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 |
BILL Holdings
BILL
|
+$1.69B |
| 2 |
Roblox
RBLX
|
+$1.5B |
| 3 |
Coupang
CPNG
|
+$1.47B |
| 4 |
Airbnb
ABNB
|
+$850M |
| 5 |
Unity
U
|
+$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 2 |
Spotify
SPOT
|
+$1.33B |
| 3 |
Okta
OKTA
|
+$1.19B |
| 4 |
Amazon
AMZN
|
+$997M |
| 5 |
Alibaba
BABA
|
+$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Microchip Technology
MCHP
$34.9B
| $130M | 0.02% |
1,691,336
+106,376
| +7% | +$8.16M |
|
702
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.24B
| $128M | 0.02% |
1,156,241
+24,129
| +2% | +$2.68M |
|
703
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $128M | 0.02% |
2,469,491
+230,450
| +10% | +$11.9M |
|
|
PDO
704
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
| $127M | 0.02% |
6,076,289
+1,081,377
| +22% | +$22.7M |
|
705
Starwood Property Trust
STWD
$7.57B
| $127M | 0.02% |
5,215,829
+219,788
| +4% | +$5.36M |
|
706
Tyson Foods
TSN
$19.9B
| $127M | 0.02% |
1,610,828
-20,779
| -1% | -$1.64M |
|
707
SPDR Gold MiniShares Trust
GLDM
$17.9B
| $126M | 0.02% |
3,619,474
+380,791
| +12% | +$13.3M |
|
708
Nasdaq
NDAQ
$54.6B
| $126M | 0.02% |
1,963,083
-76,998
| -4% | -$4.95M |
|
709
Genuine Parts
GPC
$19.3B
| $126M | 0.02% |
1,037,316
+16,618
| +2% | +$2.01M |
|
710
Vanguard Industrials ETF
VIS
$6.06B
| $126M | 0.02% |
668,216
+54,162
| +9% | +$10.2M |
|
711
HubSpot
HUBS
$26.5B
| $125M | 0.02% |
185,572
+21,725
| +13% | +$14.7M |
|
712
Xcel Energy
XEL
$42.5B
| $125M | 0.02% |
2,003,569
+281,347
| +16% | +$17.6M |
|
713
iShares Global REIT ETF
REET
$3.87B
| $125M | 0.02% |
4,564,385
+275,158
| +6% | +$7.54M |
|
714
Maravai LifeSciences
MRVI
$381M
| $125M | 0.02% |
2,548,051
+636,173
| +33% | +$31.2M |
|
715
Arthur J. Gallagher & Co
AJG
$76.5B
| $125M | 0.02% |
840,598
-126,511
| -13% | -$18.8M |
|
716
Bausch Health
BHC
$2.67B
| $125M | 0.02% |
4,477,666
-1,135,314
| -20% | -$31.6M |
|
717
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $125M | 0.02% |
3,645,057
+219,978
| +6% | +$7.52M |
|
718
Appian
APPN
$2.38B
| $125M | 0.02% |
1,346,009
+750,090
| +126% | +$69.4M |
|
719
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$444M
| $124M | 0.02% |
1,982,497
-26,671
| -1% | -$1.67M |
|
720
iShares US Aerospace & Defense ETF
ITA
$9.22B
| $124M | 0.02% |
1,188,312
-47,856
| -4% | -$4.99M |
|
721
PPL Corp
PPL
$26.5B
| $124M | 0.02% |
4,441,921
+233,854
| +6% | +$6.52M |
|
722
Bath & Body Works
BBWI
$5.82B
| $124M | 0.02% |
1,964,691
-885,408
| -31% | -$55.8M |
|
723
Kellanova
K
$27.6B
| $124M | 0.02% |
2,058,371
-2,441,608
| -54% | -$147M |
|
724
Albemarle
ALB
$8.54B
| $124M | 0.02% |
564,140
+57,078
| +11% | +$12.5M |
|
725
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.63B
| $123M | 0.02% |
1,965,568
+16,455
| +0.8% | +$1.03M |
|