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 | |
|---|---|---|---|---|---|---|
951
Invesco
IVZ
$10.1B
| $86.9M | 0.01% |
3,770,214
+1,815,283
| +93% | +$41.9M |
|
|
ISBC
952
DELISTED
Investors Bancorp, Inc.
ISBC
| $86.9M | 0.01% |
5,822,832
+2,425,450
| +71% | +$36.2M |
|
953
Royce Value Trust
RVT
$1.96B
| $86.9M | 0.01% |
5,112,784
-638,704
| -11% | -$10.9M |
|
954
iShares US Financial Services ETF
IYG
$1.94B
| $86.5M | 0.01% |
1,439,619
-347,274
| -19% | -$20.9M |
|
955
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $86.3M | 0.01% |
1,065,560
-96,609
| -8% | -$7.83M |
|
|
HUYA
956
Huya Inc
HUYA
$749M
| $86.3M | 0.01% |
19,308,388
-2,514,789
| -12% | -$11.2M |
|
|
AAWW
957
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $86.1M | 0.01% |
996,663
-257,883
| -21% | -$22.3M |
|
958
SAP
SAP
$300B
| $86.1M | 0.01% |
775,775
+298,744
| +63% | +$33.1M |
|
959
Huazhu Hotels Group
HTHT
$11.4B
| $85.9M | 0.01% |
2,604,316
+348,810
| +15% | +$11.5M |
|
|
BBBY
960
Bed Bath & Beyond, Inc.
BBBY
$601M
| $85.8M | 0.01% |
1,950,850
-121,856
| -6% | -$5.36M |
|
961
First Trust Water ETF
FIW
$1.92B
| $85.8M | 0.01% |
1,018,342
-11,488
| -1% | -$968K |
|
962
Take-Two Interactive
TTWO
$45.6B
| $85.4M | 0.01% |
555,511
-34,751
| -6% | -$5.34M |
|
963
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $85.2M | 0.01% |
1,547,668
+197,213
| +15% | +$10.9M |
|
964
Mr. Cooper
COOP
$14.6B
| $85M | 0.01% |
1,861,354
+58,883
| +3% | +$2.69M |
|
965
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$394M
| $84.9M | 0.01% |
2,591,099
+774,219
| +43% | +$25.4M |
|
966
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $84.9M | 0.01% |
2,416,040
+442,230
| +22% | +$15.5M |
|
|
AOMR
967
Angel Oak Mortgage REIT
AOMR
$233M
| $84.9M | 0.01% |
5,172,061
| – | – |
|
968
Global X Conscious Companies ETF
KRMA
$689M
| $84.9M | 0.01% |
2,617,830
-349,377
| -12% | -$11.3M |
|
969
Packaging Corp of America
PKG
$19.4B
| $84.8M | 0.01% |
542,888
-100,294
| -16% | -$15.7M |
|
970
iShares MSCI Mexico ETF
EWW
$1.89B
| $84.6M | 0.01% |
1,539,598
-1,067,527
| -41% | -$58.7M |
|
971
Vanguard Mega Cap 300 Index ETF
MGC
$7.82B
| $84.6M | 0.01% |
532,083
-46,101
| -8% | -$7.33M |
|
972
Keurig Dr Pepper
KDP
$37.6B
| $84.6M | 0.01% |
2,231,083
+286,103
| +15% | +$10.8M |
|
973
Pacer Data & Infrastructure Real Estate ETF
SRVR
$428M
| $84.5M | 0.01% |
2,164,563
-494,084
| -19% | -$19.3M |
|
974
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.97B
| $84.3M | 0.01% |
63,700
+15,861
| +33% | +$21M |
|
|
SRC
975
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $84M | 0.01% |
1,825,291
+1,414,662
| +345% | +$65.1M |
|