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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
SPDR S&P Dividend ETF
SDY
$20.5B
| $679M | 0.07% |
5,535,405
-12,243
| -0.2% | -$1.5M |
|
277
MetLife
MET
$52.9B
| $675M | 0.07% |
11,944,921
+518,622
| +5% | +$29.3M |
|
278
Dollar General
DG
$23.9B
| $674M | 0.07% |
3,968,116
-619,889
| -14% | -$105M |
|
279
Simon Property Group
SPG
$59.6B
| $673M | 0.07% |
5,828,142
-138,389
| -2% | -$16M |
|
280
Nucor
NUE
$33.1B
| $667M | 0.07% |
4,067,616
-272,211
| -6% | -$44.6M |
|
281
Southern Company
SO
$99.9B
| $665M | 0.07% |
9,462,185
+65,838
| +0.7% | +$4.63M |
|
282
United Rentals
URI
$62.4B
| $663M | 0.07% |
1,487,870
-235,018
| -14% | -$105M |
|
283
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $653M | 0.06% |
13,013,230
+477,289
| +4% | +$23.9M |
|
284
Fortinet
FTNT
$61.6B
| $647M | 0.06% |
8,555,576
+1,576,676
| +23% | +$119M |
|
285
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.33B
| $646M | 0.06% |
13,547,687
-875,900
| -6% | -$41.8M |
|
286
Kimberly-Clark
KMB
$43.1B
| $645M | 0.06% |
4,672,202
-2,682
| -0.1% | -$370K |
|
287
HCA Healthcare
HCA
$97.8B
| $643M | 0.06% |
2,119,937
-31,811
| -1% | -$9.65M |
|
288
Travelers Companies
TRV
$61.8B
| $643M | 0.06% |
3,703,036
+554,194
| +18% | +$96.2M |
|
289
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $642M | 0.06% |
1,340,670
+70,708
| +6% | +$33.9M |
|
290
iShares Core Total USD Bond Market ETF
IUSB
$34.3B
| $642M | 0.06% |
14,120,400
+105,736
| +0.8% | +$4.81M |
|
291
Diageo
DEO
$59.1B
| $641M | 0.06% |
3,692,799
+16,117
| +0.4% | +$2.8M |
|
292
Carlisle Companies
CSL
$16.8B
| $638M | 0.06% |
2,487,624
-6,287
| -0.3% | -$1.61M |
|
293
Chewy
CHWY
$17.2B
| $635M | 0.06% |
16,098,994
-1,061,741
| -6% | -$41.9M |
|
294
SPDR S&P Biotech ETF
XBI
$5.33B
| $634M | 0.06% |
7,618,670
-488,606
| -6% | -$40.7M |
|
295
Phillips 66
PSX
$52.6B
| $632M | 0.06% |
6,630,314
-173,205
| -3% | -$16.5M |
|
296
Utilities Select Sector SPDR Fund
XLU
$20.5B
| $632M | 0.06% |
9,651,012
-979,969
| -9% | -$64.1M |
|
297
Synopsys
SNPS
$113B
| $631M | 0.06% |
1,449,170
+242,990
| +20% | +$106M |
|
298
General Mills
GIS
$26.8B
| $630M | 0.06% |
8,218,874
+94,433
| +1% | +$7.24M |
|
299
Invesco S&P 500 Low Volatility ETF
SPLV
$7.97B
| $629M | 0.06% |
10,018,325
+1,899,552
| +23% | +$119M |
|
300
Carlyle Group
CG
$23.2B
| $625M | 0.06% |
19,560,423
-334,057
| -2% | -$10.7M |
|