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 | |
|---|---|---|---|---|---|---|
176
ARK Innovation ETF
ARKK
$7.45B
| $905M | 0.12% |
13,645,740
+2,630,090
| +24% | +$174M |
|
177
SPDR S&P Biotech ETF
XBI
$5.07B
| $896M | 0.12% |
9,968,210
+6,908,170
| +226% | +$621M |
|
178
Vanguard FTSE Europe ETF
VGK
$26.8B
| $893M | 0.12% |
14,336,290
-683,821
| -5% | -$42.6M |
|
179
Exelon
EXC
$44.1B
| $893M | 0.12% |
18,742,269
+1,834,820
| +11% | +$87.4M |
|
180
Wells Fargo
WFC
$263B
| $890M | 0.12% |
18,369,187
-7,573,083
| -29% | -$367M |
|
181
Otis Worldwide
OTIS
$33.9B
| $887M | 0.12% |
11,521,878
+9,546,640
| +483% | +$735M |
|
182
Carvana
CVNA
$51.4B
| $855M | 0.12% |
7,170,177
+1,724,684
| +32% | +$206M |
|
183
Chewy
CHWY
$16.9B
| $853M | 0.12% |
20,928,631
+11,964,449
| +133% | +$488M |
|
184
American Electric Power
AEP
$59.4B
| $850M | 0.11% |
8,522,321
+537,475
| +7% | +$53.6M |
|
185
Eaton
ETN
$136B
| $847M | 0.11% |
5,584,053
+1,345,061
| +32% | +$204M |
|
186
Texas Instruments
TXN
$184B
| $826M | 0.11% |
4,500,209
-2,394,601
| -35% | -$439M |
|
187
Trip.com Group
TCOM
$48.2B
| $825M | 0.11% |
35,670,937
-3,523,568
| -9% | -$81.5M |
|
188
Target
TGT
$43.6B
| $814M | 0.11% |
3,836,875
-371,244
| -9% | -$78.8M |
|
189
T-Mobile US
TMUS
$284B
| $813M | 0.11% |
6,336,076
-46,033
| -0.7% | -$5.91M |
|
190
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $806M | 0.11% |
11,699,838
+56,179
| +0.5% | +$3.87M |
|
191
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
| $805M | 0.11% |
16,447,472
-751,739
| -4% | -$36.8M |
|
192
Gilead Sciences
GILD
$140B
| $803M | 0.11% |
13,505,112
-2,124,284
| -14% | -$126M |
|
193
iShares Select Dividend ETF
DVY
$20.8B
| $802M | 0.11% |
6,259,017
+533,454
| +9% | +$68.4M |
|
194
IQVIA
IQV
$32.4B
| $802M | 0.11% |
3,467,966
+443,259
| +15% | +$102M |
|
195
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $789M | 0.11% |
3,084,958
+104,241
| +3% | +$26.7M |
|
196
ConocoPhillips
COP
$124B
| $784M | 0.11% |
7,840,433
-801,670
| -9% | -$80.2M |
|
197
Mondelez International
MDLZ
$79.5B
| $782M | 0.11% |
12,459,631
+254,531
| +2% | +$16M |
|
198
Vanguard Information Technology ETF
VGT
$99.7B
| $766M | 0.1% |
1,839,343
-74,555
| -4% | -$31.1M |
|
199
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $764M | 0.1% |
7,564,352
+248,155
| +3% | +$25M |
|
200
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $756M | 0.1% |
4,299,040
+22,331
| +0.5% | +$3.93M |
|