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
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Braze
BRZE
$3.4B
| $143M | 0.02% |
4,112,232
+1,441,220
| +54% | +$50.2M |
|
727
Hormel Foods
HRL
$13.8B
| $143M | 0.02% |
3,143,346
+112,005
| +4% | +$5.09M |
|
728
Insulet
PODD
$24B
| $143M | 0.02% |
621,407
-2,607
| -0.4% | -$598K |
|
729
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14B
| $142M | 0.02% |
1,788,314
-328,349
| -16% | -$26.1M |
|
730
iShares US Aerospace & Defense ETF
ITA
$9.35B
| $142M | 0.02% |
1,551,910
-249,167
| -14% | -$22.7M |
|
731
Domino's
DPZ
$15.3B
| $142M | 0.02% |
456,162
-96,660
| -17% | -$30M |
|
732
Vanguard Utilities ETF
VPU
$7.31B
| $141M | 0.02% |
993,712
+16,465
| +2% | +$2.34M |
|
733
Axon Enterprise
AXON
$59.7B
| $141M | 0.02% |
1,215,993
+810,789
| +200% | +$93.8M |
|
734
Brown-Forman Class B
BF.B
$12.9B
| $140M | 0.02% |
2,110,408
-46,634
| -2% | -$3.1M |
|
735
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $140M | 0.02% |
2,864,609
-224
| -0% | -$10.9K |
|
736
Comerica
CMA
$8.99B
| $140M | 0.02% |
1,964,743
-34,031
| -2% | -$2.42M |
|
737
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $139M | 0.02% |
12,777,228
-291,485
| -2% | -$3.17M |
|
738
Expedia Group
EXPE
$27B
| $138M | 0.02% |
1,468,660
+34,127
| +2% | +$3.2M |
|
739
First Solar
FSLR
$22.2B
| $138M | 0.02% |
1,039,678
+501,589
| +93% | +$66.3M |
|
740
HSBC
HSBC
$238B
| $136M | 0.02% |
5,209,282
-68,864
| -1% | -$1.8M |
|
741
Snap-on
SNA
$17.1B
| $135M | 0.02% |
672,521
-7,241
| -1% | -$1.46M |
|
|
AY
742
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $135M | 0.02% |
5,123,123
-222,370
| -4% | -$5.85M |
|
743
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $134M | 0.02% |
3,516,489
+461,079
| +15% | +$17.6M |
|
744
Monolithic Power Systems
MPWR
$40.4B
| $134M | 0.02% |
368,127
+41,586
| +13% | +$15.1M |
|
745
Etsy
ETSY
$6.07B
| $134M | 0.02% |
1,334,328
-345,478
| -21% | -$34.6M |
|
746
Invesco S&P 500 Revenue ETF
RWL
$6.55B
| $134M | 0.02% |
1,989,974
+97,476
| +5% | +$6.54M |
|
747
W.R. Berkley
WRB
$27.6B
| $134M | 0.02% |
3,101,310
+562,542
| +22% | +$24.2M |
|
748
Invesco Preferred ETF
PGX
$3.98B
| $134M | 0.02% |
11,239,110
+207,060
| +2% | +$2.46M |
|
749
Robert Half
RHI
$3.61B
| $133M | 0.02% |
1,744,774
+40,748
| +2% | +$3.12M |
|
750
Schwab International Equity ETF
SCHF
$51.3B
| $133M | 0.02% |
9,486,110
+2,912,836
| +44% | +$41M |
|