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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Southern Company
SO
$101B
| $1.48B | 0.07% |
21,157,040
+11,345,733
| +116% | +$796M |
|
277
Markel Group
MKL
$24.6B
| $1.48B | 0.07% |
1,040,036
+500,829
| +93% | +$711M |
|
278
Rockwell Automation
ROK
$38B
| $1.47B | 0.06% |
4,747,526
+1,595,422
| +51% | +$495M |
|
279
Altria Group
MO
$113B
| $1.47B | 0.06% |
36,510,942
+18,166,619
| +99% | +$733M |
|
280
Trane Technologies
TT
$91.3B
| $1.45B | 0.06% |
5,932,846
+3,135,464
| +112% | +$765M |
|
281
Novartis
NVS
$245B
| $1.43B | 0.06% |
14,184,506
+7,206,673
| +103% | +$728M |
|
282
3M
MMM
$82.1B
| $1.42B | 0.06% |
13,018,820
+2,791,999
| +27% | +$305M |
|
283
KLA
KLAC
$112B
| $1.42B | 0.06% |
2,446,900
+1,179,089
| +93% | +$685M |
|
284
Corning
GLW
$58.6B
| $1.42B | 0.06% |
46,515,702
+24,616,173
| +112% | +$750M |
|
285
American International
AIG
$44.9B
| $1.4B | 0.06% |
20,710,322
+11,167,708
| +117% | +$757M |
|
286
Realty Income
O
$52.8B
| $1.39B | 0.06% |
24,131,622
+13,014,593
| +117% | +$747M |
|
287
Ulta Beauty
ULTA
$23.9B
| $1.38B | 0.06% |
2,816,648
+1,278,115
| +83% | +$626M |
|
288
GoDaddy
GDDY
$20B
| $1.38B | 0.06% |
12,978,990
+6,722,617
| +107% | +$714M |
|
289
Teleflex
TFX
$5.6B
| $1.38B | 0.06% |
5,519,744
+2,699,153
| +96% | +$673M |
|
290
iShares Short Treasury Bond ETF
SHV
$20.7B
| $1.36B | 0.06% |
12,324,778
+4,780,173
| +63% | +$526M |
|
291
AutoZone
AZO
$69.8B
| $1.35B | 0.06% |
524,022
+264,058
| +102% | +$683M |
|
292
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $1.35B | 0.06% |
21,366,900
+10,160,904
| +91% | +$643M |
|
293
iShares Core S&P US Value ETF
IUSV
$21.9B
| $1.35B | 0.06% |
16,012,506
+8,256,409
| +106% | +$696M |
|
294
Nucor
NUE
$33.6B
| $1.35B | 0.06% |
7,752,736
+3,823,147
| +97% | +$665M |
|
295
First Trust Rising Dividend Achievers ETF
RDVY
$16.3B
| $1.35B | 0.06% |
26,093,226
+13,097,637
| +101% | +$677M |
|
296
Archer Daniels Midland
ADM
$29.8B
| $1.34B | 0.06% |
18,604,454
+9,963,016
| +115% | +$720M |
|
297
iShares Core Total USD Bond Market ETF
IUSB
$33.8B
| $1.34B | 0.06% |
29,114,632
+15,511,281
| +114% | +$715M |
|
298
Prudential Financial
PRU
$37.8B
| $1.33B | 0.06% |
12,826,002
+6,508,664
| +103% | +$675M |
|
299
Global E Online
GLBE
$5.65B
| $1.33B | 0.06% |
33,562,558
+17,735,080
| +112% | +$703M |
|
300
iShares MBS ETF
MBB
$40.8B
| $1.33B | 0.06% |
14,126,344
+6,289,813
| +80% | +$592M |
|