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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
| 5 |
Capital One
COF
|
$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Marathon Petroleum
MPC
$54.4B
| $1.08B | 0.07% |
6,484,656
-67,412
| -1% | -$11.2M |
|
252
Janus Henderson AAA CLO ETF
JAAA
$24.8B
| $1.07B | 0.07% |
21,111,323
-349,352
| -2% | -$17.7M |
|
253
Valero Energy
VLO
$48.3B
| $1.07B | 0.07% |
7,927,432
-8,320
| -0.1% | -$1.12M |
|
254
Vertiv
VRT
$48B
| $1.06B | 0.07% |
8,279,557
+2,012,925
| +32% | +$258M |
|
255
Factset
FDS
$14B
| $1.06B | 0.07% |
2,374,872
+426,066
| +22% | +$191M |
|
256
SAP
SAP
$317B
| $1.06B | 0.07% |
3,480,173
+297,090
| +9% | +$90.3M |
|
257
First Trust Rising Dividend Achievers ETF
RDVY
$16.6B
| $1.06B | 0.07% |
16,851,576
+129,106
| +0.8% | +$8.1M |
|
258
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $1.05B | 0.07% |
12,904,625
+163,046
| +1% | +$13.3M |
|
259
PayPal
PYPL
$65.4B
| $1.05B | 0.07% |
14,148,136
-2,154,447
| -13% | -$160M |
|
260
Air Products & Chemicals
APD
$64.5B
| $1.05B | 0.07% |
3,716,871
-447,560
| -11% | -$126M |
|
261
Verisk Analytics
VRSK
$37.7B
| $1.05B | 0.07% |
3,362,764
+15,922
| +0.5% | +$4.96M |
|
262
Trimble
TRMB
$19B
| $1.03B | 0.07% |
13,557,375
+1,430,477
| +12% | +$109M |
|
263
iShares US Technology ETF
IYW
$23.1B
| $1.03B | 0.07% |
5,940,167
-12,241
| -0.2% | -$2.12M |
|
264
iShares China Large-Cap ETF
FXI
$6.55B
| $1.01B | 0.07% |
27,553,861
-2,925,424
| -10% | -$108M |
|
265
Equifax
EFX
$29.6B
| $1.01B | 0.07% |
3,889,736
+155,323
| +4% | +$40.3M |
|
266
Schlumberger
SLB
$53.7B
| $1.01B | 0.07% |
29,818,611
-23,671
| -0.1% | -$800K |
|
267
SPDR Portfolio S&P 500 ETF
SPLG
$84.1B
| $999M | 0.07% |
13,743,533
+2,494,974
| +22% | +$181M |
|
268
Howmet Aerospace
HWM
$72.4B
| $999M | 0.07% |
5,365,482
+427,087
| +9% | +$79.5M |
|
269
Fortinet
FTNT
$58.6B
| $991M | 0.06% |
9,370,789
-458,052
| -5% | -$48.4M |
|
270
Novo Nordisk
NVO
$249B
| $986M | 0.06% |
14,284,790
+1,965,003
| +16% | +$136M |
|
271
Robinhood
HOOD
$91.5B
| $978M | 0.06% |
10,446,917
-108,593
| -1% | -$10.2M |
|
272
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $977M | 0.06% |
10,627,845
+566,515
| +6% | +$52.1M |
|
273
United Parcel Service
UPS
$71.6B
| $976M | 0.06% |
9,665,482
+813,524
| +9% | +$82.1M |
|
|
QXO
274
QXO Inc
QXO
$13.9B
| $974M | 0.06% |
45,234,185
+31,326,954
| +225% | +$675M |
|
275
W.R. Berkley
WRB
$27.7B
| $972M | 0.06% |
13,236,115
-2,556,206
| -16% | -$188M |
|