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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
NVR
NVR
$23.6B
| $51.8M | 0.01% |
12,702
-7,117
| -36% | -$29M |
|
1077
BlackRock Limited Duration Income Trust
BLW
$550M
| $51.8M | 0.01% |
3,253,588
+388,977
| +14% | +$6.19M |
|
1078
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
| $51.7M | 0.01% |
8,995,829
+2,000,129
| +29% | +$11.5M |
|
1079
Interpublic Group of Companies
IPG
$9.74B
| $51.7M | 0.01% |
2,197,499
+606,208
| +38% | +$14.3M |
|
1080
NiSource
NI
$19.4B
| $51.6M | 0.01% |
2,249,926
+194,710
| +9% | +$4.47M |
|
1081
Masimo
MASI
$7.94B
| $51.6M | 0.01% |
192,212
+133,769
| +229% | +$35.9M |
|
1082
IDEX
IEX
$12.4B
| $51.5M | 0.01% |
258,291
+103,034
| +66% | +$20.5M |
|
1083
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $51.4M | 0.01% |
1,877,418
+412,525
| +28% | +$11.3M |
|
1084
iShares CMBS ETF
CMBS
$467M
| $51.3M | 0.01% |
927,061
+3,387
| +0.4% | +$187K |
|
1085
PG&E
PCG
$34.5B
| $51.3M | 0.01% |
4,115,364
+3,441,180
| +510% | +$42.9M |
|
1086
Pure Storage
PSTG
$26.9B
| $51.1M | 0.01% |
2,259,409
+490,861
| +28% | +$11.1M |
|
1087
FMC
FMC
$4.77B
| $50.9M | 0.01% |
442,867
+113,974
| +35% | +$13.1M |
|
|
BZUN
1088
Baozun
BZUN
$259M
| $50.8M | 0.01% |
1,478,241
+1,180,560
| +397% | +$40.6M |
|
1089
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $50.8M | 0.01% |
3,454,153
+222,355
| +7% | +$3.27M |
|
1090
AGCO
AGCO
$8.13B
| $50.8M | 0.01% |
492,314
+403,909
| +457% | +$41.6M |
|
|
TPIC
1091
DELISTED
TPI Composites
TPIC
| $50.7M | 0.01% |
961,151
+380,758
| +66% | +$20.1M |
|
1092
SK Telecom
SKM
$8.37B
| $50.6M | 0.01% |
1,253,921
+51,529
| +4% | +$2.08M |
|
1093
iShares MSCI Germany ETF
EWG
$2.4B
| $50.6M | 0.01% |
1,591,236
+143,804
| +10% | +$4.57M |
|
1094
Sarepta Therapeutics
SRPT
$1.87B
| $50.5M | 0.01% |
296,356
+92,845
| +46% | +$15.8M |
|
1095
Expedia Group
EXPE
$27.4B
| $50.5M | 0.01% |
381,078
+117,084
| +44% | +$15.5M |
|
1096
Annaly Capital Management
NLY
$14.2B
| $50.4M | 0.01% |
1,490,732
-107,820
| -7% | -$3.64M |
|
1097
iShares US Healthcare Providers ETF
IHF
$828M
| $50.3M | 0.01% |
1,072,350
+109,955
| +11% | +$5.16M |
|
1098
Invesco S&P MidCap Momentum ETF
XMMO
$4.46B
| $50.2M | 0.01% |
641,912
-50,322
| -7% | -$3.94M |
|
1099
Ericsson
ERIC
$26.8B
| $50.2M | 0.01% |
4,203,755
+1,072,113
| +34% | +$12.8M |
|
1100
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $50.2M | 0.01% |
1,124,644
-59,575
| -5% | -$2.66M |
|