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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
EOG Resources
EOG
$68.8B
| $990M | 0.07% |
8,074,012
-90,612
| -1% | -$11.1M |
|
252
Vistra
VST
$62.9B
| $987M | 0.07% |
7,159,871
-126,125
| -2% | -$17.4M |
|
253
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $984M | 0.07% |
9,214,404
+25,363
| +0.3% | +$2.71M |
|
254
Schlumberger
SLB
$53.6B
| $984M | 0.07% |
25,664,345
+193,449
| +0.8% | +$7.42M |
|
255
Equinix
EQIX
$75.5B
| $976M | 0.07% |
1,035,198
-208,475
| -17% | -$197M |
|
256
Samsara
IOT
$20.2B
| $971M | 0.07% |
22,227,144
+6,370,631
| +40% | +$278M |
|
257
Valero Energy
VLO
$47.9B
| $970M | 0.07% |
7,915,586
-834,475
| -10% | -$102M |
|
258
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $968M | 0.07% |
19,236,497
-340,017
| -2% | -$17.1M |
|
259
iShares National Muni Bond ETF
MUB
$38.5B
| $965M | 0.07% |
9,061,368
+1,238,783
| +16% | +$132M |
|
260
MetLife
MET
$53.6B
| $962M | 0.07% |
11,743,339
+5,496
| +0% | +$450K |
|
261
First Trust Rising Dividend Achievers ETF
RDVY
$16.3B
| $961M | 0.07% |
16,242,132
+780,170
| +5% | +$46.1M |
|
262
Marathon Petroleum
MPC
$54.8B
| $956M | 0.07% |
6,853,053
-48,102
| -0.7% | -$6.71M |
|
263
Target
TGT
$42B
| $954M | 0.07% |
7,059,788
-602,126
| -8% | -$81.4M |
|
264
United Parcel Service
UPS
$72.2B
| $950M | 0.07% |
7,535,959
+655,656
| +10% | +$82.7M |
|
265
Verisk Analytics
VRSK
$37B
| $949M | 0.07% |
3,444,251
+29,559
| +0.9% | +$8.14M |
|
266
Simon Property Group
SPG
$58.4B
| $947M | 0.07% |
5,500,726
-50,728
| -0.9% | -$8.74M |
|
267
Southern Company
SO
$101B
| $946M | 0.07% |
11,491,827
+225,601
| +2% | +$18.6M |
|
268
Janus Henderson AAA CLO ETF
JAAA
$24.8B
| $944M | 0.07% |
18,610,047
+3,272,084
| +21% | +$166M |
|
269
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.1B
| $939M | 0.07% |
16,646,097
+1,835,963
| +12% | +$104M |
|
270
iShares US Technology ETF
IYW
$22.7B
| $934M | 0.07% |
5,852,278
-4,976
| -0.1% | -$794K |
|
271
Motorola Solutions
MSI
$79.8B
| $932M | 0.07% |
2,016,018
+108,706
| +6% | +$50.2M |
|
272
Freeport-McMoran
FCX
$64.5B
| $930M | 0.07% |
24,416,612
+838,404
| +4% | +$31.9M |
|
273
FedEx
FDX
$52.9B
| $928M | 0.07% |
3,299,747
-88,089
| -3% | -$24.8M |
|
274
KLA
KLAC
$112B
| $927M | 0.06% |
1,470,448
+88,357
| +6% | +$55.7M |
|
275
First Trust Value Line Dividend Fund
FVD
$9.11B
| $918M | 0.06% |
21,035,695
-356,046
| -2% | -$15.5M |
|