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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Travelers Companies
TRV
$65.5B
| $1.04B | 0.06% |
3,708,452
-422,777
|
|
||
277
AstraZeneca
AZN
$289B
| $1.03B | 0.06% |
13,445,787
+1,229,118
|
|
||
278
CRH
CRH
$77.8B
| $1.03B | 0.06% |
8,565,165
-532,467
|
|
||
279
Royal Caribbean
RCL
$72.7B
| $1.02B | 0.06% |
3,152,719
+376,233
|
|
||
|
QXO
280
QXO Inc
QXO
$11.9B
| $1.02B | 0.06% |
53,325,887
+8,091,702
|
|
||
281
KKR & Co
KKR
$108B
| $1.01B | 0.06% |
7,790,654
+1,004,762
|
|
||
282
Western Digital
WDC
$53.1B
| $1.01B | 0.06% |
8,402,622
+576,348
|
|
||
283
CSX Corp
CSX
$65B
| $1.01B | 0.06% |
28,401,059
+2,327,752
|
|
||
284
Simon Property Group
SPG
$60.4B
| $1B | 0.06% |
5,346,742
+75,471
|
|
||
285
PayPal
PYPL
$57.3B
| $1B | 0.06% |
14,941,541
+793,405
|
|
||
286
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
| $1B | 0.06% |
13,162,306
+829,163
|
|
||
287
iShares Russell Mid-Cap ETF
IWR
$45.1B
| $998M | 0.06% |
10,337,681
-290,164
|
|
||
288
Novartis
NVS
$250B
| $991M | 0.06% |
7,728,873
+169,385
|
|
||
289
CBRE Group
CBRE
$48.3B
| $991M | 0.06% |
6,287,528
+454,293
|
|
||
290
Utilities Select Sector SPDR Fund
XLU
$22.1B
| $982M | 0.06% |
11,265,082
-1,639,543
|
|
||
291
Morgan Stanley
MS
$263B
| $978M | 0.06% |
6,150,198
+134,084
|
|
||
292
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
| $977M | 0.06% |
17,002,952
-2,802,351
|
|
||
293
VanEck Gold Miners ETF
GDX
$23.2B
| $977M | 0.06% |
12,786,032
-1,145,664
|
|
||
294
Capital Group Dividend Value ETF
CGDV
$25.1B
| $976M | 0.06% |
23,230,952
+7,882,847
|
|
||
295
L3Harris
LHX
$51.7B
| $975M | 0.06% |
3,193,223
-180,724
|
|
||
296
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.81B
| $972M | 0.06% |
21,292,874
+1,087,802
|
|
||
297
Vertiv
VRT
$64.8B
| $972M | 0.06% |
6,445,091
-1,834,466
|
|
||
298
iShares MSCI ACWI ETF
ACWI
$23.7B
| $968M | 0.06% |
6,999,204
-520,144
|
|
||
299
Allstate
ALL
$55.6B
| $961M | 0.06% |
4,479,237
-100,875
|
|
||
300
Chipotle Mexican Grill
CMG
$44.2B
| $959M | 0.06% |
24,467,560
-989,608
|
|