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 | |
|---|---|---|---|---|---|---|
776
Textron
TXT
$14.4B
| $166M | 0.02% |
2,347,404
-32,160
| -1% | -$2.27M |
|
777
Crocs
CROX
$4.43B
| $166M | 0.02% |
1,310,768
+10,000
| +0.8% | +$1.26M |
|
778
Alexandria Real Estate Equities
ARE
$14.3B
| $166M | 0.02% |
1,318,058
+59,483
| +5% | +$7.47M |
|
779
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $165M | 0.02% |
3,262,103
-48,443
| -1% | -$2.45M |
|
780
STMicroelectronics
STM
$23B
| $165M | 0.02% |
3,088,093
+787,436
| +34% | +$42.1M |
|
781
Invesco Large Cap Value ETF
PWV
$1.4B
| $165M | 0.02% |
3,644,705
-116,414
| -3% | -$5.27M |
|
782
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
| $164M | 0.02% |
1,632,951
-65,240
| -4% | -$6.57M |
|
783
Invesco S&P 500 Revenue ETF
RWL
$6.48B
| $164M | 0.02% |
2,153,749
+258,841
| +14% | +$19.7M |
|
784
Las Vegas Sands
LVS
$37.4B
| $164M | 0.02% |
2,848,426
+133,873
| +5% | +$7.69M |
|
785
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $163M | 0.02% |
3,187,215
-920,673
| -22% | -$47.2M |
|
786
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $163M | 0.02% |
9,742,566
+100,579
| +1% | +$1.68M |
|
787
Northern Trust
NTRS
$24.2B
| $163M | 0.02% |
1,850,045
-164,729
| -8% | -$14.5M |
|
788
American Homes 4 Rent
AMH
$12.7B
| $163M | 0.02% |
5,171,650
+3,822
| +0.1% | +$120K |
|
789
Monolithic Power Systems
MPWR
$41B
| $162M | 0.02% |
324,309
-58,101
| -15% | -$29.1M |
|
790
Axon Enterprise
AXON
$58.7B
| $162M | 0.02% |
719,963
-691,724
| -49% | -$156M |
|
791
Zebra Technologies
ZBRA
$15.6B
| $162M | 0.02% |
508,034
-11,921
| -2% | -$3.79M |
|
792
Braze
BRZE
$3.35B
| $160M | 0.02% |
4,629,391
-363,292
| -7% | -$12.6M |
|
793
Carnival Corp
CCL
$42.5B
| $159M | 0.02% |
15,712,591
+1,669,558
| +12% | +$16.9M |
|
794
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $159M | 0.02% |
3,925,477
+31,424
| +0.8% | +$1.27M |
|
795
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $159M | 0.02% |
3,866,382
+688,640
| +22% | +$28.3M |
|
796
Everest Group
EG
$14.3B
| $158M | 0.02% |
442,517
+11,513
| +3% | +$4.12M |
|
797
TAL Education Group
TAL
$6.37B
| $158M | 0.02% |
24,687,027
+8,361,920
| +51% | +$53.6M |
|
798
Royal Caribbean
RCL
$92.8B
| $158M | 0.02% |
2,421,393
-374,175
| -13% | -$24.4M |
|
799
Fidelity National Financial
FNF
$16.2B
| $158M | 0.02% |
4,526,400
+2,257,354
| +99% | +$78.8M |
|
800
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $157M | 0.02% |
2,342,341
+203,109
| +9% | +$13.6M |
|