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
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Zoom
ZM
$25.4B
| $174M | 0.02% |
2,351,581
-317,576
| -12% | -$23.4M |
|
752
iShare MSCI Eurozone ETF
EZU
$7.92B
| $173M | 0.02% |
3,847,970
+81,135
| +2% | +$3.66M |
|
753
Invesco Senior Loan ETF
BKLN
$6.88B
| $173M | 0.02% |
8,303,229
+1,346,623
| +19% | +$28M |
|
754
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $173M | 0.02% |
3,480,298
-88,952
| -2% | -$4.41M |
|
755
Huntington Bancshares
HBAN
$25.9B
| $173M | 0.02% |
15,406,966
+129,892
| +0.9% | +$1.45M |
|
|
AY
756
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $172M | 0.02% |
5,828,787
+1,532,165
| +36% | +$45.3M |
|
757
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.95B
| $172M | 0.02% |
1,164,899
-168,416
| -13% | -$24.9M |
|
758
Insulet
PODD
$23.8B
| $172M | 0.02% |
539,793
-39,589
| -7% | -$12.6M |
|
759
Alcoa
AA
$8.25B
| $172M | 0.02% |
4,043,626
+1,135,119
| +39% | +$48.3M |
|
|
ENV
760
DELISTED
ENVESTNET, INC.
ENV
| $172M | 0.02% |
2,929,493
+556,797
| +23% | +$32.7M |
|
761
iShares Core MSCI Europe ETF
IEUR
$6.89B
| $171M | 0.02% |
3,274,068
-342,232
| -9% | -$17.9M |
|
762
SPDR Euro Stoxx 50 ETF
FEZ
$4.55B
| $171M | 0.02% |
3,815,222
-167,808
| -4% | -$7.53M |
|
763
Etsy
ETSY
$5.56B
| $171M | 0.02% |
1,536,809
+3,605
| +0.2% | +$401K |
|
764
Dorman Products
DORM
$4.87B
| $171M | 0.02% |
1,980,480
+107,744
| +6% | +$9.29M |
|
|
CTLT
765
DELISTED
CATALENT, INC.
CTLT
| $170M | 0.02% |
2,591,070
+167,635
| +7% | +$11M |
|
766
AB InBev
BUD
$115B
| $169M | 0.02% |
2,539,397
+29,383
| +1% | +$1.96M |
|
767
Snap-on
SNA
$17B
| $169M | 0.02% |
685,461
-72,956
| -10% | -$18M |
|
768
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$706M
| $169M | 0.02% |
5,778,779
-1,120,424
| -16% | -$32.7M |
|
769
Bunge Global
BG
$16.4B
| $169M | 0.02% |
1,766,536
-9,179
| -0.5% | -$877K |
|
770
Brown-Forman Class B
BF.B
$13B
| $168M | 0.02% |
2,621,391
-224,136
| -8% | -$14.4M |
|
771
Interpublic Group of Companies
IPG
$9.64B
| $168M | 0.02% |
4,523,985
-361,791
| -7% | -$13.5M |
|
772
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $168M | 0.02% |
2,370,873
+26,598
| +1% | +$1.88M |
|
773
Neurocrine Biosciences
NBIX
$14.1B
| $168M | 0.02% |
1,654,893
-393,192
| -19% | -$39.8M |
|
774
Garmin
GRMN
$45.8B
| $167M | 0.02% |
1,658,473
+64,192
| +4% | +$6.48M |
|
775
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.71B
| $167M | 0.02% |
8,601,042
+885,893
| +11% | +$17.2M |
|