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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Whirlpool
WHR
$5.31B
| $124M | 0.01% |
879,384
-31,657
| -3% | -$4.48M |
|
902
Plug Power
PLUG
$1.74B
| $124M | 0.01% |
10,052,469
+303,185
| +3% | +$3.75M |
|
903
Leidos
LDOS
$23.8B
| $124M | 0.01% |
1,178,258
+50,625
| +4% | +$5.33M |
|
904
Voya Financial
VOYA
$7.39B
| $124M | 0.01% |
2,009,400
+147,414
| +8% | +$9.06M |
|
905
NVR
NVR
$23.6B
| $123M | 0.01% |
26,674
+7,240
| +37% | +$33.4M |
|
906
iShares MSCI Canada ETF
EWC
$3.28B
| $123M | 0.01% |
3,754,642
+253,898
| +7% | +$8.31M |
|
907
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $123M | 0.01% |
4,080,935
-558,082
| -12% | -$16.8M |
|
908
Reliance Steel & Aluminium
RS
$15.6B
| $123M | 0.01% |
605,477
+134,295
| +29% | +$27.2M |
|
909
Axalta
AXTA
$6.88B
| $122M | 0.01% |
4,803,388
-7,271
| -0.2% | -$185K |
|
910
First Solar
FSLR
$21.8B
| $122M | 0.01% |
815,838
-223,840
| -22% | -$33.5M |
|
911
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.09B
| $122M | 0.01% |
2,810,209
+94,102
| +3% | +$4.09M |
|
912
SPDR S&P Bank ETF
KBE
$1.56B
| $122M | 0.01% |
2,694,163
+879,976
| +49% | +$39.7M |
|
913
Ferguson
FERG
$45.3B
| $121M | 0.01% |
955,174
+305,549
| +47% | +$38.8M |
|
914
iShares MSCI USA Value Factor ETF
VLUE
$7.32B
| $121M | 0.01% |
1,326,196
-224,138
| -14% | -$20.4M |
|
915
Host Hotels & Resorts
HST
$12.2B
| $121M | 0.01% |
7,527,646
+1,361,547
| +22% | +$21.9M |
|
916
Jabil
JBL
$23B
| $120M | 0.01% |
1,765,125
+281,866
| +19% | +$19.2M |
|
917
Lamb Weston
LW
$7.96B
| $120M | 0.01% |
1,342,935
+134,005
| +11% | +$12M |
|
918
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $120M | 0.01% |
3,366,729
+46,358
| +1% | +$1.65M |
|
919
Viatris
VTRS
$11.9B
| $120M | 0.01% |
10,768,064
+522,642
| +5% | +$5.82M |
|
|
NATI
920
DELISTED
National Instruments Corp
NATI
| $120M | 0.01% |
3,247,853
+2,231,458
| +220% | +$82.3M |
|
921
iShares MSCI China ETF
MCHI
$8.28B
| $120M | 0.01% |
2,522,798
+758,088
| +43% | +$36M |
|
922
WisdomTree International Quality Dividend Growth Fund
IQDG
$748M
| $120M | 0.01% |
3,908,493
+1,963,060
| +101% | +$60.1M |
|
923
Amdocs
DOX
$9.39B
| $119M | 0.01% |
1,314,372
+151,601
| +13% | +$13.8M |
|
924
Telus
TU
$24.4B
| $119M | 0.01% |
6,185,632
+616,700
| +11% | +$11.9M |
|
925
TC Energy
TRP
$54.2B
| $119M | 0.01% |
2,993,274
-666,138
| -18% | -$26.6M |
|