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 |
NVIDIA
NVDA
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
FedEx
FDX
$52.9B
| $1.01B | 0.08% |
3,377,175
+154,041
| +5% | +$46.2M |
|
227
PayPal
PYPL
$66.2B
| $1.01B | 0.08% |
17,418,606
+108,933
| +0.6% | +$6.32M |
|
228
Vanguard Real Estate ETF
VNQ
$34.1B
| $1B | 0.08% |
11,971,629
-386,279
| -3% | -$32.4M |
|
229
3M
MMM
$82.2B
| $999M | 0.08% |
9,772,433
+1,729,882
| +22% | +$177M |
|
230
United Parcel Service
UPS
$72.2B
| $994M | 0.08% |
7,260,064
+90,563
| +1% | +$12.4M |
|
231
Freeport-McMoran
FCX
$64.5B
| $991M | 0.08% |
20,394,755
+1,484,562
| +8% | +$72.1M |
|
232
Illinois Tool Works
ITW
$76.4B
| $979M | 0.08% |
4,130,312
-431,292
| -9% | -$102M |
|
233
EOG Resources
EOG
$68.8B
| $970M | 0.08% |
7,707,438
+325,435
| +4% | +$41M |
|
234
Verisk Analytics
VRSK
$37B
| $968M | 0.07% |
3,591,532
-231,383
| -6% | -$62.4M |
|
235
AstraZeneca
AZN
$249B
| $967M | 0.07% |
12,400,311
-2,700,836
| -18% | -$211M |
|
236
iShares Gold Trust
IAU
$51.8B
| $961M | 0.07% |
21,873,377
-46,561
| -0.2% | -$2.05M |
|
237
Gartner
IT
$19B
| $959M | 0.07% |
2,135,928
+62,914
| +3% | +$28.3M |
|
238
Ameriprise Financial
AMP
$48.3B
| $958M | 0.07% |
2,241,880
+18,481
| +0.8% | +$7.89M |
|
239
iShares Russell Mid-Cap Value ETF
IWS
$14B
| $957M | 0.07% |
7,930,180
-32,678
| -0.4% | -$3.95M |
|
240
Phillips 66
PSX
$54.1B
| $953M | 0.07% |
6,753,728
-42,722
| -0.6% | -$6.03M |
|
241
Air Products & Chemicals
APD
$65B
| $950M | 0.07% |
3,682,994
-156,367
| -4% | -$40.4M |
|
242
Carlisle Companies
CSL
$16.2B
| $943M | 0.07% |
2,327,512
-212,166
| -8% | -$86M |
|
243
Schlumberger
SLB
$53.6B
| $942M | 0.07% |
19,968,372
+1,532,362
| +8% | +$72.3M |
|
244
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $935M | 0.07% |
8,726,413
-488,109
| -5% | -$52.3M |
|
245
Affirm
AFRM
$26.8B
| $923M | 0.07% |
30,545,418
-23,769
| -0.1% | -$718K |
|
246
GE Vernova
GEV
$158B
| $918M | 0.07% |
5,351,180
+5,222,934
| +4,073% | +$896M |
|
247
GoDaddy
GDDY
$20B
| $916M | 0.07% |
6,555,267
-382,485
| -6% | -$53.4M |
|
248
First Trust Value Line Dividend Fund
FVD
$9.11B
| $914M | 0.07% |
22,439,528
-1,743,614
| -7% | -$71.1M |
|
249
Marvell Technology
MRVL
$55.7B
| $909M | 0.07% |
13,004,378
+4,594,648
| +55% | +$321M |
|
250
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $901M | 0.07% |
11,676,777
-2,014,269
| -15% | -$155M |
|