% | +$5.76M |
|
714
Chegg
CHGG
$168M
| $77.6M | 0.02% |
2,045,805
-606,318
| -23% | -$23M |
|
715
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| $77M | 0.02% |
1,068,905
+409,037
| +62% | +$29.5M |
|
|
ZAYO
716
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $76.8M | 0.02% |
2,217,781
+275,563
| +14% | +$9.55M |
|
717
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $76.8M | 0.02% |
1,275,521
+63,682
| +5% | +$3.83M |
|
718
Idexx Laboratories
IDXX
$52.2B
| $76.8M | 0.02% |
293,972
-47,449
| -14% | -$12.4M |
|
|
AZUL
719
DELISTED
Azul
AZUL
| $76.5M | 0.02% |
1,786,579
+1,352,281
| +311% | +$57.9M |
|
720
Dentsply Sirona
XRAY
$2.83B
| $76.3M | 0.02% |
1,348,287
+301,859
| +29% | +$17.1M |
|
721
Vanguard Russell 1000 Growth ETF
VONG
$31.4B
| $76.2M | 0.02% |
1,685,124
+3,676
| +0.2% | +$166K |
|
722
HSBC
HSBC
$230B
| $75.8M | 0.02% |
1,940,388
-637,740
| -25% | -$24.9M |
|
|
KSU
723
DELISTED
Kansas City Southern
KSU
| $75.7M | 0.02% |
494,481
+124,494
| +34% | +$19.1M |
|
|
AYX
724
DELISTED
Alteryx, Inc.
AYX
| $75.6M | 0.02% |
755,715
+266,393
| +54% | +$26.7M |
|
725
Global X MLP & Energy Infrastructure ETF
MLPX
$2.56B
| $75.3M | 0.02% |
2,043,803
+1,452,218
| +245% | +$53.5M |
|