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 | |
|---|---|---|---|---|---|---|
726
iShares US Financials ETF
IYF
$4.03B
| $134M | 0.02% |
1,544,527
+103,763
| +7% | +$9M |
|
727
CarGurus
CARG
$3.57B
| $133M | 0.02% |
3,961,517
+1,199,466
| +43% | +$40.3M |
|
728
Tyson Foods
TSN
$19.9B
| $133M | 0.02% |
1,527,618
-83,210
| -5% | -$7.25M |
|
729
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $133M | 0.02% |
3,773,228
+128,171
| +4% | +$4.52M |
|
730
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
| $133M | 0.02% |
2,906,756
+162,223
| +6% | +$7.42M |
|
731
Canadian National Railway
CNI
$59.5B
| $133M | 0.02% |
1,081,830
-117,197
| -10% | -$14.4M |
|
732
iShares Global Financials ETF
IXG
$574M
| $133M | 0.02% |
1,655,323
-169,443
| -9% | -$13.6M |
|
733
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $132M | 0.02% |
817,318
-26,008
| -3% | -$4.21M |
|
734
KeyCorp
KEY
$21B
| $132M | 0.02% |
5,722,543
+688,913
| +14% | +$15.9M |
|
735
Xcel Energy
XEL
$42.4B
| $132M | 0.02% |
1,954,821
-48,748
| -2% | -$3.3M |
|
736
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $132M | 0.02% |
1,475,943
+194,325
| +15% | +$17.4M |
|
737
iShares MSCI Mexico ETF
EWW
$1.85B
| $132M | 0.02% |
2,607,125
+203,729
| +8% | +$10.3M |
|
738
Genuine Parts
GPC
$19.5B
| $132M | 0.02% |
939,173
-98,143
| -9% | -$13.8M |
|
739
Confluent
CFLT
$6.88B
| $132M | 0.02% |
1,725,642
+902,858
| +110% | +$68.8M |
|
740
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $131M | 0.02% |
1,779,714
+38,501
| +2% | +$2.84M |
|
741
Criteo
CRTO
$1.21B
| $131M | 0.02% |
3,373,224
-250,918
| -7% | -$9.75M |
|
742
VictoryShares US 500 Volatility Wtd ETF
CFA
$532M
| $131M | 0.02% |
1,680,885
-38,614
| -2% | -$3M |
|
743
Targa Resources
TRGP
$34.5B
| $130M | 0.02% |
2,487,821
+180,858
| +8% | +$9.45M |
|
744
SPDR Portfolio S&P 500 ETF
SPLG
$84.8B
| $130M | 0.02% |
2,326,299
+699,327
| +43% | +$39M |
|
745
iShares US Aerospace & Defense ETF
ITA
$9.13B
| $130M | 0.02% |
1,260,749
+72,437
| +6% | +$7.45M |
|
746
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $129M | 0.02% |
379,470
+3,394
| +0.9% | +$1.16M |
|
747
iShares Expanded Tech Sector ETF
IGM
$8.86B
| $129M | 0.02% |
1,766,334
+111,384
| +7% | +$8.15M |
|
748
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
| $129M | 0.02% |
1,254,603
-4,627
| -0.4% | -$476K |
|
749
Zimmer Biomet
ZBH
$20.7B
| $129M | 0.02% |
1,044,961
+91,364
| +10% | +$11.3M |
|
750
Ameren
AEE
$27B
| $128M | 0.02% |
1,437,338
-59,153
| -4% | -$5.27M |
|