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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Alexandria Real Estate Equities
ARE
$14.3B
| $122M | 0.02% |
605,792
-316,771
| -34% | -$63.7M |
|
752
Enphase Energy
ENPH
$4.85B
| $122M | 0.02% |
602,140
-248,821
| -29% | -$50.2M |
|
753
iShares Expanded Tech Sector ETF
IGM
$8.96B
| $121M | 0.02% |
1,875,042
+108,708
| +6% | +$7.04M |
|
754
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $121M | 0.02% |
1,190,666
-383,162
| -24% | -$39M |
|
755
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $121M | 0.02% |
1,634,459
-110,798
| -6% | -$8.2M |
|
|
756
EPAM Systems
EPAM
$8.53B
| $121M | 0.02% |
407,706
-3,775,585
| -90% | -$1.12B |
|
757
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$431M
| $121M | 0.02% |
2,213,504
-770,109
| -26% | -$42M |
|
758
FMC
FMC
$4.61B
| $120M | 0.02% |
915,662
+35,925
| +4% | +$4.73M |
|
759
Blackstone Mortgage Trust
BXMT
$3.41B
| $120M | 0.02% |
3,787,236
+662,280
| +21% | +$21.1M |
|
760
Booz Allen Hamilton
BAH
$12.6B
| $120M | 0.02% |
1,368,882
+522,167
| +62% | +$45.9M |
|
761
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $120M | 0.02% |
4,914,377
+1,154,775
| +31% | +$28.2M |
|
762
BHP
BHP
$135B
| $120M | 0.02% |
1,742,273
-2,487,948
| -59% | -$171M |
|
763
Vanguard S&P 500 Growth ETF
VOOG
$19.7B
| $120M | 0.02% |
435,061
-11,295
| -3% | -$3.11M |
|
764
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
| $119M | 0.02% |
1,216,879
-37,724
| -3% | -$3.7M |
|
765
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$496M
| $119M | 0.02% |
2,993,084
+1,368,000
| +84% | +$54.3M |
|
766
Ameren
AEE
$26.8B
| $118M | 0.02% |
1,257,794
-179,544
| -12% | -$16.8M |
|
767
W.P. Carey
WPC
$14.8B
| $118M | 0.02% |
1,486,964
+214,810
| +17% | +$17M |
|
768
Entergy
ETR
$39.5B
| $118M | 0.02% |
2,014,686
+355,226
| +21% | +$20.7M |
|
769
Schwab International Equity ETF
SCHF
$50.9B
| $118M | 0.02% |
6,401,286
+372,314
| +6% | +$6.84M |
|
770
Lennar Class A
LEN
$35.4B
| $117M | 0.02% |
1,495,061
-266,721
| -15% | -$21M |
|
771
VictoryShares US 500 Volatility Wtd ETF
CFA
$531M
| $117M | 0.02% |
1,582,983
-97,902
| -6% | -$7.25M |
|
772
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $117M | 0.02% |
3,475,071
+537,672
| +18% | +$18.1M |
|
773
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
| $117M | 0.02% |
5,573,914
+1,305,991
| +31% | +$27.4M |
|
774
Coterra Energy
CTRA
$18.6B
| $116M | 0.02% |
4,317,039
+20,563
| +0.5% | +$555K |
|
775
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$232M
| $116M | 0.02% |
3,177,603
-204,610
| -6% | -$7.5M |
|