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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Bank of Montreal
BMO
$90.8B
| $173M | 0.02% |
1,912,650
+662,673
| +53% | +$60M |
|
752
BJs Wholesale Club
BJ
$12.9B
| $173M | 0.02% |
2,615,939
+1,684,174
| +181% | +$111M |
|
753
Floor & Decor
FND
$9.74B
| $172M | 0.02% |
2,473,105
+128,096
| +5% | +$8.92M |
|
754
iShares Core MSCI Europe ETF
IEUR
$6.94B
| $172M | 0.02% |
3,616,300
-327,278
| -8% | -$15.5M |
|
755
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $172M | 0.02% |
9,641,987
+4,370,563
| +83% | +$77.8M |
|
756
Cameco
CCJ
$34.8B
| $171M | 0.02% |
7,554,751
+37,239
| +0.5% | +$844K |
|
757
Sun Communities
SUI
$16.4B
| $171M | 0.02% |
1,196,979
+267,475
| +29% | +$38.2M |
|
|
HZNP
758
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $171M | 0.02% |
1,501,384
-201,996
| -12% | -$23M |
|
759
Insulet
PODD
$23.8B
| $171M | 0.02% |
579,382
-42,025
| -7% | -$12.4M |
|
760
Pultegroup
PHM
$27.4B
| $171M | 0.02% |
3,745,286
+585,199
| +19% | +$26.6M |
|
761
iShares MSCI ACWI ex US ETF
ACWX
$6.81B
| $170M | 0.02% |
3,741,922
-454,977
| -11% | -$20.7M |
|
762
Texas Pacific Land
TPL
$21.6B
| $170M | 0.02% |
217,767
+63,594
| +41% | +$49.7M |
|
763
CoStar Group
CSGP
$36.9B
| $170M | 0.02% |
2,197,774
+466,075
| +27% | +$36M |
|
764
WIX.com
WIX
$9.44B
| $169M | 0.02% |
2,200,733
-571,255
| -21% | -$43.9M |
|
765
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
| $169M | 0.02% |
4,509,614
+22,827
| +0.5% | +$856K |
|
766
MPLX
MPLX
$51.8B
| $169M | 0.02% |
5,140,208
+744,323
| +17% | +$24.4M |
|
767
Textron
TXT
$14.7B
| $168M | 0.02% |
2,379,564
+236,373
| +11% | +$16.7M |
|
768
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.88B
| $168M | 0.02% |
2,344,275
+407,990
| +21% | +$29.2M |
|
769
PPL Corp
PPL
$26.6B
| $166M | 0.02% |
5,696,865
-814,850
| -13% | -$23.8M |
|
770
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $166M | 0.02% |
3,293,639
+698,571
| +27% | +$35.2M |
|
771
HSBC
HSBC
$239B
| $166M | 0.02% |
5,318,285
+109,003
| +2% | +$3.4M |
|
772
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $165M | 0.02% |
1,529,229
+459,708
| +43% | +$49.7M |
|
773
Manhattan Associates
MANH
$13.3B
| $165M | 0.02% |
1,361,946
+1,023,285
| +302% | +$124M |
|
774
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $165M | 0.02% |
3,451,723
-5,431,011
| -61% | -$260M |
|
775
VanEck Semiconductor ETF
SMH
$28.7B
| $165M | 0.02% |
1,621,682
+332,836
| +26% | +$33.8M |
|