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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $187M | 0.02% |
11,081,247
+2,482,589
| +29% | +$41.9M |
|
727
Lamb Weston
LW
$7.91B
| $187M | 0.02% |
2,022,032
+138,595
| +7% | +$12.8M |
|
728
Stifel
SF
$11.8B
| $186M | 0.02% |
3,035,273
+530,520
| +21% | +$32.6M |
|
729
International Flavors & Fragrances
IFF
$16.7B
| $186M | 0.02% |
2,735,084
+745,622
| +37% | +$50.8M |
|
730
Akamai
AKAM
$11.1B
| $185M | 0.02% |
1,739,634
-78,198
| -4% | -$8.33M |
|
731
Gaming and Leisure Properties
GLPI
$13.5B
| $185M | 0.02% |
4,062,051
-169,241
| -4% | -$7.71M |
|
732
iShares US Aerospace & Defense ETF
ITA
$9.35B
| $185M | 0.02% |
1,744,275
-120,456
| -6% | -$12.8M |
|
733
Monolithic Power Systems
MPWR
$40.4B
| $184M | 0.02% |
398,969
+47,671
| +14% | +$22M |
|
734
Performance Food Group
PFGC
$16.3B
| $184M | 0.02% |
3,123,868
+1,556
| +0% | +$91.6K |
|
735
J.M. Smucker
SJM
$11.8B
| $183M | 0.02% |
1,490,786
-26,647
| -2% | -$3.28M |
|
736
CoStar Group
CSGP
$37B
| $183M | 0.02% |
2,380,227
+442,973
| +23% | +$34.1M |
|
737
First Trust Health Care AlphaDEX Fund
FXH
$929M
| $183M | 0.02% |
1,881,161
-144,229
| -7% | -$14M |
|
738
Tyson Foods
TSN
$20B
| $182M | 0.02% |
3,598,332
-50,374
| -1% | -$2.54M |
|
739
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $182M | 0.02% |
3,968,389
-76,106
| -2% | -$3.48M |
|
740
Service Corp International
SCI
$11.1B
| $181M | 0.02% |
3,170,183
-29,350
| -0.9% | -$1.68M |
|
741
Enphase Energy
ENPH
$5.01B
| $181M | 0.02% |
1,503,942
+242,490
| +19% | +$29.1M |
|
742
Invesco S&P 500 Revenue ETF
RWL
$6.55B
| $180M | 0.02% |
2,304,559
-245,767
| -10% | -$19.2M |
|
743
SPDR Portfolio S&P 500 ETF
SPLG
$85.7B
| $180M | 0.02% |
3,581,966
+214,714
| +6% | +$10.8M |
|
744
Garmin
GRMN
$46.3B
| $180M | 0.02% |
1,707,753
-25,061
| -1% | -$2.64M |
|
745
10x Genomics
TXG
$1.63B
| $179M | 0.02% |
4,350,050
-1,298,035
| -23% | -$53.5M |
|
746
GXO Logistics
GXO
$5.85B
| $179M | 0.02% |
3,053,289
-68,926
| -2% | -$4.04M |
|
747
Advanced Drainage Systems
WMS
$11.3B
| $179M | 0.02% |
1,570,278
+204,267
| +15% | +$23.3M |
|
748
Vistra
VST
$70.9B
| $179M | 0.02% |
5,383,754
+545,870
| +11% | +$18.1M |
|
749
Baxter International
BAX
$12.4B
| $178M | 0.02% |
4,707,831
-430,787
| -8% | -$16.3M |
|
750
Textron
TXT
$14.6B
| $177M | 0.02% |
2,263,624
+31,805
| +1% | +$2.49M |
|