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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PDO
776
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
| $116M | 0.02% |
4,994,912
+941,923
| +23% | +$21.8M |
|
777
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $116M | 0.02% |
1,347,066
-97,072
| -7% | -$8.34M |
|
778
Cardinal Health
CAH
$36.4B
| $115M | 0.02% |
2,020,207
+643,723
| +47% | +$36.7M |
|
779
Davis Select US Equity ETF
DUSA
$800M
| $115M | 0.02% |
3,259,526
+20,334
| +0.6% | +$717K |
|
780
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
| $115M | 0.02% |
1,186,401
+123,388
| +12% | +$11.9M |
|
781
Sensata Technologies
ST
$4.69B
| $114M | 0.02% |
1,969,420
+280,996
| +17% | +$16.3M |
|
782
SPDR Gold MiniShares Trust
GLDM
$19.8B
| $114M | 0.02% |
3,238,683
-1,512,008
| -32% | -$53.3M |
|
783
Schwab International Equity ETF
SCHF
$51.5B
| $113M | 0.02% |
5,753,156
+41,584
| +0.7% | +$820K |
|
784
Xcel Energy
XEL
$43.1B
| $113M | 0.02% |
1,722,222
+307,473
| +22% | +$20.3M |
|
785
Live Nation Entertainment
LYV
$40.4B
| $113M | 0.01% |
1,292,478
+763,955
| +145% | +$66.9M |
|
786
Intellia Therapeutics
NTLA
$1.23B
| $113M | 0.01% |
697,723
+192,393
| +38% | +$31.2M |
|
787
Caesars Entertainment
CZR
$5.39B
| $113M | 0.01% |
1,088,048
+538,431
| +98% | +$55.9M |
|
788
Synopsys
SNPS
$81.4B
| $113M | 0.01% |
408,134
+87,977
| +27% | +$24.3M |
|
789
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3B
| $113M | 0.01% |
1,190,499
+84,506
| +8% | +$7.99M |
|
790
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $112M | 0.01% |
428,502
+17,230
| +4% | +$4.52M |
|
791
Amicus Therapeutics
FOLD
$2.47B
| $112M | 0.01% |
11,659,782
+1,693,217
| +17% | +$16.3M |
|
792
WEC Energy
WEC
$35.3B
| $112M | 0.01% |
1,256,007
+81,598
| +7% | +$7.26M |
|
793
iShares US Transportation ETF
IYT
$611M
| $112M | 0.01% |
1,716,992
+25,604
| +2% | +$1.66M |
|
794
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $111M | 0.01% |
1,655,976
+11,688
| +0.7% | +$787K |
|
795
8x8 Inc
EGHT
$303M
| $111M | 0.01% |
4,009,264
+1,204,896
| +43% | +$33.4M |
|
796
Snap-on
SNA
$17.3B
| $111M | 0.01% |
495,621
+225,521
| +83% | +$50.4M |
|
797
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $111M | 0.01% |
2,509,103
+157,721
| +7% | +$6.96M |
|
|
SYNH
798
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $110M | 0.01% |
1,233,132
+461,907
| +60% | +$41.3M |
|
799
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $110M | 0.01% |
3,337,936
+369,529
| +12% | +$12.2M |
|
|
EVV
800
Eaton Vance Limited Duration Income Fund
EVV
$1.19B
| $110M | 0.01% |
8,273,952
+207,147
| +3% | +$2.75M |
|