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
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
US Bancorp
USB
$75.9B
| $647M | 0.07% |
14,829,544
+3,371,477
| +29% | +$147M |
|
277
Fidelity National Information Services
FIS
$35.9B
| $645M | 0.07% |
9,502,109
-4,993,842
| -34% | -$339M |
|
278
Regeneron Pharmaceuticals
REGN
$60.8B
| $642M | 0.07% |
889,378
+89,081
| +11% | +$64.3M |
|
279
Johnson Controls International
JCI
$69.5B
| $639M | 0.07% |
9,990,590
+2,890,395
| +41% | +$185M |
|
280
Aflac
AFL
$57.2B
| $634M | 0.07% |
8,812,956
+1,640,984
| +23% | +$118M |
|
281
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $633M | 0.07% |
2,951,269
-68,878
| -2% | -$14.8M |
|
|
ATVI
282
DELISTED
Activision Blizzard Inc.
ATVI
| $631M | 0.07% |
8,236,752
-276,355
| -3% | -$21.2M |
|
283
Freeport-McMoran
FCX
$66.5B
| $628M | 0.07% |
16,533,638
+753,458
| +5% | +$28.6M |
|
284
Norfolk Southern
NSC
$62.3B
| $627M | 0.07% |
2,546,214
+638,384
| +33% | +$157M |
|
285
Archer Daniels Midland
ADM
$30.2B
| $626M | 0.07% |
6,744,254
+570,811
| +9% | +$53M |
|
286
Apollo Global Management
APO
$75.3B
| $625M | 0.07% |
9,804,190
-1,059,120
| -10% | -$67.6M |
|
287
United Rentals
URI
$62.7B
| $624M | 0.07% |
1,756,009
+170,958
| +11% | +$60.8M |
|
288
Microchip Technology
MCHP
$35.6B
| $623M | 0.07% |
8,872,540
+2,165,545
| +32% | +$152M |
|
289
Agilon Health
AGL
$497M
| $620M | 0.07% |
38,439,976
-2,631,010
| -6% | -$42.5M |
|
290
Agilent Technologies
A
$36.5B
| $620M | 0.07% |
4,145,767
+1,835,413
| +79% | +$275M |
|
291
Dollar Tree
DLTR
$20.6B
| $620M | 0.07% |
4,383,897
+2,145,910
| +96% | +$304M |
|
292
Travelers Companies
TRV
$62B
| $616M | 0.07% |
3,284,693
+539,294
| +20% | +$101M |
|
293
SPDR S&P Biotech ETF
XBI
$5.39B
| $614M | 0.07% |
7,402,309
-1,311,852
| -15% | -$109M |
|
294
Hershey
HSY
$37.6B
| $613M | 0.07% |
2,648,666
+964,019
| +57% | +$223M |
|
295
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $613M | 0.07% |
7,911,023
+265,775
| +3% | +$20.6M |
|
296
Ford
F
$46.7B
| $604M | 0.07% |
51,894,045
+2,997,439
| +6% | +$34.9M |
|
297
First Trust Capital Strength ETF
FTCS
$8.49B
| $594M | 0.07% |
7,922,154
+93,954
| +1% | +$7.04M |
|
298
Vanguard Information Technology ETF
VGT
$99.9B
| $592M | 0.07% |
1,853,863
-36,229
| -2% | -$11.6M |
|
299
FedEx
FDX
$53.7B
| $591M | 0.07% |
3,412,956
+559,607
| +20% | +$96.9M |
|
300
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $590M | 0.07% |
4,364,671
-130,716
| -3% | -$17.7M |
|