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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.76B
| $97.4M | 0.01% |
2,976,467
-63,051
| -2% | -$2.06M |
|
777
Church & Dwight Co
CHD
$22.7B
| $97.3M | 0.01% |
1,114,055
+214,598
| +24% | +$18.7M |
|
778
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
| $97.1M | 0.01% |
2,351,382
-6,621
| -0.3% | -$273K |
|
779
Evercore
EVR
$12.8B
| $96.8M | 0.01% |
734,958
+310,754
| +73% | +$40.9M |
|
780
Vanguard S&P 500 Growth ETF
VOOG
$19.7B
| $96.6M | 0.01% |
411,272
+15,607
| +4% | +$3.67M |
|
781
VICI Properties
VICI
$35.3B
| $96.4M | 0.01% |
3,413,865
+2,366,532
| +226% | +$66.8M |
|
782
Cheniere Energy
LNG
$52.1B
| $96.3M | 0.01% |
1,336,963
-357,048
| -21% | -$25.7M |
|
783
Vanguard Energy ETF
VDE
$7.34B
| $96.2M | 0.01% |
1,415,257
+289,584
| +26% | +$19.7M |
|
784
Hologic
HOLX
$14.6B
| $95.7M | 0.01% |
1,286,872
+336,033
| +35% | +$25M |
|
785
Canadian Pacific Kansas City
CP
$68.4B
| $95.6M | 0.01% |
1,260,560
-220,825
| -15% | -$16.8M |
|
786
Consolidated Edison
ED
$35B
| $95.4M | 0.01% |
1,274,854
-125,123
| -9% | -$9.36M |
|
787
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $95.3M | 0.01% |
1,858,494
+309,877
| +20% | +$15.9M |
|
788
Targa Resources
TRGP
$35.2B
| $95.3M | 0.01% |
3,000,251
+502,835
| +20% | +$16M |
|
789
Zebra Technologies
ZBRA
$15.6B
| $95.1M | 0.01% |
196,028
+17,560
| +10% | +$8.52M |
|
790
Tractor Supply
TSCO
$31B
| $94.9M | 0.01% |
2,680,060
-34,210
| -1% | -$1.21M |
|
791
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
| $94.9M | 0.01% |
1,494,291
+149,811
| +11% | +$9.51M |
|
792
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $94.8M | 0.01% |
2,968,407
+409,689
| +16% | +$13.1M |
|
793
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $94.8M | 0.01% |
1,144,539
+35,849
| +3% | +$2.97M |
|
794
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$431M
| $94.5M | 0.01% |
1,723,686
+2,902
| +0.2% | +$159K |
|
795
Xcel Energy
XEL
$42.8B
| $94.1M | 0.01% |
1,414,749
-408,247
| -22% | -$27.2M |
|
796
The Mosaic Company
MOS
$10.6B
| $93.7M | 0.01% |
2,965,015
+457,295
| +18% | +$14.5M |
|
797
Omnicom Group
OMC
$14.7B
| $93.2M | 0.01% |
1,256,534
-270,077
| -18% | -$20M |
|
798
Ameren
AEE
$26.8B
| $92.8M | 0.01% |
1,140,458
-249,194
| -18% | -$20.3M |
|
799
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $92.5M | 0.01% |
772,939
+484,420
| +168% | +$57.9M |
|
800
Davis Select International ETF
DINT
$250M
| $92.3M | 0.01% |
3,861,175
-200,645
| -5% | -$4.8M |
|