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
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Cincinnati Financial
CINF
$24.5B
| $112M | 0.02% |
1,249,874
+79,251
| +7% | +$7.1M |
|
827
Gen Digital
GEN
$18.3B
| $112M | 0.02% |
5,553,010
-822,037
| -13% | -$16.6M |
|
828
TAL Education Group
TAL
$6.54B
| $112M | 0.02% |
22,577,622
-139,486
| -0.6% | -$689K |
|
829
SolarEdge
SEDG
$1.75B
| $111M | 0.02% |
480,476
+33,399
| +7% | +$7.73M |
|
830
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $111M | 0.02% |
1,238,222
-69,589
| -5% | -$6.24M |
|
831
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$738M
| $111M | 0.02% |
1,870,060
+404,184
| +28% | +$24M |
|
832
Telus
TU
$24.4B
| $111M | 0.02% |
5,568,932
-1,632,572
| -23% | -$32.4M |
|
833
FTAI Aviation
FTAI
$17.4B
| $110M | 0.02% |
7,364,309
-492,044
| -6% | -$7.38M |
|
834
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
| $110M | 0.02% |
10,397,436
-326,323
| -3% | -$3.46M |
|
835
Palantir
PLTR
$390B
| $110M | 0.01% |
13,475,330
+1,271,546
| +10% | +$10.3M |
|
836
Bank of Montreal
BMO
$90.8B
| $110M | 0.01% |
1,249,977
-392,046
| -24% | -$34.4M |
|
837
iShares Global Clean Energy ETF
ICLN
$1.59B
| $109M | 0.01% |
5,723,210
-173,959
| -3% | -$3.32M |
|
838
LKQ Corp
LKQ
$8.47B
| $109M | 0.01% |
2,316,055
-44,130
| -2% | -$2.08M |
|
839
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.9B
| $109M | 0.01% |
2,368,492
-172,160
| -7% | -$7.91M |
|
840
KT
KT
$9.67B
| $109M | 0.01% |
8,891,616
-430,942
| -5% | -$5.27M |
|
|
ZEN
841
DELISTED
ZENDESK INC
ZEN
| $108M | 0.01% |
1,425,250
+389,993
| +38% | +$29.7M |
|
842
Everest Group
EG
$14.6B
| $108M | 0.01% |
412,114
-52,728
| -11% | -$13.8M |
|
843
Credicorp
BAP
$21.2B
| $108M | 0.01% |
880,303
+604,162
| +219% | +$74.2M |
|
844
NiSource
NI
$19.4B
| $108M | 0.01% |
4,284,114
-1,102,486
| -20% | -$27.8M |
|
845
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.96B
| $108M | 0.01% |
1,473,300
-428,407
| -23% | -$31.4M |
|
846
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $108M | 0.01% |
2,684,813
-75,567
| -3% | -$3.04M |
|
847
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
| $108M | 0.01% |
6,876,715
+430,063
| +7% | +$6.73M |
|
848
iShares MSCI Canada ETF
EWC
$3.28B
| $108M | 0.01% |
3,500,744
+622,693
| +22% | +$19.2M |
|
849
Fortune Brands Innovations
FBIN
$7.29B
| $108M | 0.01% |
2,343,270
+182,846
| +8% | +$8.39M |
|
850
Western Digital
WDC
$33.4B
| $107M | 0.01% |
4,357,099
-619,519
| -12% | -$15.2M |
|