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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
iShares Europe ETF
IEV
$2.32B
| $98.5M | 0.01% |
1,961,299
-110,098
| -5% | -$5.53M |
|
877
Skyworks Solutions
SWKS
$10.9B
| $98.5M | 0.01% |
739,045
-44,867
| -6% | -$5.98M |
|
878
VanEck Junior Gold Miners ETF
GDXJ
$7.39B
| $97.9M | 0.01% |
2,088,820
-832,329
| -28% | -$39M |
|
879
BlackLine
BL
$3.32B
| $97.6M | 0.01% |
1,332,767
+130,068
| +11% | +$9.52M |
|
880
Interpublic Group of Companies
IPG
$9.51B
| $97.5M | 0.01% |
2,750,214
+404,430
| +17% | +$14.3M |
|
881
Huntington Bancshares
HBAN
$25.8B
| $97.4M | 0.01% |
6,660,063
-100,579
| -1% | -$1.47M |
|
882
iQIYI
IQ
$2.5B
| $97.3M | 0.01% |
21,425,917
-1,717,737
| -7% | -$7.8M |
|
883
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.84B
| $97.3M | 0.01% |
785,006
+39,335
| +5% | +$4.87M |
|
884
Vanguard S&P 500 Value ETF
VOOV
$5.66B
| $97.2M | 0.01% |
645,259
+81,518
| +14% | +$12.3M |
|
885
Best Buy
BBY
$16.1B
| $96.9M | 0.01% |
1,066,549
-59,793
| -5% | -$5.44M |
|
|
BSCN
886
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $96.6M | 0.01% |
4,576,005
-47,024
| -1% | -$992K |
|
887
VF Corp
VFC
$5.85B
| $96.2M | 0.01% |
1,692,565
-156,578
| -8% | -$8.9M |
|
888
Novo Nordisk
NVO
$242B
| $96.1M | 0.01% |
1,731,378
-150,226
| -8% | -$8.34M |
|
889
SPDR Portfolio S&P 500 ETF
SPLG
$85.1B
| $95.9M | 0.01% |
1,805,164
-521,135
| -22% | -$27.7M |
|
890
Hormel Foods
HRL
$13.7B
| $95.9M | 0.01% |
1,860,812
-50,692
| -3% | -$2.61M |
|
891
CyberArk
CYBR
$23.6B
| $95.9M | 0.01% |
568,160
-86,776
| -13% | -$14.6M |
|
892
AdaptHealth
AHCO
$1.24B
| $95.8M | 0.01% |
5,975,876
+5,904,504
| +8,273% | +$94.6M |
|
893
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $95.7M | 0.01% |
1,909,383
-132,745
| -7% | -$6.65M |
|
894
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.25B
| $95.5M | 0.01% |
895,298
-238,721
| -21% | -$25.5M |
|
895
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
| $95.4M | 0.01% |
3,734,877
+285,588
| +8% | +$7.29M |
|
896
NCR Voyix
VYX
$1.73B
| $94.8M | 0.01% |
3,843,599
-289,171
| -7% | -$7.13M |
|
897
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $94.3M | 0.01% |
1,998,048
+294,225
| +17% | +$13.9M |
|
898
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $94.2M | 0.01% |
2,143,212
-252,934
| -11% | -$11.1M |
|
899
JB Hunt Transport Services
JBHT
$13.3B
| $94.2M | 0.01% |
468,966
+240,727
| +105% | +$48.3M |
|
900
Intellia Therapeutics
NTLA
$1.21B
| $94.1M | 0.01% |
1,294,999
-228,254
| -15% | -$16.6M |
|