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
|
$752M |
| 2 |
Microsoft
MSFT
|
$660M |
| 3 |
Cigna
CI
|
$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$504M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Regeneron Pharmaceuticals
REGN
$60.8B
| $551M | 0.08% |
800,297
+42,253
| +6% | +$29.1M |
|
252
Ameriprise Financial
AMP
$46.1B
| $549M | 0.07% |
2,180,044
-56,007
| -3% | -$14.1M |
|
253
Ford
F
$46.7B
| $548M | 0.07% |
48,896,606
-1,999,887
| -4% | -$22.4M |
|
254
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $547M | 0.07% |
4,495,387
-1,257
| -0% | -$153K |
|
255
Simon Property Group
SPG
$59.5B
| $546M | 0.07% |
6,078,751
+590,280
| +11% | +$53M |
|
256
PNC Financial Services
PNC
$80.5B
| $544M | 0.07% |
3,640,905
+183,246
| +5% | +$27.4M |
|
257
Schlumberger
SLB
$53.4B
| $538M | 0.07% |
14,978,220
+1,201,117
| +9% | +$43.1M |
|
258
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $537M | 0.07% |
5,170,346
+144,600
| +3% | +$15M |
|
259
Sea Limited
SE
$113B
| $536M | 0.07% |
9,556,136
-1,108,192
| -10% | -$62.1M |
|
260
Citizens Financial Group
CFG
$22.3B
| $533M | 0.07% |
15,512,238
+700,235
| +5% | +$24.1M |
|
261
Prudential Financial
PRU
$37.2B
| $530M | 0.07% |
6,175,942
+72,782
| +1% | +$6.24M |
|
262
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $526M | 0.07% |
13,523,337
-663,946
| -5% | -$25.8M |
|
263
Edwards Lifesciences
EW
$47.5B
| $523M | 0.07% |
6,328,059
+66,704
| +1% | +$5.51M |
|
264
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $523M | 0.07% |
3,669,290
-279,648
| -7% | -$39.8M |
|
265
Illinois Tool Works
ITW
$77.6B
| $521M | 0.07% |
2,883,498
+85,490
| +3% | +$15.4M |
|
266
First Trust Capital Strength ETF
FTCS
$8.49B
| $520M | 0.07% |
7,828,200
+182,343
| +2% | +$12.1M |
|
267
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $520M | 0.07% |
12,668,854
+1,175,643
| +10% | +$48.2M |
|
268
CSX Corp
CSX
$60.6B
| $516M | 0.07% |
19,376,443
+677,393
| +4% | +$18M |
|
269
Truist Financial
TFC
$60B
| $509M | 0.07% |
11,697,659
+770,422
| +7% | +$33.5M |
|
270
iShares MBS ETF
MBB
$41.3B
| $506M | 0.07% |
5,528,664
+57,439
| +1% | +$5.26M |
|
271
Apollo Global Management
APO
$75.3B
| $505M | 0.07% |
10,863,310
-861,309
| -7% | -$40.1M |
|
272
Ecolab
ECL
$77.6B
| $504M | 0.07% |
3,486,539
+178,740
| +5% | +$25.8M |
|
273
Amphenol
APH
$135B
| $502M | 0.07% |
15,001,072
-709,870
| -5% | -$23.8M |
|
274
Monster Beverage
MNST
$61B
| $500M | 0.07% |
11,503,666
+1,711,782
| +17% | +$74.4M |
|
275
Corteva
CTVA
$49.1B
| $498M | 0.07% |
8,705,968
+533,450
| +7% | +$30.5M |
|