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 |
XYZ
Block, Inc.
XYZ
|
$2.09B |
| 2 |
Procter & Gamble
PG
|
$1.04B |
| 3 |
Zoom
ZM
|
$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$693M |
| 5 |
Datadog
DDOG
|
$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.34B |
| 2 |
ServiceNow
NOW
|
$1B |
| 3 |
Invesco QQQ Trust
QQQ
|
$847M |
| 4 |
Apple
AAPL
|
$846M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$791M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $670M | 0.15% |
13,205,449
+1,841,313
| +16% | +$93.4M |
|
|
ATVI
152
DELISTED
Activision Blizzard Inc.
ATVI
| $663M | 0.15% |
8,729,595
+157,763
| +2% | +$12M |
|
153
iShares MSCI Japan ETF
EWJ
$15.4B
| $662M | 0.15% |
12,048,089
-8,498,019
| -41% | -$467M |
|
154
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| $659M | 0.15% |
4,020,729
+434,110
| +12% | +$71.2M |
|
155
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $638M | 0.14% |
3,082,859
+432,405
| +16% | +$89.5M |
|
156
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $617M | 0.14% |
10,934,634
+1,922,203
| +21% | +$108M |
|
157
Zillow
Z
$20.3B
| $613M | 0.14% |
10,635,585
-229,925
| -2% | -$13.2M |
|
158
Sherwin-Williams
SHW
$91.2B
| $597M | 0.13% |
3,100,569
+488,955
| +19% | +$94.2M |
|
159
Lowe's Companies
LOW
$148B
| $589M | 0.13% |
4,358,625
-910,158
| -17% | -$123M |
|
160
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $587M | 0.13% |
5,764,473
-155,166
| -3% | -$15.8M |
|
161
Vanguard Information Technology ETF
VGT
$99.7B
| $587M | 0.13% |
2,104,403
+99,510
| +5% | +$27.7M |
|
162
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $576M | 0.13% |
8,558,716
+784,764
| +10% | +$52.9M |
|
163
Autodesk
ADSK
$68.1B
| $568M | 0.13% |
2,372,773
+776,523
| +49% | +$186M |
|
164
3M
MMM
$82.8B
| $565M | 0.13% |
4,333,419
+87,312
| +2% | +$11.4M |
|
165
Caterpillar
CAT
$197B
| $552M | 0.12% |
4,362,550
+271,018
| +7% | +$34.3M |
|
166
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $551M | 0.12% |
4,520,949
+934,483
| +26% | +$114M |
|
167
Stryker
SYK
$151B
| $533M | 0.12% |
2,960,337
+725,681
| +32% | +$131M |
|
168
Emerson Electric
EMR
$74.9B
| $533M | 0.12% |
8,584,529
+412,997
| +5% | +$25.6M |
|
169
Wells Fargo
WFC
$262B
| $530M | 0.12% |
20,687,897
+82,182
| +0.4% | +$2.1M |
|
170
Mondelez International
MDLZ
$78.8B
| $527M | 0.12% |
10,303,439
+1,139,264
| +12% | +$58.3M |
|
171
Qualcomm
QCOM
$172B
| $524M | 0.12% |
5,749,114
-89,130
| -2% | -$8.13M |
|
172
Tesla
TSLA
$1.09T
| $521M | 0.12% |
7,231,155
-2,798,865
| -28% | -$201M |
|
173
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $519M | 0.11% |
8,651,072
-818,852
| -9% | -$49.1M |
|
174
ARK Innovation ETF
ARKK
$7.46B
| $506M | 0.11% |
7,098,755
+2,280,058
| +47% | +$163M |
|
175
HDFC Bank
HDB
$181B
| $500M | 0.11% |
11,002,660
+3,209,253
| +41% | +$146M |
|