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 | |
|---|---|---|---|---|---|---|
901
Alcon
ALC
$39.4B
| $98.3M | 0.01% |
1,689,576
-53,191
| -3% | -$3.09M |
|
902
Global X MLP ETF
MLPA
$1.84B
| $98.2M | 0.01% |
2,490,839
+88,122
| +4% | +$3.48M |
|
903
Masimo
MASI
$7.94B
| $98.2M | 0.01% |
695,842
-680,782
| -49% | -$96.1M |
|
904
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $98.2M | 0.01% |
3,192,000
-149,318
| -4% | -$4.59M |
|
905
WillScot Mobile Mini Holdings
WSC
$4.29B
| $98.1M | 0.01% |
2,433,148
+95,019
| +4% | +$3.83M |
|
906
Incyte
INCY
$16.8B
| $98M | 0.01% |
1,470,756
-345,866
| -19% | -$23M |
|
907
Host Hotels & Resorts
HST
$12.2B
| $97.9M | 0.01% |
6,166,099
-777,099
| -11% | -$12.3M |
|
908
Kimco Realty
KIM
$15.2B
| $97.7M | 0.01% |
5,308,340
-26,409
| -0.5% | -$486K |
|
909
Las Vegas Sands
LVS
$37.6B
| $97.7M | 0.01% |
2,603,526
+20,261
| +0.8% | +$760K |
|
910
ZTO Express
ZTO
$15.5B
| $97.6M | 0.01% |
4,060,262
+888,864
| +28% | +$21.4M |
|
911
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $97.1M | 0.01% |
2,591,237
-147,501
| -5% | -$5.53M |
|
912
Fortis
FTS
$24.8B
| $97M | 0.01% |
2,553,882
+539,985
| +27% | +$20.5M |
|
|
WRK
913
DELISTED
WestRock Company
WRK
| $96.9M | 0.01% |
3,138,215
-137,978
| -4% | -$4.26M |
|
914
Camden Property Trust
CPT
$11.8B
| $96.9M | 0.01% |
811,260
+43,160
| +6% | +$5.16M |
|
915
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $96.8M | 0.01% |
7,553,653
-274,883
| -4% | -$3.52M |
|
916
Agree Realty
ADC
$8.16B
| $96.7M | 0.01% |
1,431,127
-1,117,129
| -44% | -$75.5M |
|
917
Interpublic Group of Companies
IPG
$9.78B
| $96.7M | 0.01% |
3,777,597
-318,673
| -8% | -$8.16M |
|
918
Alliant Energy
LNT
$16.6B
| $95.9M | 0.01% |
1,809,797
-40,700
| -2% | -$2.16M |
|
|
ETWO
919
DELISTED
E2open Parent Holdings
ETWO
| $95.7M | 0.01% |
15,758,524
+4,720,160
| +43% | +$28.7M |
|
920
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $95.3M | 0.01% |
457,047
+14,121
| +3% | +$2.94M |
|
921
iShares MSCI Mexico ETF
EWW
$1.91B
| $95.2M | 0.01% |
2,152,925
+1,144,991
| +114% | +$50.6M |
|
922
Copa Holdings
CPA
$4.82B
| $95.1M | 0.01% |
1,418,682
+59,464
| +4% | +$3.98M |
|
923
CyberArk
CYBR
$23.8B
| $95M | 0.01% |
633,825
-5,387
| -0.8% | -$808K |
|
924
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.25B
| $94.9M | 0.01% |
4,364,470
-926,987
| -18% | -$20.2M |
|
925
Teradyne
TER
$18.4B
| $94.6M | 0.01% |
1,258,808
-198,464
| -14% | -$14.9M |
|