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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.25B
| $132M | 0.02% |
5,291,457
-283,138
| -5% | -$7.05M |
|
|
WRK
777
DELISTED
WestRock Company
WRK
| $131M | 0.02% |
3,276,193
+1,038,711
| +46% | +$41.4M |
|
778
Unum
UNM
$12.8B
| $131M | 0.02% |
3,836,163
+2,274,865
| +146% | +$77.4M |
|
779
Teradyne
TER
$18.4B
| $130M | 0.02% |
1,457,272
+623,763
| +75% | +$55.9M |
|
780
Vanguard Consumer Staples ETF
VDC
$7.64B
| $130M | 0.02% |
703,903
+29,734
| +4% | +$5.51M |
|
781
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $130M | 0.02% |
3,055,410
+761,533
| +33% | +$32.5M |
|
782
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.88B
| $130M | 0.02% |
1,493,233
+81,104
| +6% | +$7.08M |
|
783
Everest Group
EG
$14.6B
| $130M | 0.02% |
464,842
+206,879
| +80% | +$58M |
|
784
KT
KT
$9.67B
| $130M | 0.02% |
9,322,558
+65,779
| +0.7% | +$918K |
|
785
Molson Coors Class B
TAP
$9.71B
| $130M | 0.02% |
2,384,251
+1,435,229
| +151% | +$78.2M |
|
786
MPLX
MPLX
$51.8B
| $130M | 0.02% |
4,454,350
-580,861
| -12% | -$16.9M |
|
787
FTAI Aviation
FTAI
$17.4B
| $130M | 0.02% |
7,856,353
-147,212
| -2% | -$2.43M |
|
788
SPDR S&P Insurance ETF
KIE
$830M
| $130M | 0.02% |
3,425,008
+2,010,181
| +142% | +$76.1M |
|
789
Plug Power
PLUG
$1.74B
| $130M | 0.02% |
7,823,316
+983,685
| +14% | +$16.3M |
|
790
Telefonica
TEF
$30.3B
| $129M | 0.02% |
25,196,785
+6,160,483
| +32% | +$31.6M |
|
|
TTM
791
DELISTED
Tata Motors Limited
TTM
| $129M | 0.02% |
4,990,357
+2,974,769
| +148% | +$77M |
|
|
NFJ
792
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
| $129M | 0.02% |
11,154,730
+7,032,210
| +171% | +$81.2M |
|
793
Royal Caribbean
RCL
$95.1B
| $128M | 0.02% |
3,673,862
+1,577,723
| +75% | +$55.1M |
|
794
Atlassian
TEAM
$46.4B
| $128M | 0.02% |
684,082
+255,691
| +60% | +$47.9M |
|
795
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.88B
| $128M | 0.02% |
1,898,427
+46,580
| +3% | +$3.14M |
|
796
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $128M | 0.02% |
2,508,002
-888,142
| -26% | -$45.3M |
|
797
Zions Bancorporation
ZION
$8.6B
| $128M | 0.02% |
2,507,471
+2,147,028
| +596% | +$109M |
|
798
Robert Half
RHI
$3.7B
| $128M | 0.02% |
1,704,026
+795,126
| +87% | +$59.5M |
|
799
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$241M
| $127M | 0.02% |
3,277,401
+99,798
| +3% | +$3.87M |
|
800
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
| $126M | 0.02% |
10,723,759
+4,685,321
| +78% | +$55.1M |
|