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 | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $1.31B | 0.18% |
22,712,383
+410,807
| +2% | +$23.7M |
|
127
Sea Limited
SE
$110B
| $1.31B | 0.18% |
10,897,120
+3,260,025
| +43% | +$391M |
|
128
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.3B | 0.18% |
17,057,301
+2,207,701
| +15% | +$169M |
|
129
Fidelity National Information Services
FIS
$36.5B
| $1.27B | 0.17% |
12,675,686
-17,558
| -0.1% | -$1.76M |
|
130
Lowe's Companies
LOW
$145B
| $1.26B | 0.17% |
6,226,976
-88,351
| -1% | -$17.9M |
|
131
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.24B | 0.17% |
27,491,055
-1,047,491
| -4% | -$47.3M |
|
132
Roper Technologies
ROP
$56.6B
| $1.24B | 0.17% |
2,618,902
+19,586
| +0.8% | +$9.25M |
|
133
HDFC Bank
HDB
$182B
| $1.23B | 0.17% |
20,030,620
+488,754
| +3% | +$30M |
|
134
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.2B | 0.16% |
14,398,413
-917,470
| -6% | -$76.5M |
|
135
AT&T
T
$209B
| $1.19B | 0.16% |
50,550,494
-9,005,681
| -15% | -$213M |
|
136
Boeing
BA
$177B
| $1.19B | 0.16% |
6,213,784
+253,057
| +4% | +$48.5M |
|
137
Deere & Co
DE
$129B
| $1.19B | 0.16% |
2,853,634
+243,314
| +9% | +$101M |
|
138
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $1.17B | 0.16% |
14,223,694
-9,528,332
| -40% | -$784M |
|
139
Snap
SNAP
$12.1B
| $1.16B | 0.16% |
32,262,446
-19,907,589
| -38% | -$716M |
|
140
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.16B | 0.16% |
10,688,823
+1,886,392
| +21% | +$204M |
|
141
iShares Russell 2000 Value ETF
IWN
$11.8B
| $1.16B | 0.16% |
7,173,443
-236,971
| -3% | -$38.2M |
|
142
Advanced Micro Devices
AMD
$264B
| $1.15B | 0.16% |
10,533,862
+3,655,770
| +53% | +$400M |
|
143
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $1.15B | 0.15% |
60,397,509
+1,484,621
| +3% | +$28.2M |
|
144
IBM
IBM
$227B
| $1.15B | 0.15% |
8,828,153
-884,228
| -9% | -$115M |
|
145
Zoetis
ZTS
$69.3B
| $1.15B | 0.15% |
6,076,937
+426,756
| +8% | +$80.5M |
|
146
Eli Lilly
LLY
$657B
| $1.14B | 0.15% |
3,973,399
+150,539
| +4% | +$43.1M |
|
147
Prologis
PLD
$106B
| $1.13B | 0.15% |
7,026,115
+494,057
| +8% | +$79.8M |
|
148
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.13B | 0.15% |
10,956,542
-80,494
| -0.7% | -$8.29M |
|
149
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.13B | 0.15% |
9,308,577
+1,579,171
| +20% | +$191M |
|
150
Agilon Health
AGL
$530M
| $1.12B | 0.15% |
44,373,088
+1,479,621
| +3% | +$37.5M |
|