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 | |
|---|---|---|---|---|---|---|
801
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $153M | 0.02% |
3,894,053
+377,564
| +11% | +$14.9M |
|
802
C.H. Robinson
CHRW
$15.5B
| $153M | 0.02% |
1,673,593
+51,290
| +3% | +$4.7M |
|
803
Bath & Body Works
BBWI
$5.75B
| $152M | 0.02% |
3,612,013
+1,369,235
| +61% | +$57.7M |
|
804
Okta
OKTA
$16.2B
| $152M | 0.02% |
2,221,091
+194,122
| +10% | +$13.3M |
|
805
Incyte
INCY
$16.8B
| $152M | 0.02% |
1,886,916
+416,160
| +28% | +$33.4M |
|
806
Dorman Products
DORM
$5B
| $151M | 0.02% |
1,872,736
+1,662,313
| +790% | +$134M |
|
807
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.88B
| $151M | 0.02% |
1,698,191
+143,892
| +9% | +$12.8M |
|
808
AB InBev
BUD
$115B
| $151M | 0.02% |
2,510,014
+181,496
| +8% | +$10.9M |
|
809
LPL Financial
LPLA
$27.8B
| $150M | 0.02% |
694,425
+239,867
| +53% | +$51.9M |
|
810
NIO
NIO
$13.6B
| $150M | 0.02% |
15,364,271
+2,437,711
| +19% | +$23.8M |
|
811
iShare MSCI Eurozone ETF
EZU
$7.98B
| $149M | 0.02% |
3,766,835
-299,929
| -7% | -$11.8M |
|
812
SPDR S&P Homebuilders ETF
XHB
$1.96B
| $148M | 0.02% |
2,460,920
-2,551,952
| -51% | -$154M |
|
813
NRG Energy
NRG
$30.5B
| $148M | 0.02% |
4,653,265
+192,435
| +4% | +$6.12M |
|
814
Revvity
RVTY
$9.95B
| $148M | 0.02% |
1,054,389
+211,659
| +25% | +$29.7M |
|
815
iShares MSCI Brazil ETF
EWZ
$5.55B
| $147M | 0.02% |
5,265,070
-2,152,151
| -29% | -$60.2M |
|
816
Garmin
GRMN
$46.4B
| $147M | 0.02% |
1,594,281
+182,957
| +13% | +$16.9M |
|
|
ENV
817
DELISTED
ENVESTNET, INC.
ENV
| $146M | 0.02% |
2,372,696
+2,113,652
| +816% | +$130M |
|
818
Howmet Aerospace
HWM
$74.3B
| $146M | 0.02% |
3,704,134
-1,119,665
| -23% | -$44.1M |
|
819
AGCO
AGCO
$8.15B
| $146M | 0.02% |
1,050,000
+103,628
| +11% | +$14.4M |
|
820
SPDR Gold MiniShares Trust
GLDM
$19.8B
| $146M | 0.02% |
4,021,115
-1,286,027
| -24% | -$46.5M |
|
821
Qiagen
QGEN
$9.99B
| $145M | 0.02% |
2,745,732
+124,935
| +5% | +$6.61M |
|
|
B
822
Barrick Mining Corporation
B
$50.2B
| $145M | 0.02% |
8,420,965
-907,725
| -10% | -$15.6M |
|
823
Skyworks Solutions
SWKS
$11.1B
| $143M | 0.02% |
1,572,399
-113,180
| -7% | -$10.3M |
|
824
FIVE9
FIVN
$2.02B
| $143M | 0.02% |
2,107,977
+1,658,103
| +369% | +$113M |
|
825
Invesco Senior Loan ETF
BKLN
$6.88B
| $143M | 0.02% |
6,956,606
-3,149,022
| -31% | -$64.6M |
|