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 | |
|---|---|---|---|---|---|---|
926
M&T Bank
MTB
$30.9B
| $90.7M | 0.01% |
535,035
+12,244
| +2% | +$2.08M |
|
927
Vipshop
VIPS
$8.99B
| $90.3M | 0.01% |
10,029,643
-1,061,501
| -10% | -$9.55M |
|
928
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$737M
| $90.2M | 0.01% |
1,255,813
+302,403
| +32% | +$21.7M |
|
929
Herbalife
HLF
$951M
| $90.1M | 0.01% |
2,968,000
+102,157
| +4% | +$3.1M |
|
930
Fortune Brands Innovations
FBIN
$7.21B
| $90M | 0.01% |
1,417,517
+81,519
| +6% | +$5.18M |
|
931
iShares US Industrials ETF
IYJ
$1.68B
| $89.8M | 0.01% |
851,624
-256,047
| -23% | -$27M |
|
932
J.M. Smucker
SJM
$11.8B
| $89.6M | 0.01% |
661,494
-78,540
| -11% | -$10.6M |
|
933
US Global Jets ETF
JETS
$822M
| $89.5M | 0.01% |
4,113,173
+1,702,631
| +71% | +$37M |
|
934
Snap-on
SNA
$17.1B
| $89.3M | 0.01% |
434,654
-36,674
| -8% | -$7.54M |
|
935
First Trust Nasdaq Oil & Gas ETF
FTXN
$118M
| $89.2M | 0.01% |
3,368,086
+1,127,457
| +50% | +$29.9M |
|
936
Camden Property Trust
CPT
$11.7B
| $89.2M | 0.01% |
536,693
+146,798
| +38% | +$24.4M |
|
937
Cohen & Steers Quality Income Realty Fund
RQI
$1.7B
| $89M | 0.01% |
5,321,996
+620,285
| +13% | +$10.4M |
|
938
Exact Sciences
EXAS
$10.5B
| $88.9M | 0.01% |
1,271,994
+395,098
| +45% | +$27.6M |
|
939
East-West Bancorp
EWBC
$14.9B
| $88.7M | 0.01% |
1,122,158
+18,248
| +2% | +$1.44M |
|
940
Telefonica
TEF
$30.3B
| $88.5M | 0.01% |
19,036,302
-645,269
| -3% | -$3M |
|
941
Elanco Animal Health
ELAN
$9.37B
| $88.5M | 0.01% |
3,390,250
+928,745
| +38% | +$24.2M |
|
942
Celanese
CE
$4.96B
| $88.3M | 0.01% |
617,856
+80,317
| +15% | +$11.5M |
|
943
Schneider National
SNDR
$4.26B
| $88.2M | 0.01% |
3,458,447
-84,845
| -2% | -$2.16M |
|
944
Criteo
CRTO
$1.13B
| $88.1M | 0.01% |
3,235,692
-137,532
| -4% | -$3.75M |
|
945
Global X MLP & Energy Infrastructure ETF
MLPX
$2.59B
| $88M | 0.01% |
2,059,233
-246,348
| -11% | -$10.5M |
|
946
Alaska Air
ALK
$7.18B
| $87.8M | 0.01% |
1,514,046
-270,175
| -15% | -$15.7M |
|
947
Pembina Pipeline
PBA
$22.5B
| $87.8M | 0.01% |
2,334,579
+645,179
| +38% | +$24.3M |
|
948
British American Tobacco
BTI
$124B
| $87.6M | 0.01% |
2,078,341
+297,690
| +17% | +$12.6M |
|
949
Revvity
RVTY
$9.85B
| $87.5M | 0.01% |
501,721
+20,652
| +4% | +$3.6M |
|
950
Vimeo
VMEO
$1.28B
| $87.2M | 0.01% |
7,336,357
-1,802,045
| -20% | -$21.4M |
|