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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.16B
| $168M | 0.02% |
2,587,282
-226,849
| -8% | -$14.7M |
|
777
Snap-on
SNA
$17.2B
| $167M | 0.02% |
656,385
-36,228
| -5% | -$9.24M |
|
778
Invesco Large Cap Value ETF
PWV
$1.41B
| $167M | 0.02% |
3,575,713
-93,409
| -3% | -$4.37M |
|
779
NetApp
NTAP
$24.8B
| $167M | 0.02% |
2,204,951
-8,564
| -0.4% | -$650K |
|
780
Campbell Soup
CPB
$9.97B
| $167M | 0.02% |
4,060,326
+233,241
| +6% | +$9.58M |
|
781
Insulet
PODD
$24B
| $166M | 0.02% |
1,043,297
+332,194
| +47% | +$53M |
|
782
Skyworks Solutions
SWKS
$10.9B
| $166M | 0.02% |
1,685,513
+58,751
| +4% | +$5.79M |
|
783
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $165M | 0.02% |
2,687,351
-103,441
| -4% | -$6.36M |
|
784
Howmet Aerospace
HWM
$74.4B
| $165M | 0.02% |
3,570,586
+408,292
| +13% | +$18.9M |
|
785
Omnicom Group
OMC
$14.9B
| $165M | 0.02% |
2,209,894
+154,465
| +8% | +$11.5M |
|
786
Ares Management
ARES
$40.5B
| $165M | 0.02% |
1,599,529
+330,428
| +26% | +$34M |
|
787
DraftKings
DKNG
$22.5B
| $164M | 0.02% |
5,573,248
+230,528
| +4% | +$6.79M |
|
788
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $163M | 0.02% |
2,220,143
-797,772
| -26% | -$58.7M |
|
789
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $163M | 0.02% |
4,163,292
-511,286
| -11% | -$20.1M |
|
790
RELX
RELX
$84.2B
| $163M | 0.02% |
4,826,070
+117,228
| +2% | +$3.95M |
|
791
iShares US Medical Devices ETF
IHI
$4.3B
| $162M | 0.02% |
3,345,582
-647,645
| -16% | -$31.4M |
|
792
Waste Connections
WCN
$45.8B
| $162M | 0.02% |
1,202,759
-58,384
| -5% | -$7.84M |
|
793
Builders FirstSource
BLDR
$16.3B
| $162M | 0.02% |
1,297,317
+95,250
| +8% | +$11.9M |
|
794
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $161M | 0.02% |
1,045,155
+42,527
| +4% | +$6.54M |
|
795
Raymond James Financial
RJF
$33.9B
| $161M | 0.02% |
1,599,819
-274,305
| -15% | -$27.5M |
|
796
International Paper
IP
$24.5B
| $160M | 0.02% |
4,517,218
-366,554
| -8% | -$13M |
|
797
Real Estate Select Sector SPDR Fund
XLRE
$7.8B
| $160M | 0.02% |
4,700,238
-427,115
| -8% | -$14.6M |
|
798
Molina Healthcare
MOH
$10.3B
| $160M | 0.02% |
488,006
-52,621
| -10% | -$17.3M |
|
799
Healthpeak Properties
DOC
$12.4B
| $160M | 0.02% |
8,711,771
+120,492
| +1% | +$2.21M |
|
|
B
800
Barrick Mining Corporation
B
$50B
| $159M | 0.02% |
10,959,447
+2,608,701
| +31% | +$38M |
|