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
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
AGCO
AGCO
$8.02B
| $138M | 0.01% |
1,024,284
-25,716
| -2% | -$3.48M |
|
877
Alliant Energy
LNT
$16.4B
| $138M | 0.01% |
2,589,126
+83,228
| +3% | +$4.44M |
|
878
Match Group
MTCH
$9.12B
| $138M | 0.01% |
3,599,807
-995,209
| -22% | -$38.2M |
|
879
Host Hotels & Resorts
HST
$12.1B
| $137M | 0.01% |
8,330,583
+802,937
| +11% | +$13.2M |
|
880
Incyte
INCY
$16.8B
| $137M | 0.01% |
1,898,857
+11,941
| +0.6% | +$863K |
|
|
BSCO
881
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $137M | 0.01% |
6,661,850
+1,097,055
| +20% | +$22.6M |
|
882
Molina Healthcare
MOH
$9.71B
| $137M | 0.01% |
512,786
+14,596
| +3% | +$3.9M |
|
883
Middleby
MIDD
$6.99B
| $137M | 0.01% |
933,642
-28,326
| -3% | -$4.15M |
|
884
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $137M | 0.01% |
4,680,832
-151,644
| -3% | -$4.43M |
|
885
Carvana
CVNA
$50.4B
| $136M | 0.01% |
13,911,227
-171,926
| -1% | -$1.68M |
|
886
SPDR Portfolio S&P 500 ETF
SPLG
$85.1B
| $136M | 0.01% |
2,818,483
+50,770
| +2% | +$2.44M |
|
887
Exact Sciences
EXAS
$10.4B
| $136M | 0.01% |
1,998,854
+67,498
| +3% | +$4.58M |
|
888
C.H. Robinson
CHRW
$15.1B
| $135M | 0.01% |
1,361,427
-312,166
| -19% | -$31M |
|
889
Avery Dennison
AVY
$12.8B
| $135M | 0.01% |
755,937
-100,948
| -12% | -$18.1M |
|
890
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.33B
| $135M | 0.01% |
7,176,723
+3,064,389
| +75% | +$57.7M |
|
891
Plains All American Pipeline
PAA
$12.2B
| $135M | 0.01% |
10,800,142
-2,588,955
| -19% | -$32.3M |
|
892
EQT Corp
EQT
$31.9B
| $135M | 0.01% |
4,218,460
-1,440,685
| -25% | -$46M |
|
893
Twilio
TWLO
$16B
| $134M | 0.01% |
2,009,444
+256,160
| +15% | +$17.1M |
|
894
WillScot Mobile Mini Holdings
WSC
$4.17B
| $134M | 0.01% |
2,855,307
-271,278
| -9% | -$12.7M |
|
895
iShares MSCI Canada ETF
EWC
$3.25B
| $134M | 0.01% |
3,913,679
+159,037
| +4% | +$5.44M |
|
896
iShares MSCI South Korea ETF
EWY
$5.38B
| $134M | 0.01% |
2,183,529
+429,149
| +24% | +$26.3M |
|
897
Starwood Property Trust
STWD
$7.6B
| $133M | 0.01% |
7,531,791
+602,864
| +9% | +$10.7M |
|
898
HubSpot
HUBS
$25.8B
| $133M | 0.01% |
310,661
+52,309
| +20% | +$22.4M |
|
899
CoStar Group
CSGP
$36.6B
| $133M | 0.01% |
1,930,615
-267,159
| -12% | -$18.4M |
|
900
Invesco Preferred ETF
PGX
$3.97B
| $133M | 0.01% |
11,553,403
+141,371
| +1% | +$1.62M |
|