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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
3M
MMM
$91.1B
| $1.26B | 0.08% |
8,130,141
-2,104,623
|
|
||
227
Coinbase
COIN
$68.5B
| $1.26B | 0.08% |
3,734,817
-124,492
|
|
||
228
SLB Ltd
SLB
$53.6B
| $1.26B | 0.08% |
36,612,710
+6,794,099
|
|
||
229
Bristol-Myers Squibb
BMY
$99.9B
| $1.26B | 0.08% |
27,867,752
+1,060,057
|
|
||
230
iShares China Large-Cap ETF
FXI
$6.61B
| $1.25B | 0.08% |
30,503,443
+2,949,582
|
|
||
231
TKO Group
TKO
$14.8B
| $1.25B | 0.08% |
6,178,087
+1,733,600
|
|
||
232
Robinhood
HOOD
$104B
| $1.23B | 0.07% |
8,621,944
-1,824,973
|
|
||
233
M&T Bank
MTB
$29.4B
| $1.23B | 0.07% |
6,216,724
+359,114
|
|
||
234
Freeport-McMoran
FCX
$59B
| $1.22B | 0.07% |
31,132,195
+733,039
|
|
||
235
Vertex Pharmaceuticals
VRTX
$109B
| $1.22B | 0.07% |
3,108,405
-223,034
|
|
||
236
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.4B
| $1.21B | 0.07% |
21,098,943
+1,227,346
|
|
||
237
Fastenal
FAST
$46B
| $1.21B | 0.07% |
24,710,645
+2,103,749
|
|
||
238
SAP
SAP
$277B
| $1.21B | 0.07% |
4,531,184
+1,051,011
|
|
||
239
Marathon Petroleum
MPC
$57.1B
| $1.21B | 0.07% |
6,266,235
-218,421
|
|
||
240
Illinois Tool Works
ITW
$72B
| $1.2B | 0.07% |
4,597,933
+44,691
|
|
||
241
Otis Worldwide
OTIS
$34.5B
| $1.2B | 0.07% |
13,078,837
-398,403
|
|
||
242
Seagate
STX
$57.1B
| $1.19B | 0.07% |
5,059,365
-429,113
|
|
||
243
Invesco NASDAQ 100 ETF
QQQM
$68.4B
| $1.19B | 0.07% |
4,820,745
+1,390,244
|
|
||
244
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
| $1.19B | 0.07% |
19,830,054
+718,990
|
|
||
245
Equifax
EFX
$26.3B
| $1.19B | 0.07% |
4,639,238
+749,502
|
|
||
246
Eaton Vance Total Return Bond ETF
EVTR
$3.87B
| $1.17B | 0.07% |
22,756,544
+6,204,037
|
|
||
247
TransDigm Group
TDG
$76.2B
| $1.16B | 0.07% |
883,896
-63,379
|
|
||
248
Carlisle Companies
CSL
$13.2B
| $1.16B | 0.07% |
3,529,594
+132,932
|
|
||
249
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
| $1.16B | 0.07% |
11,214,790
+424,667
|
|
||
250
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $1.15B | 0.07% |
8,245,471
+86,092
|
|