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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Simon Property Group
SPG
$59.3B
| $764M | 0.09% |
6,500,305
+421,554
| +7% | +$49.5M |
|
227
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $763M | 0.09% |
16,337,831
-2,444,215
| -13% | -$114M |
|
228
Sempra
SRE
$53.6B
| $762M | 0.09% |
9,866,506
+1,964,634
| +25% | +$152M |
|
229
Vanguard FTSE Europe ETF
VGK
$26.7B
| $761M | 0.09% |
13,733,565
-109,523
| -0.8% | -$6.07M |
|
230
Chewy
CHWY
$17B
| $752M | 0.09% |
20,287,240
-259,621
| -1% | -$9.63M |
|
231
Moderna
MRNA
$9.45B
| $752M | 0.09% |
4,187,353
+670,284
| +19% | +$120M |
|
232
Vertex Pharmaceuticals
VRTX
$102B
| $745M | 0.08% |
2,578,444
+640,899
| +33% | +$185M |
|
233
PNC Financial Services
PNC
$81.7B
| $740M | 0.08% |
4,685,960
+1,045,055
| +29% | +$165M |
|
234
Ameriprise Financial
AMP
$48.3B
| $740M | 0.08% |
2,375,581
+195,537
| +9% | +$60.9M |
|
235
Carlyle Group
CG
$23.5B
| $737M | 0.08% |
24,697,730
+2,514,895
| +11% | +$75M |
|
236
GE Aerospace
GE
$299B
| $734M | 0.08% |
14,068,924
+1,710,798
| +14% | +$89.3M |
|
237
SPDR S&P Dividend ETF
SDY
$20.6B
| $727M | 0.08% |
5,810,934
+105,707
| +2% | +$13.2M |
|
238
Phillips 66
PSX
$53.2B
| $725M | 0.08% |
6,961,625
+968,055
| +16% | +$101M |
|
239
Gartner
IT
$17.9B
| $723M | 0.08% |
2,151,011
+1,571,413
| +271% | +$528M |
|
240
Citizens Financial Group
CFG
$22.7B
| $720M | 0.08% |
18,297,989
+2,785,751
| +18% | +$110M |
|
241
Spotify
SPOT
$145B
| $719M | 0.08% |
9,113,077
-1,454,144
| -14% | -$115M |
|
242
Marriott International Class A Common Stock
MAR
$73B
| $716M | 0.08% |
4,811,245
+1,659,637
| +53% | +$247M |
|
243
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $714M | 0.08% |
8,542,544
-971,742
| -10% | -$81.2M |
|
244
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $713M | 0.08% |
9,677,737
-9,531,392
| -50% | -$702M |
|
245
Micron Technology
MU
$139B
| $709M | 0.08% |
14,185,790
+5,274,984
| +59% | +$264M |
|
246
Rockwell Automation
ROK
$38.4B
| $706M | 0.08% |
2,741,019
+457,383
| +20% | +$118M |
|
247
Novo Nordisk
NVO
$249B
| $705M | 0.08% |
10,424,796
+2,945,100
| +39% | +$199M |
|
248
Exelon
EXC
$43.8B
| $701M | 0.08% |
16,214,544
-5,887,629
| -27% | -$255M |
|
249
Markel Group
MKL
$24.8B
| $699M | 0.08% |
530,597
+445,182
| +521% | +$587M |
|
250
Lam Research
LRCX
$127B
| $694M | 0.08% |
16,510,840
+4,259,180
| +35% | +$179M |
|