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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.82B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$827M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$721M |
| 4 |
SPDR Gold Trust
GLD
|
+$686M |
| 5 |
Coca-Cola
KO
|
+$459M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.57B |
| 2 |
Qualcomm
QCOM
|
+$708M |
| 3 |
Blackstone
BX
|
+$692M |
| 4 |
WP
Worldpay, Inc.
WP
|
+$563M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$556M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.44% |
| 3 | Financials | 9.01% |
| 4 | Communication Services | 7.68% |
| 5 | Consumer Discretionary | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Globant
GLOB
$2.71B
| $291M | 0.08% |
3,181,256
-196,537
| -6% | -$18M |
|
252
Williams Companies
WMB
$69.4B
| $290M | 0.08% |
12,050,096
+716,795
| +6% | +$17.2M |
|
253
DuPont de Nemours
DD
$32.6B
| $289M | 0.08% |
4,046,571
-564,232
| -12% | -$40.2M |
|
254
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $285M | 0.08% |
7,595,625
+1,252,251
| +20% | +$47M |
|
255
iShares US Technology ETF
IYW
$23.2B
| $285M | 0.08% |
5,577,376
-261,636
| -4% | -$13.4M |
|
256
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.9B
| $284M | 0.08% |
3,116,817
+452,037
| +17% | +$41.2M |
|
257
iShares US Real Estate ETF
IYR
$3.74B
| $283M | 0.08% |
3,027,614
-1,316,246
| -30% | -$123M |
|
258
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $281M | 0.07% |
5,324,930
-4,130,466
| -44% | -$218M |
|
259
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
| $281M | 0.07% |
3,515,516
-19,752
| -0.6% | -$1.58M |
|
260
Prudential Financial
PRU
$37.2B
| $280M | 0.07% |
3,114,374
-121,554
| -4% | -$10.9M |
|
261
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $280M | 0.07% |
7,148,516
+202,899
| +3% | +$7.94M |
|
262
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.29B
| $280M | 0.07% |
3,133,764
-44,384
| -1% | -$3.96M |
|
263
Colgate-Palmolive
CL
$68B
| $279M | 0.07% |
3,800,573
-695,246
| -15% | -$51.1M |
|
264
iShares Expanded Tech-Software Sector ETF
IGV
$10B
| $279M | 0.07% |
6,590,120
+1,054,670
| +19% | +$44.7M |
|
265
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $279M | 0.07% |
2,465,982
-13,831
| -0.6% | -$1.56M |
|
266
AvalonBay Communities
AVB
$27.7B
| $277M | 0.07% |
1,287,289
-40,770
| -3% | -$8.78M |
|
267
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $277M | 0.07% |
9,934,476
-152,688
| -2% | -$4.26M |
|
268
Atlassian
TEAM
$45.3B
| $276M | 0.07% |
2,197,925
+58,264
| +3% | +$7.31M |
|
269
Boston Scientific
BSX
$160B
| $274M | 0.07% |
6,740,586
-97,640
| -1% | -$3.97M |
|
270
Occidental Petroleum
OXY
$44.7B
| $273M | 0.07% |
6,137,559
-1,865,282
| -23% | -$82.9M |
|
271
Charles Schwab
SCHW
$170B
| $270M | 0.07% |
6,464,928
+1,768,160
| +38% | +$74M |
|
272
iShare MSCI Eurozone ETF
EZU
$7.92B
| $268M | 0.07% |
6,899,959
-536,339
| -7% | -$20.9M |
|
273
Waste Connections
WCN
$45.9B
| $268M | 0.07% |
2,912,318
+154,954
| +6% | +$14.3M |
|
274
Dominion Energy
D
$49.5B
| $268M | 0.07% |
3,305,613
+373,654
| +13% | +$30.3M |
|
275
Boston Properties
BXP
$12B
| $267M | 0.07% |
2,058,972
-215,508
| -9% | -$27.9M |
|