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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Mega Cap Growth ETF
MGK
$32B
| $955M | 0.06% |
2,373,726
+39,768
|
|
||
302
First Trust Preferred Securities and Income ETF
FPE
$6.25B
| $951M | 0.06% |
52,140,866
+718,729
|
|
||
303
Phillips 66
PSX
$54B
| $940M | 0.06% |
6,907,123
+39,543
|
|
||
304
Pinduoduo
PDD
$162B
| $938M | 0.06% |
7,096,162
-1,039,647
|
|
||
305
Newmont
NEM
$94.1B
| $937M | 0.06% |
11,117,757
-291,574
|
|
||
306
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $935M | 0.06% |
7,897,153
-2,479,483
|
|
||
307
PNC Financial Services
PNC
$75.5B
| $931M | 0.06% |
4,634,418
+304,721
|
|
||
308
Truist Financial
TFC
$59.3B
| $930M | 0.06% |
20,334,024
+192,647
|
|
||
309
Aflac
AFL
$58.5B
| $927M | 0.06% |
8,297,506
-226,716
|
|
||
310
iShares Silver Trust
SLV
$25.2B
| $925M | 0.06% |
21,841,529
+4,544,752
|
|
||
311
Rockwell Automation
ROK
$43.9B
| $925M | 0.06% |
2,645,819
+88,538
|
|
||
312
Realty Income
O
$52.2B
| $914M | 0.06% |
15,039,203
+376,676
|
|
||
313
MetLife
MET
$49.9B
| $911M | 0.06% |
11,057,801
-303,478
|
|
||
314
HCA Healthcare
HCA
$118B
| $908M | 0.06% |
2,129,892
-100,700
|
|
||
315
iShares Core S&P US Value ETF
IUSV
$23.6B
| $908M | 0.06% |
9,080,803
+64,520
|
|
||
316
Fortinet
FTNT
$60.1B
| $905M | 0.05% |
10,758,494
+1,387,705
|
|
||
317
W.R. Berkley
WRB
$29.6B
| $904M | 0.05% |
11,804,567
-1,431,548
|
|
||
318
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.4B
| $904M | 0.05% |
8,976,292
+288,868
|
|
||
319
Alibaba
BABA
$375B
| $901M | 0.05% |
5,043,288
-1,498,102
|
|
||
320
iShares MBS ETF
MBB
$39.5B
| $901M | 0.05% |
9,468,733
+278,507
|
|
||
321
First Trust Value Line Dividend Fund
FVD
$8.55B
| $899M | 0.05% |
19,435,051
-464,738
|
|
||
322
Cintas
CTAS
$73.8B
| $894M | 0.05% |
4,356,450
+142,976
|
|
||
323
Vanguard Real Estate ETF
VNQ
$34.2B
| $894M | 0.05% |
9,778,335
+65,252
|
|
||
324
Verisk Analytics
VRSK
$31.1B
| $893M | 0.05% |
3,552,174
+189,410
|
|
||
325
iShares Select Dividend ETF
DVY
$20.7B
| $893M | 0.05% |
6,282,669
-14,567
|
|