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 | |
|---|---|---|---|---|---|---|
776
Molina Healthcare
MOH
$10.2B
| $165M | 0.02% |
498,190
+104,878
| +27% | +$34.6M |
|
777
VF Corp
VFC
$6.05B
| $164M | 0.02% |
5,955,905
+2,158,080
| +57% | +$59.6M |
|
778
Cboe Global Markets
CBOE
$24.7B
| $164M | 0.02% |
1,310,493
+608,728
| +87% | +$76.4M |
|
779
Caesars Entertainment
CZR
$5.39B
| $164M | 0.02% |
3,949,158
-1,868,146
| -32% | -$77.7M |
|
780
BorgWarner
BWA
$9.6B
| $164M | 0.02% |
4,636,127
+292,673
| +7% | +$10.4M |
|
781
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.92B
| $164M | 0.02% |
1,333,315
-204,168
| -13% | -$25.1M |
|
782
Interpublic Group of Companies
IPG
$9.78B
| $163M | 0.02% |
4,885,776
+1,108,179
| +29% | +$36.9M |
|
783
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $163M | 0.02% |
3,310,546
+46,035
| +1% | +$2.26M |
|
784
Unum
UNM
$12.8B
| $162M | 0.02% |
3,948,970
-2,955
| -0.1% | -$121K |
|
|
ABB
785
DELISTED
ABB Ltd.
ABB
| $162M | 0.02% |
5,316,270
+295,580
| +6% | +$9M |
|
786
Vanguard Utilities ETF
VPU
$7.33B
| $160M | 0.02% |
1,042,156
+48,444
| +5% | +$7.43M |
|
787
Nexstar Media Group
NXST
$6.25B
| $159M | 0.02% |
909,393
-20,506
| -2% | -$3.59M |
|
788
RH
RH
$4.27B
| $159M | 0.02% |
594,574
+352,456
| +146% | +$94.2M |
|
789
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $158M | 0.02% |
6,423,057
-373,322
| -5% | -$9.2M |
|
790
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
| $158M | 0.02% |
4,885,411
+2,238,313
| +85% | +$72.5M |
|
791
W.P. Carey
WPC
$15B
| $158M | 0.02% |
2,060,561
+180,514
| +10% | +$13.8M |
|
792
Plains All American Pipeline
PAA
$12.2B
| $157M | 0.02% |
13,389,097
+3,915,370
| +41% | +$46M |
|
793
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $157M | 0.02% |
7,715,149
+161,496
| +2% | +$3.29M |
|
794
PG&E
PCG
$34.6B
| $157M | 0.02% |
9,637,616
-7,306,005
| -43% | -$119M |
|
795
Celanese
CE
$5.13B
| $156M | 0.02% |
1,530,505
+114,087
| +8% | +$11.7M |
|
796
American Homes 4 Rent
AMH
$12.8B
| $156M | 0.02% |
5,167,828
+249,321
| +5% | +$7.51M |
|
797
Marvell Technology
MRVL
$57.4B
| $156M | 0.02% |
4,201,561
+602,893
| +17% | +$22.3M |
|
798
Avery Dennison
AVY
$13.1B
| $155M | 0.02% |
856,885
+237,539
| +38% | +$43M |
|
799
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $154M | 0.02% |
3,983,030
+791,030
| +25% | +$30.6M |
|
800
BCE
BCE
$22.7B
| $153M | 0.02% |
3,489,049
-540,609
| -13% | -$23.8M |
|