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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
iShares US Financials ETF
IYF
$4.1B
| $132M | 0.02% |
1,634,564
+199,710
| +14% | +$16.2M |
|
702
Gartner
IT
$18.2B
| $132M | 0.02% |
546,122
+55,149
| +11% | +$13.4M |
|
703
iShares Global Tech ETF
IXN
$5.91B
| $132M | 0.02% |
2,350,260
-681,096
| -22% | -$38.3M |
|
704
AES
AES
$9.15B
| $132M | 0.02% |
5,065,208
+1,866,027
| +58% | +$48.6M |
|
705
TE Connectivity
TEL
$62.9B
| $132M | 0.02% |
974,029
-26,297
| -3% | -$3.56M |
|
706
Lyft
LYFT
$7.62B
| $132M | 0.02% |
2,175,245
+999,178
| +85% | +$60.4M |
|
707
Equity Residential
EQR
$25.6B
| $131M | 0.02% |
1,705,650
+447,952
| +36% | +$34.5M |
|
708
Universal Health Services
UHS
$12.1B
| $131M | 0.02% |
894,528
+770,198
| +619% | +$113M |
|
709
CyberArk
CYBR
$23.8B
| $131M | 0.02% |
1,004,668
-370,110
| -27% | -$48.2M |
|
710
Starwood Property Trust
STWD
$7.56B
| $131M | 0.02% |
4,996,041
-287,728
| -5% | -$7.53M |
|
711
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $130M | 0.02% |
6,778,905
+1,580,989
| +30% | +$30.4M |
|
712
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $130M | 0.02% |
863,591
+9,870
| +1% | +$1.49M |
|
713
ARK Web x.0 ETF
ARKW
$2.43B
| $130M | 0.02% |
841,517
-237,493
| -22% | -$36.6M |
|
714
Bloom Energy
BE
$15.7B
| $129M | 0.02% |
4,813,564
+245,887
| +5% | +$6.61M |
|
715
Iron Mountain
IRM
$29.2B
| $129M | 0.02% |
3,055,300
+1,123,761
| +58% | +$47.6M |
|
716
Genuine Parts
GPC
$19.9B
| $129M | 0.02% |
1,020,698
+73,757
| +8% | +$9.33M |
|
717
Vanguard Consumer Discretionary ETF
VCR
$6.56B
| $129M | 0.02% |
410,857
-12,437
| -3% | -$3.91M |
|
718
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $129M | 0.02% |
8,947,462
+601,470
| +7% | +$8.64M |
|
719
Dover
DOV
$24.4B
| $129M | 0.02% |
853,651
+103,569
| +14% | +$15.6M |
|
720
John Hancock Multifactor Mid Cap ETF
JHMM
$4.46B
| $128M | 0.02% |
2,478,634
-82,387
| -3% | -$4.27M |
|
721
Eversource Energy
ES
$24.1B
| $128M | 0.02% |
1,600,866
+355,223
| +29% | +$28.5M |
|
722
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.19B
| $128M | 0.02% |
1,279,061
-84
| -0% | -$8.41K |
|
723
Ameren
AEE
$27.2B
| $128M | 0.02% |
1,599,123
+458,665
| +40% | +$36.7M |
|
724
Enovis
ENOV
$1.8B
| $127M | 0.02% |
1,613,861
+1,385,013
| +605% | +$109M |
|
725
Manulife Financial
MFC
$54B
| $127M | 0.02% |
6,456,464
+3,413,140
| +112% | +$67.2M |
|