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 |
NVIDIA
NVDA
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Synopsys
SNPS
$110B
| $882M | 0.07% |
1,482,995
-64,564
| -4% | -$38.4M |
|
252
iShares MSCI ACWI ETF
ACWI
$21.9B
| $882M | 0.07% |
7,847,743
-1,086,215
| -12% | -$122M |
|
253
General Dynamics
GD
$87.3B
| $881M | 0.07% |
3,036,218
+68,597
| +2% | +$19.9M |
|
254
Cummins
CMI
$54.5B
| $875M | 0.07% |
3,160,629
+1,095,993
| +53% | +$304M |
|
255
Equinix
EQIX
$75.5B
| $874M | 0.07% |
1,155,771
+122,525
| +12% | +$92.7M |
|
256
iShares US Technology ETF
IYW
$22.7B
| $874M | 0.07% |
5,805,120
-8,442
| -0.1% | -$1.27M |
|
257
Aflac
AFL
$56.5B
| $868M | 0.07% |
9,716,996
+925,728
| +11% | +$82.7M |
|
258
Energy Transfer Partners
ET
$60.8B
| $867M | 0.07% |
53,482,078
-1,678,678
| -3% | -$27.2M |
|
259
Simon Property Group
SPG
$58.4B
| $865M | 0.07% |
5,701,470
+89,512
| +2% | +$13.6M |
|
260
Southern Company
SO
$101B
| $865M | 0.07% |
11,147,634
+43,316
| +0.4% | +$3.36M |
|
261
IQVIA
IQV
$31.2B
| $864M | 0.07% |
4,084,172
+97,563
| +2% | +$20.6M |
|
262
iShares Core Total USD Bond Market ETF
IUSB
$33.8B
| $863M | 0.07% |
19,091,724
-196,644
| -1% | -$8.89M |
|
|
263
Altria Group
MO
$113B
| $854M | 0.07% |
18,744,541
-28,096,124
| -60% | -$1.28B |
|
264
CSX Corp
CSX
$60B
| $849M | 0.07% |
25,382,496
+412,272
| +2% | +$13.8M |
|
265
Williams Companies
WMB
$70.1B
| $839M | 0.06% |
19,737,031
+734,105
| +4% | +$31.2M |
|
266
L3Harris
LHX
$51.5B
| $834M | 0.06% |
3,712,286
+233,677
| +7% | +$52.5M |
|
267
iShares Russell 1000 ETF
IWB
$42.9B
| $832M | 0.06% |
2,797,387
+58,562
| +2% | +$17.4M |
|
268
Cheniere Energy
LNG
$52.9B
| $829M | 0.06% |
4,743,030
+1,187,568
| +33% | +$208M |
|
269
MetLife
MET
$53.6B
| $824M | 0.06% |
11,743,219
+361,323
| +3% | +$25.4M |
|
270
Steris
STE
$23.8B
| $823M | 0.06% |
3,749,278
-136,180
| -4% | -$29.9M |
|
271
First Trust Rising Dividend Achievers ETF
RDVY
$16.3B
| $819M | 0.06% |
14,963,664
+875,290
| +6% | +$47.9M |
|
272
First Trust Preferred Securities and Income ETF
FPE
$6.08B
| $818M | 0.06% |
47,141,555
-321,604
| -0.7% | -$5.58M |
|
273
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $814M | 0.06% |
8,089,016
+7,876
| +0.1% | +$793K |
|
274
Markel Group
MKL
$24.6B
| $814M | 0.06% |
516,344
-6,693
| -1% | -$10.5M |
|
275
Booz Allen Hamilton
BAH
$13.6B
| $806M | 0.06% |
5,239,566
+93,768
| +2% | +$14.4M |
|