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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $475M | 0.06% |
8,015,287
+1,087,789
| +16% | +$64.5M |
|
277
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $474M | 0.06% |
9,425,679
-499,608
| -5% | -$25.1M |
|
278
iShares US Real Estate ETF
IYR
$3.69B
| $473M | 0.06% |
4,370,872
+1,446,164
| +49% | +$157M |
|
279
Vanguard Total International Stock ETF
VXUS
$101B
| $473M | 0.06% |
7,911,197
+714,226
| +10% | +$42.7M |
|
280
GE Aerospace
GE
$292B
| $472M | 0.06% |
5,160,190
+212,976
| +4% | +$19.5M |
|
281
Dollar General
DG
$24.3B
| $470M | 0.06% |
2,110,690
-1,882,528
| -47% | -$419M |
|
282
Enterprise Products Partners
EPD
$69.3B
| $470M | 0.06% |
18,191,491
-3,938,562
| -18% | -$102M |
|
283
VanEck Semiconductor ETF
SMH
$26.6B
| $468M | 0.06% |
1,736,025
+1,118,675
| +181% | +$302M |
|
284
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $467M | 0.06% |
9,118,714
-4,094,388
| -31% | -$210M |
|
285
Marathon Petroleum
MPC
$54.8B
| $465M | 0.06% |
5,438,721
+487,433
| +10% | +$41.7M |
|
286
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $464M | 0.06% |
2,080,594
+16,688
| +0.8% | +$3.72M |
|
287
Ford
F
$46.6B
| $463M | 0.06% |
27,404,594
-7,477,000
| -21% | -$126M |
|
288
Altria Group
MO
$113B
| $461M | 0.06% |
8,830,517
-2,770,393
| -24% | -$145M |
|
289
Vanguard Extended Market ETF
VXF
$23.8B
| $461M | 0.06% |
2,782,875
-88,342
| -3% | -$14.6M |
|
290
Chubb
CB
$110B
| $460M | 0.06% |
2,152,677
+14,242
| +0.7% | +$3.05M |
|
291
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.57B
| $460M | 0.06% |
26,076,983
+6,488,050
| +33% | +$114M |
|
292
KLA
KLAC
$112B
| $450M | 0.06% |
1,229,658
+294,835
| +32% | +$108M |
|
293
Cigna
CI
$80.3B
| $446M | 0.06% |
1,862,404
+244,459
| +15% | +$58.6M |
|
294
LyondellBasell Industries
LYB
$18B
| $446M | 0.06% |
4,338,238
+271,429
| +7% | +$27.9M |
|
|
PARA
295
DELISTED
Paramount Global Class B
PARA
| $446M | 0.06% |
11,783,971
+2,408,509
| +26% | +$91.1M |
|
296
Diageo
DEO
$61.5B
| $444M | 0.06% |
2,186,550
+56,929
| +3% | +$11.6M |
|
297
SPDR S&P Homebuilders ETF
XHB
$1.9B
| $443M | 0.06% |
7,015,978
-176,397
| -2% | -$11.1M |
|
298
Public Storage
PSA
$50.6B
| $442M | 0.06% |
1,133,289
-142,289
| -11% | -$55.5M |
|
299
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
| $439M | 0.06% |
9,282,374
-482,114
| -5% | -$22.8M |
|
300
Rio Tinto
RIO
$101B
| $435M | 0.06% |
5,409,326
-40,969
| -0.8% | -$3.29M |
|