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 | |
|---|---|---|---|---|---|---|
751
UBS Group
UBS
$129B
| $133M | 0.02% |
9,161,924
+381,989
| +4% | +$5.54M |
|
752
Xylem
XYL
$34.6B
| $133M | 0.02% |
1,520,132
-47,086
| -3% | -$4.11M |
|
753
Packaging Corp of America
PKG
$19.4B
| $132M | 0.02% |
1,179,467
+69,187
| +6% | +$7.77M |
|
754
First Trust Financials AlphaDEX Fund
FXO
$2.26B
| $132M | 0.02% |
3,597,449
-152,933
| -4% | -$5.63M |
|
755
MPLX
MPLX
$51.8B
| $132M | 0.02% |
4,395,885
-58,465
| -1% | -$1.75M |
|
756
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $132M | 0.02% |
11,072,327
+375,987
| +4% | +$4.47M |
|
757
Darden Restaurants
DRI
$24.7B
| $132M | 0.02% |
1,041,044
+18,630
| +2% | +$2.35M |
|
|
GOOS
758
Canada Goose Holdings
GOOS
$1.42B
| $131M | 0.02% |
8,605,295
-745,379
| -8% | -$11.4M |
|
759
Advance Auto Parts
AAP
$3.64B
| $131M | 0.02% |
838,633
+27,898
| +3% | +$4.36M |
|
760
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $131M | 0.02% |
2,595,068
+1,713,034
| +194% | +$86.5M |
|
761
WisdomTree US MidCap Dividend Fund
DON
$3.84B
| $130M | 0.02% |
3,462,370
-82,000
| -2% | -$3.09M |
|
762
Sunrun
RUN
$3.96B
| $130M | 0.02% |
4,725,186
+462,793
| +11% | +$12.8M |
|
763
New Oriental
EDU
$8.93B
| $130M | 0.02% |
5,434,762
+449,523
| +9% | +$10.8M |
|
764
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.87B
| $130M | 0.02% |
1,554,299
+61,066
| +4% | +$5.11M |
|
765
iShare MSCI Eurozone ETF
EZU
$7.97B
| $130M | 0.02% |
4,066,764
+79,079
| +2% | +$2.53M |
|
766
Molina Healthcare
MOH
$10.3B
| $130M | 0.02% |
393,312
-36,868
| -9% | -$12.2M |
|
767
Alcoa
AA
$8.24B
| $129M | 0.02% |
3,834,455
+120,864
| +3% | +$4.07M |
|
768
iShares ESG Optimized MSCI USA ETF
SUSA
$3.63B
| $129M | 0.02% |
1,697,404
-58,224
| -3% | -$4.42M |
|
|
ABB
769
DELISTED
ABB Ltd.
ABB
| $129M | 0.02% |
5,020,690
+553,258
| +12% | +$14.2M |
|
770
Royal Caribbean
RCL
$95.6B
| $129M | 0.02% |
3,398,983
-274,879
| -7% | -$10.4M |
|
771
Amcor
AMCR
$19.1B
| $129M | 0.02% |
11,981,920
+1,292,197
| +12% | +$13.9M |
|
772
W.P. Carey
WPC
$14.9B
| $129M | 0.02% |
1,880,047
+77,496
| +4% | +$5.3M |
|
773
Pure Storage
PSTG
$27B
| $128M | 0.02% |
4,690,738
+1,160,745
| +33% | +$31.8M |
|
774
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $128M | 0.02% |
4,639,017
-277,855
| -6% | -$7.69M |
|
775
Celanese
CE
$4.98B
| $128M | 0.02% |
1,416,418
+88,758
| +7% | +$8.02M |
|