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 |
Invesco QQQ Trust
QQQ
|
$1.12B |
| 2 |
Intuitive Surgical
ISRG
|
$922M |
| 3 |
Amazon
AMZN
|
$815M |
| 4 |
Intercontinental Exchange
ICE
|
$731M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Apple
AAPL
|
$630M |
| 4 |
Shopify
SHOP
|
$427M |
| 5 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Biotechnology ETF
IBB
$5.68B
| $958M | 0.19% |
7,072,018
+1,823,668
| +35% | +$247M |
|
127
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $953M | 0.18% |
11,027,572
+26,000
| +0.2% | +$2.25M |
|
128
Union Pacific
UNP
$132B
| $943M | 0.18% |
4,788,037
+496,432
| +12% | +$97.7M |
|
129
Chewy
CHWY
$17B
| $924M | 0.18% |
16,858,355
-7,397,347
| -30% | -$406M |
|
130
Vanguard Mid-Cap ETF
VO
$87.4B
| $923M | 0.18% |
5,237,970
+23,424
| +0.4% | +$4.13M |
|
131
Trip.com Group
TCOM
$47.7B
| $923M | 0.18% |
29,641,240
+2,452,754
| +9% | +$76.4M |
|
132
iShares Short Treasury Bond ETF
SHV
$20.7B
| $914M | 0.18% |
8,260,431
-428,726
| -5% | -$47.5M |
|
133
Snap
SNAP
$12B
| $911M | 0.18% |
34,892,634
+5,758,496
| +20% | +$150M |
|
134
iShares Gold Trust
IAU
$52B
| $901M | 0.17% |
25,037,081
+1,744,841
| +7% | +$62.8M |
|
135
Ecolab
ECL
$78B
| $897M | 0.17% |
4,486,521
+582,990
| +15% | +$117M |
|
136
Financial Select Sector SPDR Fund
XLF
$54.2B
| $892M | 0.17% |
37,049,807
+3,014,609
| +9% | +$72.6M |
|
137
Vanguard Small-Cap ETF
VB
$66.7B
| $885M | 0.17% |
5,756,842
+157,897
| +3% | +$24.3M |
|
138
American Express
AXP
$230B
| $868M | 0.17% |
8,662,806
+148,905
| +2% | +$14.9M |
|
139
Datadog
DDOG
$46B
| $861M | 0.17% |
8,432,539
+366,675
| +5% | +$37.5M |
|
140
First Trust Preferred Securities and Income ETF
FPE
$6.11B
| $846M | 0.16% |
44,107,878
+806,581
| +2% | +$15.5M |
|
141
Sherwin-Williams
SHW
$91.2B
| $841M | 0.16% |
3,622,641
+522,072
| +17% | +$121M |
|
142
Vanguard FTSE All-World ex-US ETF
VEU
$48.5B
| $839M | 0.16% |
16,622,546
-53,374
| -0.3% | -$2.69M |
|
143
Lowe's Companies
LOW
$148B
| $835M | 0.16% |
5,036,135
+677,510
| +16% | +$112M |
|
144
American Tower
AMT
$91.4B
| $818M | 0.16% |
3,385,385
-276,512
| -8% | -$66.8M |
|
145
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $816M | 0.16% |
16,071,853
+2,866,404
| +22% | +$146M |
|
146
Illumina
ILMN
$15.5B
| $811M | 0.16% |
2,696,306
-464,805
| -15% | -$140M |
|
147
ARK Innovation ETF
ARKK
$7.46B
| $793M | 0.15% |
8,616,927
+1,518,172
| +21% | +$140M |
|
148
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $786M | 0.15% |
9,722,881
-1,588
| -0% | -$128K |
|
149
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $784M | 0.15% |
15,176,136
+1,040,230
| +7% | +$53.8M |
|
150
HDFC Bank
HDB
$181B
| $784M | 0.15% |
15,693,962
+4,691,302
| +43% | +$234M |
|