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 | |
|---|---|---|---|---|---|---|
901
Fortis
FTS
$24.7B
| $94M | 0.01% |
1,899,270
+448,642
| +31% | +$22.2M |
|
902
NRG Energy
NRG
$31.2B
| $94M | 0.01% |
2,449,827
+505,500
| +26% | +$19.4M |
|
903
SPDR Euro Stoxx 50 ETF
FEZ
$4.54B
| $93.9M | 0.01% |
2,280,719
+121,820
| +6% | +$5.01M |
|
904
Wheaton Precious Metals
WPM
$47.9B
| $93.8M | 0.01% |
1,971,999
+238,520
| +14% | +$11.3M |
|
905
SolarEdge
SEDG
$1.75B
| $93.7M | 0.01% |
290,523
+5,374
| +2% | +$1.73M |
|
906
NNN REIT
NNN
$8.06B
| $93.7M | 0.01% |
2,084,040
+384,136
| +23% | +$17.3M |
|
907
Gartner
IT
$17.6B
| $93.5M | 0.01% |
314,344
-120,579
| -28% | -$35.9M |
|
908
iShares US Home Construction ETF
ITB
$3.24B
| $93.2M | 0.01% |
1,572,650
-332,777
| -17% | -$19.7M |
|
909
PACCAR
PCAR
$51.8B
| $93.2M | 0.01% |
1,587,204
+275,542
| +21% | +$16.2M |
|
910
Vodafone
VOD
$28B
| $92.3M | 0.01% |
5,554,184
-207,522
| -4% | -$3.45M |
|
|
DRE
911
DELISTED
Duke Realty Corp.
DRE
| $92.1M | 0.01% |
1,587,048
+3,073
| +0.2% | +$178K |
|
912
iShares Select U.S. REIT ETF
ICF
$1.91B
| $92M | 0.01% |
1,296,132
+89,311
| +7% | +$6.34M |
|
913
Omnicom Group
OMC
$14.7B
| $92M | 0.01% |
1,084,073
+11,515
| +1% | +$977K |
|
914
Garmin
GRMN
$45.4B
| $91.8M | 0.01% |
774,309
-364,020
| -32% | -$43.2M |
|
915
Zscaler
ZS
$43.4B
| $91.8M | 0.01% |
380,428
-1,203,211
| -76% | -$290M |
|
916
Global X S&P 500 Catholic Values ETF
CATH
$1.05B
| $91.7M | 0.01% |
1,644,793
-31,374
| -2% | -$1.75M |
|
917
Qorvo
QRVO
$8.26B
| $91.4M | 0.01% |
736,628
+59,479
| +9% | +$7.38M |
|
918
Mettler-Toledo International
MTD
$25.8B
| $91.4M | 0.01% |
66,563
-30,064
| -31% | -$41.3M |
|
919
PMV Pharmaceuticals
PMVP
$67.3M
| $91.4M | 0.01% |
4,389,070
+4,063,103
| +1,246% | +$84.6M |
|
920
Quanta Services
PWR
$58.1B
| $91.3M | 0.01% |
693,941
+29,791
| +4% | +$3.92M |
|
921
ResMed
RMD
$39.6B
| $91.3M | 0.01% |
376,346
-2,091
| -0.6% | -$507K |
|
922
Vulcan Materials
VMC
$38.9B
| $91.3M | 0.01% |
496,756
+18,251
| +4% | +$3.35M |
|
923
Agnico Eagle Mines
AEM
$76.8B
| $91M | 0.01% |
1,485,788
+212,612
| +17% | +$13M |
|
924
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $90.9M | 0.01% |
1,097,038
+542,081
| +98% | +$44.9M |
|
925
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
| $90.8M | 0.01% |
1,558,223
-92,801
| -6% | -$5.41M |
|