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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Gartner
IT
$18.7B
| $145M | 0.02% |
434,923
-46,155
| -10% | -$15.4M |
|
|
B
702
Barrick Mining Corporation
B
$49.7B
| $144M | 0.02% |
7,583,293
-907,735
| -11% | -$17.2M |
|
703
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $144M | 0.02% |
2,278,488
+2,276,694
| +126,906% | +$144M |
|
704
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
| $143M | 0.02% |
9,748,562
+208,057
| +2% | +$3.05M |
|
705
BCE
BCE
$22.7B
| $143M | 0.02% |
2,743,539
+451,066
| +20% | +$23.5M |
|
706
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $142M | 0.02% |
1,345,316
+370,734
| +38% | +$39.3M |
|
707
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $141M | 0.02% |
2,257,641
+314,426
| +16% | +$19.7M |
|
708
iShares Global Clean Energy ETF
ICLN
$1.56B
| $138M | 0.02% |
6,541,694
-683,856
| -9% | -$14.5M |
|
709
Duolingo
DUOL
$12.5B
| $138M | 0.02% |
1,300,452
+415,923
| +47% | +$44.1M |
|
710
Sensata Technologies
ST
$4.66B
| $138M | 0.02% |
2,230,409
+344,170
| +18% | +$21.2M |
|
711
Novavax
NVAX
$1.29B
| $137M | 0.02% |
956,492
+270,868
| +40% | +$38.8M |
|
712
Coherent
COHR
$15.5B
| $137M | 0.02% |
2,000,214
+148,791
| +8% | +$10.2M |
|
713
Vanguard Industrials ETF
VIS
$6.07B
| $136M | 0.02% |
672,164
+3,948
| +0.6% | +$801K |
|
714
Starwood Property Trust
STWD
$7.53B
| $136M | 0.02% |
5,612,791
+396,962
| +8% | +$9.65M |
|
715
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.25B
| $136M | 0.02% |
1,134,019
-22,222
| -2% | -$2.67M |
|
716
Vanguard FTSE Pacific ETF
VPL
$7.87B
| $136M | 0.02% |
1,745,257
+65,820
| +4% | +$5.13M |
|
717
Whirlpool
WHR
$5.24B
| $136M | 0.02% |
579,749
+134,180
| +30% | +$31.5M |
|
718
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $136M | 0.02% |
2,690,161
+479,755
| +22% | +$24.2M |
|
|
SBNY
719
DELISTED
Signature Bank
SBNY
| $135M | 0.02% |
418,703
+26,627
| +7% | +$8.61M |
|
720
VF Corp
VFC
$5.95B
| $135M | 0.02% |
1,849,143
-127,963
| -6% | -$9.37M |
|
721
Vanguard S&P 500 Growth ETF
VOOG
$19.5B
| $135M | 0.02% |
446,356
+19,361
| +5% | +$5.84M |
|
722
Cognizant
CTSH
$34.8B
| $135M | 0.02% |
1,516,213
-48,384
| -3% | -$4.29M |
|
723
Hologic
HOLX
$14.8B
| $134M | 0.02% |
1,754,737
+667,137
| +61% | +$51.1M |
|
724
CarMax
KMX
$9.21B
| $134M | 0.02% |
1,031,535
+92,118
| +10% | +$12M |
|
725
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $134M | 0.02% |
4,070,324
+118,766
| +3% | +$3.92M |
|