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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lam Research
LRCX
$133B
| $524M | 0.07% |
12,306,510
+5,560,570
| +82% | +$237M |
|
277
AutoZone
AZO
$71B
| $524M | 0.07% |
243,921
+102,858
| +73% | +$221M |
|
278
Digital Realty Trust
DLR
$55B
| $523M | 0.07% |
4,027,738
+1,233,185
| +44% | +$160M |
|
279
US Bancorp
USB
$75.7B
| $523M | 0.07% |
11,356,289
+4,991,039
| +78% | +$230M |
|
280
Simon Property Group
SPG
$59.6B
| $521M | 0.07% |
5,488,471
+1,194,934
| +28% | +$113M |
|
281
Newmont
NEM
$83.2B
| $520M | 0.07% |
8,710,429
+3,657,657
| +72% | +$218M |
|
282
Dominion Energy
D
$49.5B
| $520M | 0.07% |
6,510,453
+2,746,294
| +73% | +$219M |
|
283
Truist Financial
TFC
$59.3B
| $518M | 0.07% |
10,927,237
+5,249,196
| +92% | +$249M |
|
284
KraneShares CSI China Internet ETF
KWEB
$8.68B
| $518M | 0.07% |
15,805,962
+10,311,211
| +188% | +$338M |
|
285
Vertex Pharmaceuticals
VRTX
$101B
| $515M | 0.07% |
1,827,225
+1,001,376
| +121% | +$282M |
|
286
General Dynamics
GD
$86.8B
| $515M | 0.07% |
2,325,598
+941,753
| +68% | +$208M |
|
287
Illinois Tool Works
ITW
$77.7B
| $510M | 0.07% |
2,798,008
+1,206,005
| +76% | +$220M |
|
|
TWTR
288
DELISTED
Twitter, Inc.
TWTR
| $509M | 0.07% |
13,606,449
-24,344,581
| -64% | -$910M |
|
289
Ecolab
ECL
$78.1B
| $509M | 0.07% |
3,307,799
+1,015,345
| +44% | +$156M |
|
290
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $506M | 0.07% |
28,045,941
+1,968,958
| +8% | +$35.5M |
|
291
Amphenol
APH
$135B
| $506M | 0.07% |
15,710,942
+6,274,702
| +66% | +$202M |
|
292
Micron Technology
MU
$147B
| $506M | 0.07% |
9,145,780
+4,921,926
| +117% | +$272M |
|
293
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $501M | 0.07% |
11,544,239
+2,118,560
| +22% | +$91.9M |
|
294
LyondellBasell Industries
LYB
$17.6B
| $498M | 0.06% |
5,694,129
+1,355,891
| +31% | +$119M |
|
295
Moderna
MRNA
$9.66B
| $497M | 0.06% |
3,481,522
+570,718
| +20% | +$81.5M |
|
296
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $495M | 0.06% |
11,493,211
+4,832,643
| +73% | +$208M |
|
297
Public Storage
PSA
$51.7B
| $495M | 0.06% |
1,582,917
+449,628
| +40% | +$141M |
|
298
Schlumberger
SLB
$53.4B
| $493M | 0.06% |
13,777,103
+4,542,129
| +49% | +$162M |
|
299
Invesco S&P 500 Pure Value ETF
RPV
$1.35B
| $490M | 0.06% |
6,531,832
+366,458
| +6% | +$27.5M |
|
300
Shell
SHEL
$208B
| $488M | 0.06% |
9,325,469
+4,563,123
| +96% | +$239M |
|