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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Blackstone Mortgage Trust
BXMT
$3.41B
| $81.8M | 0.01% |
2,638,900
-76,232
| -3% | -$2.36M |
|
877
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $81.7M | 0.01% |
2,665,402
+405,207
| +18% | +$12.4M |
|
878
Futu Holdings
FUTU
$25.3B
| $81.7M | 0.01% |
514,133
+374,732
| +269% | +$59.5M |
|
879
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.91B
| $81.6M | 0.01% |
1,295,208
+209,694
| +19% | +$13.2M |
|
|
PDO
880
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
| $81.3M | 0.01% |
+4,052,989
| New | +$81.3M |
|
881
Cleveland-Cliffs
CLF
$5.62B
| $81.3M | 0.01% |
4,043,991
-617,965
| -13% | -$12.4M |
|
882
Avis
CAR
$5.48B
| $81.2M | 0.01% |
1,119,983
+646,253
| +136% | +$46.9M |
|
883
ENI
E
$53B
| $81.1M | 0.01% |
3,280,850
-201,815
| -6% | -$4.99M |
|
884
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.34B
| $80.5M | 0.01% |
1,516,214
+157,878
| +12% | +$8.38M |
|
885
Riot Platforms
RIOT
$6.06B
| $80.3M | 0.01% |
1,507,650
+736,251
| +95% | +$39.2M |
|
|
BSCN
886
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $79.7M | 0.01% |
3,662,547
+450,499
| +14% | +$9.81M |
|
887
iShares CMBS ETF
CMBS
$466M
| $79.7M | 0.01% |
1,480,195
+553,134
| +60% | +$29.8M |
|
888
Nasdaq
NDAQ
$54.3B
| $79.7M | 0.01% |
1,620,423
-178,776
| -10% | -$8.79M |
|
889
Hewlett Packard
HPE
$32.2B
| $79.5M | 0.01% |
5,049,825
+2,931,294
| +138% | +$46.1M |
|
890
Global X Conscious Companies ETF
KRMA
$684M
| $79.4M | 0.01% |
2,725,242
+3,241
| +0.1% | +$94.5K |
|
891
Whirlpool
WHR
$5.24B
| $79.4M | 0.01% |
360,516
-54,617
| -13% | -$12M |
|
892
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $79.4M | 0.01% |
1,851,151
+375,148
| +25% | +$16.1M |
|
893
Synopsys
SNPS
$71.8B
| $79.3M | 0.01% |
320,157
-96,921
| -23% | -$24M |
|
894
KT
KT
$9.52B
| $79M | 0.01% |
6,349,387
-1,316,183
| -17% | -$16.4M |
|
895
C3.ai
AI
$2.15B
| $78.8M | 0.01% |
1,196,102
+959,389
| +405% | +$63.2M |
|
896
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $78.7M | 0.01% |
1,972,506
-574,849
| -23% | -$22.9M |
|
897
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.4B
| $78.7M | 0.01% |
5,311,235
-236,838
| -4% | -$3.51M |
|
898
Insulet
PODD
$23.8B
| $78.6M | 0.01% |
301,274
-49,996
| -14% | -$13M |
|
|
IPHI
899
DELISTED
INPHI CORPORATION
IPHI
| $78.6M | 0.01% |
440,331
-35,515
| -7% | -$6.34M |
|
900
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.3B
| $78.1M | 0.01% |
930,405
+447,101
| +93% | +$37.5M |
|