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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZEN
801
DELISTED
ZENDESK INC
ZEN
| $110M | 0.01% |
759,035
+205,407
| +37% | +$29.6M |
|
802
iShares MSCI South Korea ETF
EWY
$5.47B
| $109M | 0.01% |
1,173,824
-275,094
| -19% | -$25.6M |
|
803
Huazhu Hotels Group
HTHT
$11.3B
| $109M | 0.01% |
2,070,466
+97,279
| +5% | +$5.14M |
|
|
FPF
804
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.18B
| $109M | 0.01% |
4,349,618
+41,269
| +1% | +$1.04M |
|
805
Infosys
INFY
$70.8B
| $109M | 0.01% |
5,150,143
-1,118,064
| -18% | -$23.7M |
|
806
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
| $108M | 0.01% |
1,969,594
+245,908
| +14% | +$13.5M |
|
807
Dollar Tree
DLTR
$20.3B
| $108M | 0.01% |
1,086,321
+648,157
| +148% | +$64.5M |
|
808
Royce Value Trust
RVT
$1.97B
| $108M | 0.01% |
5,692,295
-469,398
| -8% | -$8.9M |
|
809
Sanofi
SNY
$116B
| $108M | 0.01% |
2,050,465
-521,015
| -20% | -$27.4M |
|
810
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $108M | 0.01% |
1,767,106
-62,472
| -3% | -$3.81M |
|
811
Western Digital
WDC
$33.4B
| $108M | 0.01% |
2,000,051
+239,125
| +14% | +$12.9M |
|
812
The Mosaic Company
MOS
$10.7B
| $107M | 0.01% |
3,368,412
+403,397
| +14% | +$12.9M |
|
813
Cintas
CTAS
$82.4B
| $107M | 0.01% |
1,124,696
+152,988
| +16% | +$14.6M |
|
814
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $107M | 0.01% |
3,423,676
-499,828
| -13% | -$15.6M |
|
815
iShares Europe ETF
IEV
$2.35B
| $107M | 0.01% |
2,004,512
+28,114
| +1% | +$1.5M |
|
816
AppFolio
APPF
$10.1B
| $107M | 0.01% |
755,926
-477,041
| -39% | -$67.4M |
|
817
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $106M | 0.01% |
1,213,683
+69,144
| +6% | +$6.06M |
|
|
API
818
Agora
API
$351M
| $106M | 0.01% |
2,533,042
+428,532
| +20% | +$18M |
|
819
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $106M | 0.01% |
1,566,168
+228,949
| +17% | +$15.5M |
|
820
Xylem
XYL
$34.5B
| $106M | 0.01% |
883,660
+146,732
| +20% | +$17.6M |
|
821
Halliburton
HAL
$19B
| $106M | 0.01% |
4,581,072
+396,798
| +9% | +$9.17M |
|
822
GameStop
GME
$11.1B
| $106M | 0.01% |
1,975,400
+1,338,732
| +210% | +$71.7M |
|
823
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $106M | 0.01% |
1,360,988
+14,773
| +1% | +$1.15M |
|
824
Hewlett Packard
HPE
$32.8B
| $106M | 0.01% |
7,240,629
+2,190,804
| +43% | +$31.9M |
|
825
Kimco Realty
KIM
$15.2B
| $103M | 0.01% |
4,959,114
+1,131,265
| +30% | +$23.6M |
|