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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $983M | 0.14% |
48,762,100
+2,969,873
| +6% | +$59.8M |
|
152
3M
MMM
$82.8B
| $977M | 0.14% |
5,071,041
+682,530
| +16% | +$132M |
|
153
Sherwin-Williams
SHW
$91.2B
| $975M | 0.14% |
1,320,502
+88,205
| +7% | +$65.1M |
|
154
ICICI Bank
IBN
$113B
| $971M | 0.14% |
60,566,867
+2,054,990
| +4% | +$32.9M |
|
155
Mercado Libre
MELI
$125B
| $966M | 0.14% |
656,040
+194,431
| +42% | +$286M |
|
156
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $961M | 0.14% |
2,909,443
-555,477
| -16% | -$183M |
|
157
DocuSign
DOCU
$15.5B
| $956M | 0.14% |
4,719,844
+1,467,310
| +45% | +$297M |
|
158
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $934M | 0.14% |
18,396,410
+1,787,214
| +11% | +$90.7M |
|
159
Marathon Petroleum
MPC
$54.6B
| $932M | 0.14% |
17,422,154
+147,210
| +0.9% | +$7.87M |
|
160
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
| $920M | 0.14% |
18,008,588
+1,307,565
| +8% | +$66.8M |
|
161
Cloudflare
NET
$72.7B
| $917M | 0.13% |
13,049,620
+4,319,588
| +49% | +$303M |
|
162
Palo Alto Networks
PANW
$127B
| $916M | 0.13% |
2,845,081
+56,556
| +2% | +$18.2M |
|
163
Workday
WDAY
$61.6B
| $916M | 0.13% |
3,688,092
-1,840,445
| -33% | -$457M |
|
164
iShares Biotechnology ETF
IBB
$5.6B
| $913M | 0.13% |
6,066,383
-2,106,329
| -26% | -$317M |
|
165
Datadog
DDOG
$47.7B
| $897M | 0.13% |
10,768,754
+8,154,019
| +312% | +$680M |
|
166
Wells Fargo
WFC
$263B
| $891M | 0.13% |
22,798,501
+3,614,138
| +19% | +$141M |
|
167
Fastly
FSLY
$1.12B
| $879M | 0.13% |
13,071,115
+278,846
| +2% | +$18.8M |
|
168
Deere & Co
DE
$129B
| $878M | 0.13% |
2,346,759
-28,101
| -1% | -$10.5M |
|
|
ATVI
169
DELISTED
Activision Blizzard Inc.
ATVI
| $875M | 0.13% |
9,410,225
-816,379
| -8% | -$75.9M |
|
170
DexCom
DXCM
$29.5B
| $861M | 0.13% |
2,394,919
-714,057
| -23% | -$257M |
|
171
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $852M | 0.13% |
8,657,674
+466,760
| +6% | +$46M |
|
172
iShares Short Treasury Bond ETF
SHV
$20.8B
| $844M | 0.12% |
7,637,666
-334,242
| -4% | -$36.9M |
|
173
iShares Expanded Tech-Software Sector ETF
IGV
$9.84B
| $840M | 0.12% |
2,459,839
+559,591
| +29% | +$191M |
|
174
Vanguard FTSE Europe ETF
VGK
$26.8B
| $838M | 0.12% |
13,304,920
+164,126
| +1% | +$10.3M |
|
175
IAC Inc
IAC
$2.94B
| $833M | 0.12% |
3,852,008
+741,927
| +24% | +$160M |
|