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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Match Group
MTCH
$9.12B
| $191M | 0.02% |
4,595,016
+846,805
| +23% | +$35.1M |
|
702
Peloton Interactive
PTON
$3.16B
| $191M | 0.02% |
23,992,941
+3,047,216
| +15% | +$24.2M |
|
703
Brookfield Infrastructure Partners
BIP
$14.3B
| $190M | 0.02% |
6,121,118
+169,285
| +3% | +$5.25M |
|
704
Scotiabank
BNS
$79.8B
| $189M | 0.02% |
3,857,101
-69,200
| -2% | -$3.39M |
|
705
Alliance Resource Partners
ARLP
$2.89B
| $188M | 0.02% |
9,263,730
+458,382
| +5% | +$9.31M |
|
706
Five Below
FIVE
$8.01B
| $187M | 0.02% |
1,058,383
+286,839
| +37% | +$50.7M |
|
707
iShares International Select Dividend ETF
IDV
$5.88B
| $187M | 0.02% |
6,889,313
-515,612
| -7% | -$14M |
|
708
Brown-Forman Class B
BF.B
$13B
| $187M | 0.02% |
2,845,527
+735,119
| +35% | +$48.3M |
|
709
Henry Schein
HSIC
$8.43B
| $187M | 0.02% |
2,337,890
+1,377,207
| +143% | +$110M |
|
710
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14B
| $186M | 0.02% |
2,194,719
+406,405
| +23% | +$34.4M |
|
711
Chemed
CHE
$6.64B
| $185M | 0.02% |
362,270
+230,531
| +175% | +$118M |
|
712
Omnicom Group
OMC
$15B
| $184M | 0.02% |
2,257,274
-72,385
| -3% | -$5.9M |
|
713
Hyatt Hotels
H
$13.9B
| $184M | 0.02% |
2,033,818
+1,571,739
| +340% | +$142M |
|
714
Etsy
ETSY
$5.91B
| $184M | 0.02% |
1,533,204
+198,876
| +15% | +$23.8M |
|
715
Alexandria Real Estate Equities
ARE
$14.5B
| $183M | 0.02% |
1,258,575
+95,375
| +8% | +$13.9M |
|
716
Stifel
SF
$11.7B
| $182M | 0.02% |
3,120,148
+2,522,805
| +422% | +$147M |
|
717
CBIZ
CBZ
$3.09B
| $181M | 0.02% |
3,871,416
+3,465,585
| +854% | +$162M |
|
718
Hormel Foods
HRL
$13.9B
| $181M | 0.02% |
3,970,027
+826,681
| +26% | +$37.7M |
|
719
Zoom
ZM
$25.4B
| $181M | 0.02% |
2,669,157
-3,057,611
| -53% | -$207M |
|
720
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $181M | 0.02% |
2,918,306
+11,297
| +0.4% | +$700K |
|
721
UBS Group
UBS
$129B
| $181M | 0.02% |
9,682,327
+520,403
| +6% | +$9.72M |
|
722
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
| $180M | 0.02% |
23,869,301
+84,857
| +0.4% | +$641K |
|
723
Synchrony
SYF
$28.2B
| $180M | 0.02% |
5,467,968
-244,257
| -4% | -$8.03M |
|
724
PIMCO Dynamic Income Fund
PDI
$7.56B
| $180M | 0.02% |
9,718,192
+1,336,666
| +16% | +$24.7M |
|
725
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.19B
| $179M | 0.02% |
5,034,939
+556,170
| +12% | +$19.8M |
|