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 |
Altria Group
MO
|
$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
$210M |
| 5 |
Infosys
INFY
|
$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
PACCAR
PCAR
$52B
| $793M | 0.06% |
6,401,386
-6,522,540
| -50% | -$808M |
|
277
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $792M | 0.06% |
13,276,087
-14,642,445
| -52% | -$873M |
|
278
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $791M | 0.06% |
14,088,374
-12,004,852
| -46% | -$674M |
|
279
iShares Russell 1000 ETF
IWB
$43.4B
| $789M | 0.06% |
2,738,825
-1,985,599
| -42% | -$572M |
|
280
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $788M | 0.06% |
10,325,960
-11,681,676
| -53% | -$892M |
|
281
Microchip Technology
MCHP
$35.6B
| $787M | 0.06% |
8,769,563
-10,000,085
| -53% | -$897M |
|
282
lululemon athletica
LULU
$19.9B
| $786M | 0.06% |
2,011,195
-2,018,753
| -50% | -$789M |
|
283
iShares US Technology ETF
IYW
$23.1B
| $785M | 0.06% |
5,813,562
-6,638,010
| -53% | -$897M |
|
284
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
| $782M | 0.06% |
8,695,199
-6,718,849
| -44% | -$604M |
|
285
iShares Select Dividend ETF
DVY
$20.8B
| $779M | 0.06% |
6,325,216
-7,420,768
| -54% | -$914M |
|
286
MSCI
MSCI
$42.9B
| $777M | 0.06% |
1,387,019
-242,331
| -15% | -$136M |
|
287
Brown & Brown
BRO
$31.3B
| $776M | 0.06% |
8,865,876
-9,133,852
| -51% | -$800M |
|
288
Nu Holdings
NU
$71.2B
| $774M | 0.06% |
64,892,366
-54,276,248
| -46% | -$648M |
|
289
Booz Allen Hamilton
BAH
$12.6B
| $764M | 0.06% |
5,145,798
-4,856,004
| -49% | -$721M |
|
290
Oneok
OKE
$45.7B
| $762M | 0.06% |
9,501,399
-7,666,551
| -45% | -$615M |
|
291
Apollo Global Management
APO
$75.3B
| $759M | 0.06% |
6,750,441
-6,974,733
| -51% | -$784M |
|
292
Nucor
NUE
$33.8B
| $758M | 0.06% |
3,828,872
-3,923,864
| -51% | -$777M |
|
293
On Holding
ONON
$14.9B
| $755M | 0.06% |
21,342,968
-14,183,046
| -40% | -$502M |
|
294
Truist Financial
TFC
$60B
| $755M | 0.06% |
19,371,811
-27,431,021
| -59% | -$1.07B |
|
295
Aflac
AFL
$57.2B
| $755M | 0.06% |
8,791,268
-9,971,644
| -53% | -$856M |
|
296
Prudential Financial
PRU
$37.2B
| $752M | 0.06% |
6,408,410
-6,417,592
| -50% | -$753M |
|
297
AutoZone
AZO
$70.6B
| $752M | 0.06% |
238,476
-285,546
| -54% | -$900M |
|
298
Corning
GLW
$61B
| $743M | 0.06% |
22,547,698
-23,968,004
| -52% | -$790M |
|
299
iShares National Muni Bond ETF
MUB
$38.9B
| $743M | 0.06% |
6,906,497
-7,921,775
| -53% | -$852M |
|
300
L3Harris
LHX
$51B
| $741M | 0.06% |
3,478,609
-2,338,803
| -40% | -$498M |
|