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 |
Wells Fargo
WFC
|
$829M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$778M |
| 3 |
Booking.com
BKNG
|
$475M |
| 4 |
Meta Platforms (Facebook)
META
|
$440M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$420M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$975M |
| 3 |
SPDR Gold Trust
GLD
|
$649M |
| 4 |
RTX Corp
RTX
|
$628M |
| 5 |
Walt Disney
DIS
|
$567M |
Sector Composition
| 1 | Technology | 11.99% |
| 2 | Financials | 9.42% |
| 3 | Consumer Discretionary | 8.46% |
| 4 | Healthcare | 8.12% |
| 5 | Communication Services | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Prudential Financial
PRU
$37.2B
| $291M | 0.08% |
3,107,989
-76,146
| -2% | -$7.12M |
|
252
HDFC Bank
HDB
$361B
| $290M | 0.08% |
5,529,278
-3,818
| -0.1% | -$200K |
|
253
Vodafone
VOD
$28.5B
| $288M | 0.08% |
11,853,821
-185,203
| -2% | -$4.5M |
|
254
Spotify
SPOT
$146B
| $286M | 0.08% |
+1,699,857
| New | +$286M |
|
255
Becton Dickinson
BDX
$55.1B
| $285M | 0.08% |
1,219,176
-463,673
| -28% | -$108M |
|
256
Fortive
FTV
$16.2B
| $285M | 0.08% |
4,413,981
-149,930
| -3% | -$9.67M |
|
257
Credicorp
BAP
$20.7B
| $284M | 0.08% |
1,263,346
-159,860
| -11% | -$36M |
|
258
Micron Technology
MU
$147B
| $282M | 0.08% |
5,386,498
+216,669
| +4% | +$11.4M |
|
259
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $279M | 0.08% |
2,530,268
-39,088
| -2% | -$4.32M |
|
260
Palo Alto Networks
PANW
$130B
| $279M | 0.08% |
8,158,440
+1,153,704
| +16% | +$39.5M |
|
261
Cognizant
CTSH
$35.1B
| $279M | 0.08% |
3,534,159
-45,641
| -1% | -$3.61M |
|
262
Charter Communications
CHTR
$35.7B
| $277M | 0.07% |
945,791
+85,012
| +10% | +$24.9M |
|
263
MetLife
MET
$52.9B
| $277M | 0.07% |
6,357,267
+696,768
| +12% | +$30.4M |
|
264
United Parcel Service
UPS
$72.1B
| $277M | 0.07% |
2,603,031
-519,933
| -17% | -$55.2M |
|
265
Weyerhaeuser
WY
$18.9B
| $275M | 0.07% |
7,555,419
+706,848
| +10% | +$25.8M |
|
266
Shake Shack
SHAK
$4.03B
| $273M | 0.07% |
4,130,314
+207,141
| +5% | +$13.7M |
|
267
Welltower
WELL
$112B
| $272M | 0.07% |
4,344,722
-1,207,546
| -22% | -$75.7M |
|
268
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $270M | 0.07% |
2,808,720
+233,508
| +9% | +$22.5M |
|
269
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $270M | 0.07% |
4,504,963
+468,672
| +12% | +$28.1M |
|
|
VMW
270
DELISTED
VMware, Inc
VMW
| $268M | 0.07% |
1,823,443
-122,781
| -6% | -$18M |
|
271
Sysco
SYY
$39.4B
| $266M | 0.07% |
3,896,733
+1,767,298
| +83% | +$121M |
|
272
Ventas
VTR
$30.9B
| $266M | 0.07% |
4,666,091
-1,132,274
| -20% | -$64.5M |
|
273
Lam Research
LRCX
$130B
| $264M | 0.07% |
15,301,200
+9,954,400
| +186% | +$172M |
|
274
Duke Energy
DUK
$93.8B
| $264M | 0.07% |
3,332,682
-836,318
| -20% | -$66.1M |
|
275
iShares S&P Small-Cap 600 Value ETF
IJS
$6.69B
| $263M | 0.07% |
3,227,566
-108,918
| -3% | -$8.89M |
|