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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $105M | 0.02% |
8,129,976
+32,413
| +0.4% | +$417K |
|
702
Align Technology
ALGN
$9.7B
| $104M | 0.02% |
195,058
+18,610
| +11% | +$9.94M |
|
703
Vanguard Industrials ETF
VIS
$6.1B
| $104M | 0.02% |
610,736
+87,647
| +17% | +$14.9M |
|
704
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.36B
| $104M | 0.02% |
1,410,945
+13,297
| +1% | +$976K |
|
705
Canadian Pacific Kansas City
CP
$68.3B
| $103M | 0.02% |
1,481,385
-560,255
| -27% | -$38.8M |
|
706
fuboTV
FUBO
$1.36B
| $103M | 0.02% |
+3,666,131
| New | +$103M |
|
707
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $102M | 0.02% |
3,212,843
+286,232
| +10% | +$9.13M |
|
708
iShares Global Clean Energy ETF
ICLN
$1.58B
| $102M | 0.02% |
3,625,940
+1,608,989
| +80% | +$45.4M |
|
709
Upstart Holdings
UPST
$5.96B
| $102M | 0.02% |
+2,510,435
| New | +$102M |
|
710
Utz Brands
UTZ
$1.12B
| $102M | 0.02% |
4,628,710
+1,272,085
| +38% | +$28.1M |
|
711
ResMed
RMD
$39.4B
| $102M | 0.02% |
480,159
+92,942
| +24% | +$19.8M |
|
712
Edison International
EIX
$21.4B
| $102M | 0.02% |
1,621,153
-7,963
| -0.5% | -$500K |
|
713
Paycom
PAYC
$12.5B
| $102M | 0.02% |
224,960
+106,492
| +90% | +$48.2M |
|
714
Cheniere Energy
LNG
$51.9B
| $102M | 0.02% |
1,694,011
+171,808
| +11% | +$10.3M |
|
|
FPF
715
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.17B
| $102M | 0.02% |
4,225,792
-62,053
| -1% | -$1.49M |
|
716
Consolidated Edison
ED
$34.9B
| $101M | 0.02% |
1,399,977
+300,748
| +27% | +$21.7M |
|
717
Tyson Foods
TSN
$19.7B
| $101M | 0.02% |
1,567,752
+441,763
| +39% | +$28.5M |
|
|
ZEN
718
DELISTED
ZENDESK INC
ZEN
| $101M | 0.02% |
703,616
+199,708
| +40% | +$28.6M |
|
719
iShares Core MSCI International Developed Markets ETF
IDEV
$21.8B
| $101M | 0.02% |
1,632,365
+110,367
| +7% | +$6.8M |
|
720
iShares MSCI India ETF
INDA
$9.38B
| $101M | 0.02% |
2,501,300
-84,163
| -3% | -$3.39M |
|
721
iShares US Industrials ETF
IYJ
$1.66B
| $101M | 0.02% |
1,035,271
+201,637
| +24% | +$19.6M |
|
722
iShares US Real Estate ETF
IYR
$3.61B
| $100M | 0.02% |
1,170,562
-1,671,761
| -59% | -$143M |
|
|
AYX
723
DELISTED
Alteryx, Inc.
AYX
| $100M | 0.02% |
821,653
-1,320,081
| -62% | -$161M |
|
724
Arista Networks
ANET
$188B
| $100M | 0.02% |
5,506,688
-300,256
| -5% | -$5.45M |
|
725
Schwab International Equity ETF
SCHF
$50.9B
| $99.9M | 0.02% |
5,550,842
+85,646
| +2% | +$1.54M |
|