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 | |
|---|---|---|---|---|---|---|
951
Jazz Pharmaceuticals
JAZZ
$7.79B
| $90.1M | 0.01% |
675,610
+13,955
| +2% | +$1.86M |
|
952
Sociedad Química y Minera de Chile
SQM
$12B
| $90M | 0.01% |
992,247
-86,614
| -8% | -$7.86M |
|
|
NLSN
953
DELISTED
Nielsen Holdings plc
NLSN
| $90M | 0.01% |
3,248,253
+536,593
| +20% | +$14.9M |
|
954
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.3B
| $89.9M | 0.01% |
3,631,079
-299,056
| -8% | -$7.4M |
|
955
iShares US Financials ETF
IYF
$4.1B
| $89.8M | 0.01% |
1,329,138
+7,472
| +0.6% | +$505K |
|
956
Medical Properties Trust
MPW
$2.77B
| $89.4M | 0.01% |
7,535,959
+1,639,446
| +28% | +$19.4M |
|
957
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$241M
| $89.2M | 0.01% |
2,941,455
-335,946
| -10% | -$10.2M |
|
|
WWE
958
DELISTED
World Wrestling Entertainment
WWE
| $89M | 0.01% |
1,268,056
+138,039
| +12% | +$9.69M |
|
959
Huazhu Hotels Group
HTHT
$11.3B
| $88.9M | 0.01% |
2,649,072
-330,619
| -11% | -$11.1M |
|
960
Ovintiv
OVV
$11B
| $88.7M | 0.01% |
1,928,862
-17,483
| -0.9% | -$804K |
|
961
ProShares Russell 2000 Dividend Growers ETF
SMDV
$664M
| $88.7M | 0.01% |
1,597,810
+37,535
| +2% | +$2.08M |
|
962
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $88.6M | 0.01% |
6,353,244
+2,565,864
| +68% | +$35.8M |
|
963
Pinnacle West Capital
PNW
$10.6B
| $88.6M | 0.01% |
1,372,751
+45,915
| +3% | +$2.96M |
|
964
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $88.5M | 0.01% |
1,920,310
-439,937
| -19% | -$20.3M |
|
965
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $88.3M | 0.01% |
1,005,346
-68,089
| -6% | -$5.98M |
|
966
East-West Bancorp
EWBC
$15.1B
| $88.2M | 0.01% |
1,312,971
-119,594
| -8% | -$8.03M |
|
967
Corpay
CPAY
$21.5B
| $87.9M | 0.01% |
499,045
+24,460
| +5% | +$4.31M |
|
968
iShares MSCI Germany ETF
EWG
$2.4B
| $87.8M | 0.01% |
4,448,282
+2,425,773
| +120% | +$47.9M |
|
969
BlackRock Science and Technology Term Trust
BSTZ
$1.55B
| $87.3M | 0.01% |
4,950,121
-501,874
| -9% | -$8.85M |
|
970
Viatris
VTRS
$11.9B
| $87.3M | 0.01% |
10,245,422
-386,994
| -4% | -$3.3M |
|
971
Lear
LEA
$5.81B
| $87.2M | 0.01% |
728,918
-197,256
| -21% | -$23.6M |
|
972
Vanguard Long-Term Bond ETF
BLV
$5.73B
| $87M | 0.01% |
1,208,635
+252,575
| +26% | +$18.2M |
|
973
Sensata Technologies
ST
$4.59B
| $86.9M | 0.01% |
2,329,780
+13,499
| +0.6% | +$503K |
|
974
Sun Life Financial
SLF
$33B
| $86.5M | 0.01% |
2,176,230
+800,267
| +58% | +$31.8M |
|
975
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $86.5M | 0.01% |
1,197,853
-40,826
| -3% | -$2.95M |
|