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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares Russell Mid-Cap ETF
IWR
$50.5B
| $1.04B | 0.06% |
10,797,769
+460,088
|
|
||
277
Realty Income
O
$58.9B
| $1.03B | 0.06% |
18,291,294
+3,252,091
|
|
||
278
Carlisle Companies
CSL
$14.1B
| $1.03B | 0.06% |
3,221,424
-308,170
|
|
||
279
Truist Financial
TFC
$62.6B
| $1.03B | 0.06% |
20,931,279
+597,255
|
|
||
280
Ameriprise Financial
AMP
$41.1B
| $1.03B | 0.06% |
2,098,911
-94,765
|
|
||
281
Vertiv
VRT
$110B
| $1.03B | 0.06% |
6,343,129
-101,962
|
|
||
282
HCA Healthcare
HCA
$113B
| $1.02B | 0.06% |
2,194,522
+64,630
|
|
||
283
Mondelez International
MDLZ
$75.8B
| $1.02B | 0.06% |
18,949,749
-4,997,119
|
|
||
284
BlackRock US Equity Factor Rotation ETF
DYNF
$31.6B
| $1.01B | 0.06% |
16,575,210
+1,846,264
|
|
||
285
PNC Financial Services
PNC
$89B
| $1.01B | 0.06% |
4,815,394
+180,976
|
|
||
286
TKO Group
TKO
$15.4B
| $1B | 0.06% |
4,808,486
-1,369,601
|
|
||
287
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
| $1B | 0.06% |
9,647,940
-1,566,850
|
|
||
288
Simon Property Group
SPG
$63B
| $1B | 0.06% |
5,423,378
+76,636
|
|
||
289
Illinois Tool Works
ITW
$77.6B
| $1B | 0.06% |
4,074,849
-523,084
|
|
||
290
KKR & Co
KKR
$82.8B
| $1B | 0.06% |
7,872,268
+81,614
|
|
||
291
iShares Core S&P US Value ETF
IUSV
$24.8B
| $997M | 0.06% |
9,720,751
+639,948
|
|
||
292
iShares Core MSCI International Developed Markets ETF
IDEV
$28.9B
| $996M | 0.06% |
12,080,336
+968,773
|
|
||
293
Capital Group Dividend Value ETF
CGDV
$30.3B
| $996M | 0.06% |
22,831,150
-399,802
|
|
||
294
Marathon Petroleum
MPC
$65.8B
| $989M | 0.06% |
6,083,885
-182,350
|
|
||
295
Cencora
COR
$62.7B
| $988M | 0.06% |
2,924,809
-415,898
|
|
||
296
Entergy
ETR
$52.5B
| $985M | 0.06% |
10,651,436
+1,986,369
|
|
||
297
Coinbase
COIN
$44.6B
| $984M | 0.06% |
4,351,772
+616,955
|
|
||
298
Ross Stores
ROST
$72.5B
| $979M | 0.06% |
5,436,788
+79,519
|
|
||
299
L3Harris
LHX
$66.9B
| $974M | 0.06% |
3,318,020
+124,797
|
|
||
300
Steris
STE
$22.1B
| $973M | 0.06% |
3,839,818
-348,382
|
|