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 |
Altria Group
MO
|
$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
$210M |
| 5 |
Infosys
INFY
|
$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Verisk Analytics
VRSK
$37.8B
| $901M | 0.07% |
3,822,915
-4,169,869
| -52% | -$983M |
|
252
Freeport-McMoran
FCX
$66.5B
| $889M | 0.07% |
18,910,193
-16,547,687
| -47% | -$778M |
|
253
Coinbase
COIN
$76.8B
| $885M | 0.07% |
3,337,269
-2,255,821
| -40% | -$598M |
|
254
Synopsys
SNPS
$111B
| $884M | 0.07% |
1,547,559
-1,806,543
| -54% | -$1.03B |
|
255
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $879M | 0.07% |
19,288,368
-9,826,264
| -34% | -$448M |
|
256
Simon Property Group
SPG
$59.5B
| $878M | 0.07% |
5,611,958
-5,951,976
| -51% | -$931M |
|
257
Steris
STE
$24.2B
| $874M | 0.07% |
3,885,458
-3,942,448
| -50% | -$886M |
|
258
Energy Transfer Partners
ET
$59.7B
| $868M | 0.07% |
55,160,756
-66,235,116
| -55% | -$1.04B |
|
259
Constellation Energy
CEG
$94.2B
| $857M | 0.07% |
4,637,693
-4,288,597
| -48% | -$793M |
|
260
Vanguard FTSE Europe ETF
VGK
$26.9B
| $855M | 0.07% |
12,691,722
-12,880,994
| -50% | -$867M |
|
261
3M
MMM
$82.7B
| $853M | 0.07% |
9,618,891
-5,951,618
| -38% | -$528M |
|
262
Equinix
EQIX
$75.7B
| $853M | 0.07% |
1,033,246
-875,462
| -46% | -$723M |
|
263
Dow Inc
DOW
$17.4B
| $846M | 0.07% |
14,596,732
-14,779,630
| -50% | -$856M |
|
264
MetLife
MET
$52.9B
| $844M | 0.07% |
11,381,896
-11,869,722
| -51% | -$880M |
|
265
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
| $840M | 0.07% |
12,744,933
-8,125,625
| -39% | -$535M |
|
266
General Dynamics
GD
$86.8B
| $838M | 0.07% |
2,967,621
-3,143,455
| -51% | -$888M |
|
267
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
| $838M | 0.07% |
8,854,468
-10,779,666
| -55% | -$1.02B |
|
268
Dell
DELL
$84.4B
| $837M | 0.07% |
7,338,634
-2,307,658
| -24% | -$263M |
|
269
GoDaddy
GDDY
$20.1B
| $823M | 0.07% |
6,937,752
-6,041,238
| -47% | -$717M |
|
270
First Trust Preferred Securities and Income ETF
FPE
$6.13B
| $822M | 0.07% |
47,463,159
-46,796,351
| -50% | -$811M |
|
271
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $812M | 0.07% |
8,081,140
-7,342,282
| -48% | -$738M |
|
272
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $799M | 0.06% |
4,164,442
-4,403,418
| -51% | -$845M |
|
273
Carrier Global
CARR
$55.8B
| $798M | 0.06% |
13,729,809
-5,462,247
| -28% | -$318M |
|
274
Southern Company
SO
$101B
| $797M | 0.06% |
11,104,318
-10,052,722
| -48% | -$721M |
|
275
Markel Group
MKL
$24.2B
| $796M | 0.06% |
523,037
-516,999
| -50% | -$787M |
|