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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Travelers Companies
TRV
$65.2B
| $1.04B | 0.06% |
3,572,486
-221,264
|
|
||
277
TransDigm Group
TDG
$67.9B
| $1.04B | 0.06% |
893,735
+41,498
|
|
||
278
Bloom Energy
BE
$86B
| $1.04B | 0.06% |
7,644,234
-1,707,964
|
|
||
279
iShares MBS ETF
MBB
$38B
| $1.02B | 0.06% |
10,792,188
+939,826
|
|
||
280
Regeneron Pharmaceuticals
REGN
$67B
| $1.02B | 0.06% |
1,319,329
-69,994
|
|
||
281
Kinder Morgan
KMI
$75.2B
| $1.01B | 0.06% |
30,269,661
+875,608
|
|
||
282
Rockwell Automation
ROK
$50.3B
| $1.01B | 0.06% |
2,823,547
-98,293
|
|
||
283
Moody's
MCO
$78.5B
| $1.01B | 0.06% |
2,322,297
-48,304
|
|
||
284
Simon Property Group
SPG
$66.3B
| $1.01B | 0.06% |
5,421,797
-1,581
|
|
||
285
BlackRock US Equity Factor Rotation ETF
DYNF
$35.9B
| $1.01B | 0.06% |
17,362,697
+787,487
|
|
||
286
Morgan Stanley
MS
$317B
| $1.01B | 0.06% |
6,127,396
+32,662
|
|
||
287
iShares Core S&P US Value ETF
IUSV
$26.1B
| $1.01B | 0.06% |
9,859,581
+138,830
|
|
||
288
PNC Financial Services
PNC
$88B
| $1B | 0.06% |
4,814,412
-982
|
|
||
289
United Parcel Service
UPS
$85.9B
| $1B | 0.06% |
10,170,608
+1,842,057
|
|
||
290
Otis Worldwide
OTIS
$27.9B
| $999M | 0.06% |
12,959,312
+284,245
|
|
||
291
Affirm
AFRM
$21.8B
| $995M | 0.06% |
21,715,982
-1,294,318
|
|
||
292
Truist Financial
TFC
$60.3B
| $993M | 0.06% |
21,597,973
+666,694
|
|
||
293
iShares Select Dividend ETF
DVY
$22.9B
| $987M | 0.06% |
6,518,944
+12,150
|
|
||
294
Apollo Global Management
APO
$74.1B
| $984M | 0.06% |
8,829,846
+710,524
|
|
||
295
Invesco NASDAQ 100 ETF
QQQM
$91.9B
| $982M | 0.06% |
4,134,354
-232,846
|
|
||
296
EOG Resources
EOG
$75.2B
| $980M | 0.06% |
6,779,590
-396,913
|
|
||
297
iShares National Muni Bond ETF
MUB
$43.7B
| $978M | 0.06% |
9,214,317
+637,356
|
|
||
298
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
| $976M | 0.06% |
9,206,273
-441,667
|
|
||
299
Steris
STE
$21.2B
| $972M | 0.06% |
4,394,263
+554,445
|
|
||
300
iShares 20+ Year Treasury Bond ETF
TLT
$42.3B
| $968M | 0.06% |
11,164,372
-8,022,614
|
|