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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Global X Silver Miners ETF NEW
SIL
$3.25B
| $46.6M | ﹤0.01% |
1,951,522
+1,190,150
| +156% | +$28.4M |
|
1652
Elanco Animal Health
ELAN
$9.2B
| $46.6M | ﹤0.01% |
4,148,805
+287,808
| +7% | +$3.23M |
|
1653
ManpowerGroup
MAN
$1.78B
| $46.6M | ﹤0.01% |
635,253
+67,509
| +12% | +$4.95M |
|
1654
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.68B
| $46.5M | ﹤0.01% |
1,774,485
-115,792
| -6% | -$3.04M |
|
1655
Regal Rexnord
RRX
$9.31B
| $46.4M | ﹤0.01% |
325,069
-40,262
| -11% | -$5.75M |
|
1656
Kohl's
KSS
$1.76B
| $46.4M | ﹤0.01% |
2,214,187
+506,445
| +30% | +$10.6M |
|
|
FTHY
1657
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$541M
| $46.4M | ﹤0.01% |
3,482,635
+160,690
| +5% | +$2.14M |
|
1658
McGrath RentCorp
MGRC
$3.02B
| $46.3M | ﹤0.01% |
462,327
-11,334
| -2% | -$1.14M |
|
1659
Autoliv
ALV
$9.7B
| $46.3M | ﹤0.01% |
480,121
-39,382
| -8% | -$3.8M |
|
1660
Leggett & Platt
LEG
$1.28B
| $46.1M | ﹤0.01% |
1,813,840
+142,811
| +9% | +$3.63M |
|
1661
First Trust Consumer Staples AlphaDEX Fund
FXG
$283M
| $46M | ﹤0.01% |
763,052
-720,676
| -49% | -$43.5M |
|
1662
New Jersey Resources
NJR
$4.75B
| $46M | ﹤0.01% |
1,133,001
+306,406
| +37% | +$12.4M |
|
1663
Telus
TU
$24.3B
| $45.8M | ﹤0.01% |
2,802,578
-1,537,713
| -35% | -$25.1M |
|
|
MCR
1664
MFS Charter Income Trust
MCR
$272M
| $45.7M | ﹤0.01% |
7,818,881
-212,114
| -3% | -$1.24M |
|
1665
WNS Holdings
WNS
$3.25B
| $45.7M | ﹤0.01% |
667,759
+25,360
| +4% | +$1.74M |
|
1666
Universal Health Services
UHS
$12.1B
| $45.7M | ﹤0.01% |
363,151
-46,653
| -11% | -$5.87M |
|
1667
Warrior Met Coal
HCC
$3.19B
| $45.5M | ﹤0.01% |
891,100
+90,928
| +11% | +$4.64M |
|
1668
Wipro
WIT
$29B
| $45.5M | ﹤0.01% |
18,803,866
+1,128,288
| +6% | +$2.73M |
|
1669
Vericel Corp
VCEL
$1.62B
| $45.5M | ﹤0.01% |
1,356,426
+692,260
| +104% | +$23.2M |
|
1670
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| $45.4M | ﹤0.01% |
1,304,203
+33,979
| +3% | +$1.18M |
|
1671
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.16B
| $45.3M | ﹤0.01% |
1,041,436
+77,410
| +8% | +$3.37M |
|
1672
iShares US Transportation ETF
IYT
$610M
| $45.3M | ﹤0.01% |
775,668
-636,816
| -45% | -$37.2M |
|
1673
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.36B
| $45.3M | ﹤0.01% |
482,755
+9,071
| +2% | +$852K |
|
1674
Cinemark Holdings
CNK
$3.27B
| $45.3M | ﹤0.01% |
2,470,033
+140,211
| +6% | +$2.57M |
|
1675
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $45.3M | ﹤0.01% |
4,680,318
+207,704
| +5% | +$2.01M |
|