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 | |
|---|---|---|---|---|---|---|
1126
Ferguson
FERG
$42.3B
| $66.9M | 0.01% |
649,625
-920,666
| -59% | -$94.8M |
|
1127
iShares US Consumer Staples ETF
IYK
$1.33B
| $66.3M | 0.01% |
1,105,785
+182,823
| +20% | +$11M |
|
1128
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
| $66.3M | 0.01% |
2,772,533
-689,537
| -20% | -$16.5M |
|
1129
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $66.1M | 0.01% |
969,527
-245,334
| -20% | -$16.7M |
|
1130
argenx
ARGX
$46.6B
| $66.1M | 0.01% |
187,113
+43,735
| +31% | +$15.4M |
|
1131
Manulife Financial
MFC
$54B
| $66M | 0.01% |
4,211,246
-727,598
| -15% | -$11.4M |
|
|
SPLK
1132
DELISTED
Splunk Inc
SPLK
| $65.9M | 0.01% |
876,509
-181,204
| -17% | -$13.6M |
|
1133
ALPS O'Shares US Quality Dividend ETF
OUSA
$828M
| $65.9M | 0.01% |
1,778,915
-12,137
| -0.7% | -$449K |
|
1134
First Trust Consumer Staples AlphaDEX Fund
FXG
$286M
| $65.8M | 0.01% |
1,156,961
+57,437
| +5% | +$3.27M |
|
1135
iShares US Industrials ETF
IYJ
$1.67B
| $65.8M | 0.01% |
785,209
-18,105
| -2% | -$1.52M |
|
1136
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $65.8M | 0.01% |
3,298,217
+176,472
| +6% | +$3.52M |
|
1137
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $65.8M | 0.01% |
973,178
-33,604
| -3% | -$2.27M |
|
1138
Invesco International Dividend Achievers ETF
PID
$869M
| $65.5M | 0.01% |
4,294,382
+737,848
| +21% | +$11.3M |
|
1139
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $65.5M | 0.01% |
1,583,630
+89,353
| +6% | +$3.69M |
|
1140
Global X Conscious Companies ETF
KRMA
$691M
| $65.4M | 0.01% |
2,564,738
-48,664
| -2% | -$1.24M |
|
1141
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $65M | 0.01% |
761,873
+93,200
| +14% | +$7.95M |
|
1142
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
| $64.9M | 0.01% |
1,311,588
-595,642
| -31% | -$29.5M |
|
1143
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.31B
| $64.8M | 0.01% |
731,301
+38,540
| +6% | +$3.41M |
|
1144
Algonquin Power & Utilities
AQN
$4.29B
| $64.5M | 0.01% |
5,914,677
+739,059
| +14% | +$8.06M |
|
1145
Dell
DELL
$84.3B
| $64.5M | 0.01% |
1,886,893
-183,488
| -9% | -$6.27M |
|
1146
iShares US Financial Services ETF
IYG
$1.94B
| $64.4M | 0.01% |
1,368,753
-15,363
| -1% | -$723K |
|
1147
Snap
SNAP
$12.3B
| $64.3M | 0.01% |
6,551,422
-364,556
| -5% | -$3.58M |
|
1148
Lennox International
LII
$19.1B
| $64.3M | 0.01% |
288,888
+105,872
| +58% | +$23.6M |
|
1149
Check Point Software Technologies
CHKP
$21B
| $63.7M | 0.01% |
568,944
+47,423
| +9% | +$5.31M |
|
1150
Tapestry
TPR
$22.3B
| $63.6M | 0.01% |
2,237,017
+258,086
| +13% | +$7.34M |
|