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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Steris
STE
$24B
| $694M | 0.08% |
3,756,454
+1,556,136
| +71% | +$287M |
|
252
AstraZeneca
AZN
$254B
| $693M | 0.08% |
10,222,597
+1,561,194
| +18% | +$106M |
|
253
Devon Energy
DVN
$22.6B
| $693M | 0.08% |
11,263,424
+356,448
| +3% | +$21.9M |
|
254
General Mills
GIS
$26.5B
| $692M | 0.08% |
8,249,549
+1,051,169
| +15% | +$88.1M |
|
255
CSX Corp
CSX
$60.9B
| $691M | 0.08% |
22,317,267
+2,940,824
| +15% | +$91.1M |
|
256
Halliburton
HAL
$19.2B
| $678M | 0.08% |
17,217,776
+6,815,373
| +66% | +$268M |
|
257
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $674M | 0.08% |
4,244,530
+70,494
| +2% | +$11.2M |
|
258
Arista Networks
ANET
$177B
| $673M | 0.08% |
22,197,340
+13,731,808
| +162% | +$417M |
|
259
Teleflex
TFX
$5.7B
| $672M | 0.08% |
2,691,192
+2,267,889
| +536% | +$566M |
|
260
iShares Core S&P US Growth ETF
IUSG
$24.7B
| $672M | 0.08% |
8,238,265
+728,977
| +10% | +$59.4M |
|
261
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $670M | 0.08% |
14,132,244
-1,024,633
| -7% | -$48.6M |
|
262
Truist Financial
TFC
$60.7B
| $667M | 0.08% |
15,511,098
+3,813,439
| +33% | +$164M |
|
263
Aon
AON
$80.5B
| $667M | 0.08% |
2,223,478
+620,067
| +39% | +$186M |
|
264
iShares National Muni Bond ETF
MUB
$38.7B
| $667M | 0.08% |
6,323,506
+739,269
| +13% | +$78M |
|
265
American International
AIG
$45.3B
| $665M | 0.08% |
10,519,406
+3,738,346
| +55% | +$236M |
|
266
iShares MBS ETF
MBB
$41.1B
| $665M | 0.08% |
7,170,968
+1,642,304
| +30% | +$152M |
|
267
Verisk Analytics
VRSK
$37.7B
| $664M | 0.08% |
3,765,708
+2,684,234
| +248% | +$474M |
|
268
Diageo
DEO
$61B
| $664M | 0.08% |
3,725,502
+433,105
| +13% | +$77.2M |
|
269
Monster Beverage
MNST
$62B
| $657M | 0.07% |
12,949,736
+1,446,070
| +13% | +$73.4M |
|
270
Southern Company
SO
$101B
| $656M | 0.07% |
9,190,526
+255,838
| +3% | +$18.3M |
|
271
Prudential Financial
PRU
$38.3B
| $655M | 0.07% |
6,589,363
+413,421
| +7% | +$41.1M |
|
272
Kimberly-Clark
KMB
$42.9B
| $654M | 0.07% |
4,819,009
+613,295
| +15% | +$83.3M |
|
273
General Dynamics
GD
$86.7B
| $651M | 0.07% |
2,622,031
+282,436
| +12% | +$70.1M |
|
274
Williams Companies
WMB
$70.3B
| $650M | 0.07% |
19,750,630
+136,216
| +0.7% | +$4.48M |
|
275
AutoZone
AZO
$70.8B
| $649M | 0.07% |
263,346
+4,838
| +2% | +$11.9M |
|