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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
| 5 |
Capital One
COF
|
$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
CVS Health
CVS
$93.5B
| $1.19B | 0.08% |
17,316,165
-617,464
| -3% | -$42.6M |
|
227
Cadence Design Systems
CDNS
$95.2B
| $1.19B | 0.08% |
3,856,694
+67,711
| +2% | +$20.9M |
|
228
Elevance Health
ELV
$69.4B
| $1.18B | 0.08% |
3,039,465
+66,356
| +2% | +$25.8M |
|
229
Southern Company
SO
$101B
| $1.18B | 0.08% |
12,861,163
+655,173
| +5% | +$60.2M |
|
230
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.18B | 0.08% |
12,533,165
-4,976,192
| -28% | -$467M |
|
231
Moody's
MCO
$89.6B
| $1.17B | 0.08% |
2,330,147
-53,691
| -2% | -$26.9M |
|
232
Crown Castle
CCI
$41.6B
| $1.16B | 0.08% |
11,324,639
+176,011
| +2% | +$18.1M |
|
233
Trip.com Group
TCOM
$47.7B
| $1.15B | 0.07% |
19,543,193
-1,529,508
| -7% | -$89.7M |
|
234
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.1B
| $1.14B | 0.07% |
23,314,887
+312,466
| +1% | +$15.3M |
|
235
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $1.14B | 0.07% |
19,111,064
-4,820,043
| -20% | -$288M |
|
236
M&T Bank
MTB
$31.6B
| $1.14B | 0.07% |
5,857,610
+74,521
| +1% | +$14.5M |
|
237
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $1.14B | 0.07% |
5,227,137
+837,471
| +19% | +$182M |
|
238
The Communication Services Select Sector SPDR Fund
XLC
$25.6B
| $1.13B | 0.07% |
10,376,636
+3,121,946
| +43% | +$339M |
|
239
Illinois Tool Works
ITW
$77.4B
| $1.13B | 0.07% |
4,553,242
-290,499
| -6% | -$71.8M |
|
240
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| $1.12B | 0.07% |
12,738,761
-6,122,527
| -32% | -$540M |
|
241
United Rentals
URI
$62.1B
| $1.12B | 0.07% |
1,490,354
-191,415
| -11% | -$144M |
|
242
Apollo Global Management
APO
$77.1B
| $1.11B | 0.07% |
7,816,147
+95
| +0% | +$13.5K |
|
243
Travelers Companies
TRV
$62.9B
| $1.11B | 0.07% |
4,131,229
-307,556
| -7% | -$82.3M |
|
244
Monster Beverage
MNST
$62B
| $1.1B | 0.07% |
17,490,870
+1,189,856
| +7% | +$74.5M |
|
245
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $1.09B | 0.07% |
19,805,303
-5,503,141
| -22% | -$303M |
|
246
GoDaddy
GDDY
$20.1B
| $1.09B | 0.07% |
6,044,267
+145,442
| +2% | +$26.2M |
|
247
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $1.09B | 0.07% |
10,790,123
-489,906
| -4% | -$49.3M |
|
248
iShares Core Total USD Bond Market ETF
IUSB
$34.1B
| $1.08B | 0.07% |
23,413,905
+778,913
| +3% | +$36M |
|
249
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.5B
| $1.08B | 0.07% |
19,871,597
+353,695
| +2% | +$19.2M |
|
250
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $1.08B | 0.07% |
8,159,379
+161,802
| +2% | +$21.4M |
|