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 | |
|---|---|---|---|---|---|---|
251
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.4B
| $1.15B | 0.07% |
22,999,508
-315,379
|
|
||
252
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $1.14B | 0.07% |
22,514,387
+1,403,064
|
|
||
253
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
| $1.13B | 0.07% |
10,132,388
-6,158,379
|
|
||
|
SPYM
254
State Street SPDR Portfolio S&P 500 ETF
SPYM
$95.9B
| $1.12B | 0.07% |
14,248,263
+504,730
|
|
||
255
Moody's
MCO
$86.6B
| $1.1B | 0.07% |
2,307,803
-22,344
|
|
||
256
iShares Russell 1000 ETF
IWB
$45.1B
| $1.1B | 0.07% |
2,997,789
+1,084,252
|
|
||
257
iShares US Technology ETF
IYW
$20.6B
| $1.09B | 0.07% |
5,586,707
-353,460
|
|
||
258
Autodesk
ADSK
$62.7B
| $1.09B | 0.07% |
3,425,563
+410,486
|
|
||
259
Apollo Global Management
APO
$75.8B
| $1.08B | 0.07% |
8,116,826
+300,679
|
|
||
260
Aurora
AUR
$7.59B
| $1.08B | 0.07% |
200,243,791
+29,832,183
|
|
||
261
Howmet Aerospace
HWM
$82B
| $1.08B | 0.07% |
5,493,233
+127,751
|
|
||
262
Ameriprise Financial
AMP
$42.1B
| $1.08B | 0.07% |
2,193,676
-92,929
|
|
||
263
Broadridge
BR
$26.6B
| $1.07B | 0.07% |
4,504,533
-556,402
|
|
||
264
Air Products & Chemicals
APD
$57.6B
| $1.07B | 0.06% |
3,907,433
+190,562
|
|
||
265
iShares Core Universal USD Bond ETF
IUSB
$33.7B
| $1.06B | 0.06% |
22,768,506
-645,399
|
|
||
266
Vanguard Russell 1000 Growth ETF
VONG
$33.2B
| $1.06B | 0.06% |
8,822,032
+563,497
|
|
||
267
State Street SPDR S&P Biotech ETF
XBI
$7.78B
| $1.06B | 0.06% |
10,608,965
-807,651
|
|
||
268
Cigna
CI
$74.3B
| $1.06B | 0.06% |
3,681,706
+16,310
|
|
||
269
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
| $1.06B | 0.06% |
1,780,404
+458,372
|
|
||
270
Trimble
TRMB
$19.2B
| $1.06B | 0.06% |
12,948,719
-608,656
|
|
||
271
Energy Transfer Partners
ET
$55.9B
| $1.05B | 0.06% |
60,943,678
-8,251,218
|
|
||
272
Cencora
COR
$72.7B
| $1.04B | 0.06% |
3,340,707
+254,392
|
|
||
273
Crown Castle
CCI
$38.9B
| $1.04B | 0.06% |
10,802,028
-522,611
|
|
||
274
Idexx Laboratories
IDXX
$61.2B
| $1.04B | 0.06% |
1,622,490
-40,836
|
|
||
275
Steris
STE
$26.3B
| $1.04B | 0.06% |
4,188,200
+322,303
|
|