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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ross Stores
ROST
$75.6B
| $1.15B | 0.07% |
5,316,789
-119,999
|
|
||
|
FITB
252
Fifth Third Bancorp
FITB
$44.8B
| $1.15B | 0.07% |
24,776,241
+13,798,408
|
|
||
253
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
| $1.15B | 0.07% |
13,262,708
+3,349,832
|
|
||
254
Oneok
OKE
$59.2B
| $1.14B | 0.07% |
12,588,158
+1,885,249
|
|
||
|
MRSH
255
Marsh
MRSH
$79.1B
| $1.12B | 0.07% |
6,473,992
-396,739
|
|
||
256
Capital Group Dividend Value ETF
CGDV
$34.4B
| $1.11B | 0.07% |
26,178,613
+3,347,463
|
|
||
257
iShares Core MSCI International Developed Markets ETF
IDEV
$30.1B
| $1.11B | 0.07% |
13,293,015
+1,212,679
|
|
||
258
Republic Services
RSG
$64.3B
| $1.1B | 0.07% |
5,035,178
-313,323
|
|
||
259
Dell
DELL
$192B
| $1.09B | 0.07% |
6,647,871
-5,235,786
|
|
||
260
Snowflake
SNOW
$59.7B
| $1.09B | 0.07% |
7,213,093
-1,728,788
|
|
||
261
3M
MMM
$79.5B
| $1.09B | 0.07% |
7,481,851
-650,591
|
|
||
262
HCA Healthcare
HCA
$87.4B
| $1.09B | 0.07% |
2,294,880
+100,358
|
|
||
263
Vanguard Total International Stock ETF
VXUS
$148B
| $1.08B | 0.07% |
14,053,165
-2,441,502
|
|
||
264
FedEx
FDX
$94.1B
| $1.08B | 0.07% |
3,026,686
-154,862
|
|
||
265
Entergy
ETR
$51.5B
| $1.08B | 0.06% |
9,591,393
-1,060,043
|
|
||
266
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $1.07B | 0.06% |
23,366,273
+1,671,877
|
|
||
267
iShares Russell Mid-Cap ETF
IWR
$53.5B
| $1.07B | 0.06% |
10,986,837
+189,068
|
|
||
268
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
| $1.07B | 0.06% |
9,736,578
+1,078,844
|
|
||
269
Coupang
CPNG
$28.9B
| $1.06B | 0.06% |
56,145,303
-2,714,920
|
|
||
270
TKO Group
TKO
$14.4B
| $1.06B | 0.06% |
5,252,833
+444,347
|
|
||
271
State Street SPDR S&P Regional Banking ETF
KRE
$3.73B
| $1.06B | 0.06% |
16,257,212
+2,341,608
|
|
||
272
Janus Henderson AAA CLO ETF
JAAA
$27.2B
| $1.05B | 0.06% |
20,849,306
+233,296
|
|
||
273
VanEck Gold Miners ETF
GDX
$25.9B
| $1.05B | 0.06% |
11,419,856
-1,456,690
|
|
||
274
Cardinal Health
CAH
$47B
| $1.05B | 0.06% |
4,954,328
-168,360
|
|
||
275
CSX Corp
CSX
$84.6B
| $1.05B | 0.06% |
25,459,167
-1,257,323
|
|