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 | |
|---|---|---|---|---|---|---|
176
Guardant Health
GH
$7.5B
| $485M | 0.11% |
5,974,618
+962,740
| +19% | +$78.1M |
|
177
Factset
FDS
$14B
| $480M | 0.11% |
1,462,393
-121,296
| -8% | -$39.8M |
|
178
Atlassian
TEAM
$45.2B
| $474M | 0.1% |
2,629,239
-1,539,592
| -37% | -$278M |
|
179
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $469M | 0.1% |
6,820,706
-2,689,308
| -28% | -$185M |
|
180
Gaotu Techedu
GOTU
$877M
| $467M | 0.1% |
7,788,418
-2,322,902
| -23% | -$139M |
|
181
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $463M | 0.1% |
5,876,820
-210,244
| -3% | -$16.6M |
|
182
Moody's
MCO
$89.5B
| $460M | 0.1% |
1,676,169
+74,080
| +5% | +$20.4M |
|
183
Sea Limited
SE
$113B
| $457M | 0.1% |
4,261,380
+730,788
| +21% | +$78.4M |
|
184
Prologis
PLD
$105B
| $457M | 0.1% |
4,893,406
-33,082
| -0.7% | -$3.09M |
|
185
Oracle
ORCL
$654B
| $456M | 0.1% |
8,245,922
+464,228
| +6% | +$25.7M |
|
186
iShares MBS ETF
MBB
$41.3B
| $454M | 0.1% |
4,101,775
+272,775
| +7% | +$30.2M |
|
187
DocuSign
DOCU
$16.1B
| $451M | 0.1% |
2,620,306
-63,259
| -2% | -$10.9M |
|
188
Eli Lilly
LLY
$652B
| $451M | 0.1% |
2,747,412
-122,639
| -4% | -$20.1M |
|
189
Gilead Sciences
GILD
$143B
| $448M | 0.1% |
5,828,347
-645,126
| -10% | -$49.6M |
|
190
Marathon Petroleum
MPC
$54.8B
| $446M | 0.1% |
11,936,078
+266,277
| +2% | +$9.95M |
|
191
Vanguard Real Estate ETF
VNQ
$34.7B
| $445M | 0.1% |
5,671,405
-1,157,324
| -17% | -$90.9M |
|
192
Palo Alto Networks
PANW
$130B
| $444M | 0.1% |
11,592,204
+327,258
| +3% | +$12.5M |
|
193
VanEck Semiconductor ETF
SMH
$27.3B
| $439M | 0.1% |
5,742,050
+1,799,834
| +46% | +$138M |
|
194
SPDR S&P Dividend ETF
SDY
$20.5B
| $434M | 0.1% |
4,762,215
-778,777
| -14% | -$71M |
|
195
HEICO Class A
HEI.A
$35.1B
| $432M | 0.1% |
5,317,029
+313,892
| +6% | +$25.5M |
|
196
iShares Select Dividend ETF
DVY
$20.8B
| $431M | 0.1% |
5,335,952
-1,414,894
| -21% | -$114M |
|
197
iShares US Medical Devices ETF
IHI
$4.35B
| $430M | 0.1% |
9,735,384
+591,960
| +6% | +$26.1M |
|
198
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $429M | 0.1% |
11,421,436
+1,718,128
| +18% | +$64.6M |
|
199
Simon Property Group
SPG
$59.5B
| $424M | 0.09% |
6,202,828
+1,313,121
| +27% | +$89.8M |
|
200
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.31B
| $418M | 0.09% |
2,450,402
+113,250
| +5% | +$19.3M |
|