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 | |
|---|---|---|---|---|---|---|
1326
Envista
NVST
$3.51B
| $48.3M | 0.01% |
990,567
-73,030
| -7% | -$3.56M |
|
1327
Teledyne Technologies
TDY
$26.2B
| $48.2M | 0.01% |
101,956
-29,790
| -23% | -$14.1M |
|
1328
LXP Industrial Trust
LXP
$2.73B
| $48.1M | 0.01% |
3,063,440
+1,621,349
| +112% | +$25.5M |
|
1329
Newell Brands
NWL
$2.49B
| $48.1M | 0.01% |
2,244,882
+71,703
| +3% | +$1.54M |
|
|
TWKS
1330
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $48M | 0.01% |
2,308,794
+108,862
| +5% | +$2.27M |
|
1331
Corpay
CPAY
$21.8B
| $47.8M | 0.01% |
192,071
-44,615
| -19% | -$11.1M |
|
1332
Fate Therapeutics
FATE
$113M
| $47.8M | 0.01% |
1,231,802
-399,274
| -24% | -$15.5M |
|
1333
JPMorgan BetaBuilders Japan ETF
BBJP
$14.3B
| $47.7M | 0.01% |
940,148
+181,720
| +24% | +$9.22M |
|
1334
FS KKR Capital
FSK
$4.92B
| $47.6M | 0.01% |
2,084,140
+346,807
| +20% | +$7.91M |
|
1335
Natural Resource Partners
NRP
$1.33B
| $47.3M | 0.01% |
1,107,678
+332
| +0% | +$14.2K |
|
1336
BlackRock Limited Duration Income Trust
BLW
$550M
| $47.3M | 0.01% |
3,298,932
-77,200
| -2% | -$1.11M |
|
1337
Global X Cybersecurity ETF
BUG
$1.13B
| $47.3M | 0.01% |
1,505,276
+592,646
| +65% | +$18.6M |
|
1338
IDEX
IEX
$12.2B
| $47.1M | 0.01% |
245,904
+34,535
| +16% | +$6.62M |
|
1339
Granite Construction
GVA
$4.77B
| $47M | 0.01% |
1,433,688
+98,471
| +7% | +$3.23M |
|
|
SWCH
1340
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $47M | 0.01% |
1,525,031
+590,936
| +63% | +$18.2M |
|
1341
Pinnacle West Capital
PNW
$10.6B
| $47M | 0.01% |
601,515
-107,971
| -15% | -$8.43M |
|
1342
Franklin US Low Volatility High Dividend Index ETF
LVHD
$595M
| $47M | 0.01% |
1,183,631
+97,946
| +9% | +$3.89M |
|
1343
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $47M | 0.01% |
400,294
+21,519
| +6% | +$2.52M |
|
1344
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.81B
| $47M | 0.01% |
1,624,130
+36,130
| +2% | +$1.04M |
|
1345
iShares Global Healthcare ETF
IXJ
$3.85B
| $46.9M | 0.01% |
534,879
+4,316
| +0.8% | +$378K |
|
1346
First Trust Long/Short Equity ETF
FTLS
$1.97B
| $46.8M | 0.01% |
922,592
+112,470
| +14% | +$5.7M |
|
1347
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.35B
| $46.7M | 0.01% |
695,685
-309,003
| -31% | -$20.7M |
|
|
ISEE
1348
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $46.6M | 0.01% |
2,767,756
+2,157,122
| +353% | +$36.3M |
|
1349
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $46.5M | 0.01% |
1,843,249
-207,595
| -10% | -$5.24M |
|
1350
Owens Corning
OC
$12.8B
| $46.5M | 0.01% |
508,576
-82,739
| -14% | -$7.57M |
|