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 |
XYZ
Block, Inc.
XYZ
|
+$2.09B |
| 2 |
Procter & Gamble
PG
|
+$1.04B |
| 3 |
Zoom
ZM
|
+$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$693M |
| 5 |
Datadog
DDOG
|
+$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.34B |
| 2 |
ServiceNow
NOW
|
+$1B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$847M |
| 4 |
Apple
AAPL
|
+$846M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$791M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $54.6M | 0.01% |
1,256,503
+71,842
| +6% | +$3.12M |
|
802
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $54.6M | 0.01% |
3,895,371
-744,475
| -16% | -$10.4M |
|
|
IPHI
803
DELISTED
INPHI CORPORATION
IPHI
| $54.3M | 0.01% |
462,137
-339,296
| -42% | -$39.9M |
|
804
Insulet
PODD
$24B
| $54.2M | 0.01% |
279,104
-9,276
| -3% | -$1.8M |
|
805
Cognex
CGNX
$7.47B
| $54.2M | 0.01% |
907,554
+714,725
| +371% | +$42.7M |
|
806
Appian
APPN
$2.28B
| $54M | 0.01% |
1,053,585
+449,393
| +74% | +$23M |
|
807
Vanguard Global ex-US Real Estate ETF
VNQI
$3.63B
| $53.9M | 0.01% |
1,156,213
-155,225
| -12% | -$7.24M |
|
|
PSXP
808
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $53.7M | 0.01% |
1,489,012
+681,296
| +84% | +$24.6M |
|
809
Alcon
ALC
$38.8B
| $53.6M | 0.01% |
935,797
-53,115
| -5% | -$3.04M |
|
810
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $53.6M | 0.01% |
1,473,620
-330,043
| -18% | -$12M |
|
811
Lincoln National
LNC
$8.02B
| $53.5M | 0.01% |
1,455,045
+173,429
| +14% | +$6.38M |
|
812
Cadence Design Systems
CDNS
$93.6B
| $53.5M | 0.01% |
557,471
+275,898
| +98% | +$26.5M |
|
813
Cardlytics
CDLX
$58M
| $53.4M | 0.01% |
763,181
+454,705
| +147% | +$31.8M |
|
814
Lumen
LUMN
$6.2B
| $53.3M | 0.01% |
5,311,278
-1,234,819
| -19% | -$12.4M |
|
815
Xylem
XYL
$34.6B
| $53M | 0.01% |
815,915
+195,188
| +31% | +$12.7M |
|
816
Schneider National
SNDR
$4.22B
| $52.9M | 0.01% |
2,145,586
+124,593
| +6% | +$3.07M |
|
817
Capri Holdings
CPRI
$2.49B
| $52.9M | 0.01% |
3,385,426
+456,001
| +16% | +$7.13M |
|
818
CarMax
KMX
$9.02B
| $52.8M | 0.01% |
589,118
-130,216
| -18% | -$11.7M |
|
819
ProShares Short Russell2000
RWM
$125M
| $52.4M | 0.01% |
1,447,029
+484,883
| +50% | +$17.5M |
|
820
Ally Financial
ALLY
$13B
| $52.2M | 0.01% |
2,630,819
+1,788,670
| +212% | +$35.5M |
|
821
Beyond Meat
BYND
$202M
| $52M | 0.01% |
388,011
+67,097
| +21% | +$8.99M |
|
822
Dover
DOV
$23.8B
| $51.8M | 0.01% |
536,930
-33,566
| -6% | -$3.24M |
|
823
Sprott Physical Gold
PHYS
$13B
| $51.8M | 0.01% |
3,620,817
+935,960
| +35% | +$13.4M |
|
824
Skyworks Solutions
SWKS
$10.9B
| $51.4M | 0.01% |
401,712
-44,500
| -10% | -$5.69M |
|
825
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $51.3M | 0.01% |
1,112,540
-106,688
| -9% | -$4.92M |
|