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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Shell
SHEL
$214B
| $804M | 0.06% |
11,139,188
+1,148,827
| +11% | +$82.9M |
|
277
MSCI
MSCI
$42.9B
| $804M | 0.06% |
1,668,228
+281,209
| +20% | +$135M |
|
278
Brown & Brown
BRO
$31.5B
| $794M | 0.06% |
8,883,452
+17,576
| +0.2% | +$1.57M |
|
|
279
Carvana
CVNA
$50.6B
| $794M | 0.06% |
6,170,045
-8,542,759
| -58% | -$1.1B |
|
280
Fair Isaac
FICO
$36.1B
| $791M | 0.06% |
531,303
+98,713
| +23% | +$147M |
|
281
Novartis
NVS
$245B
| $790M | 0.06% |
7,416,679
+158,298
| +2% | +$16.9M |
|
282
Apollo Global Management
APO
$77.7B
| $787M | 0.06% |
6,668,392
-82,049
| -1% | -$9.69M |
|
283
Microchip Technology
MCHP
$34.3B
| $787M | 0.06% |
8,604,559
-165,004
| -2% | -$15.1M |
|
284
Oneok
OKE
$47B
| $784M | 0.06% |
9,618,534
+117,135
| +1% | +$9.55M |
|
285
Travelers Companies
TRV
$61.5B
| $781M | 0.06% |
3,839,878
-204,171
| -5% | -$41.5M |
|
286
General Motors
GM
$55.7B
| $780M | 0.06% |
16,795,508
+2,499,934
| +17% | +$116M |
|
287
Ross Stores
ROST
$49.5B
| $780M | 0.06% |
5,365,617
+819,319
| +18% | +$119M |
|
288
Nu Holdings
NU
$71.8B
| $777M | 0.06% |
60,268,730
-4,623,636
| -7% | -$59.6M |
|
289
Alibaba
BABA
$330B
| $775M | 0.06% |
10,766,943
+1,827,629
| +20% | +$132M |
|
290
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $775M | 0.06% |
10,116,006
-209,954
| -2% | -$16.1M |
|
291
American International
AIG
$44.9B
| $774M | 0.06% |
10,425,880
+1,084,580
| +12% | +$80.5M |
|
292
Carrier Global
CARR
$54B
| $772M | 0.06% |
12,234,205
-1,495,604
| -11% | -$94.3M |
|
293
Welltower
WELL
$112B
| $768M | 0.06% |
7,365,916
-21,632
| -0.3% | -$2.26M |
|
294
Dow Inc
DOW
$17.3B
| $768M | 0.06% |
14,470,387
-126,345
| -0.9% | -$6.7M |
|
295
Factset
FDS
$13.9B
| $764M | 0.06% |
1,870,908
+463,740
| +33% | +$189M |
|
296
HCA Healthcare
HCA
$95B
| $762M | 0.06% |
2,373,224
+201,405
| +9% | +$64.7M |
|
297
On Holding
ONON
$14.6B
| $762M | 0.06% |
19,636,362
-1,706,606
| -8% | -$66.2M |
|
298
Cintas
CTAS
$82.8B
| $756M | 0.06% |
1,080,072
+123,294
| +13% | +$86.3M |
|
299
iShares Core S&P US Value ETF
IUSV
$21.9B
| $756M | 0.06% |
8,579,441
+455,977
| +6% | +$40.2M |
|
300
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $754M | 0.06% |
11,059,105
+45,413
| +0.4% | +$3.09M |
|