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 |
SPDR S&P 500 ETF Trust
SPY
|
$752M |
| 2 |
Microsoft
MSFT
|
$660M |
| 3 |
Cigna
CI
|
$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$504M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Lam Research
LRCX
$133B
| $448M | 0.06% |
12,251,660
-54,850
| -0.4% | -$2.01M |
|
302
Micron Technology
MU
$147B
| $446M | 0.06% |
8,910,806
-234,974
| -3% | -$11.8M |
|
303
Autodesk
ADSK
$69.2B
| $442M | 0.06% |
2,367,016
+600,530
| +34% | +$112M |
|
304
Marriott International Class A Common Stock
MAR
$72.3B
| $442M | 0.06% |
3,151,608
-107,119
| -3% | -$15M |
|
305
Shell
SHEL
$208B
| $438M | 0.06% |
8,803,980
-521,489
| -6% | -$25.9M |
|
306
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $437M | 0.06% |
7,036,824
+123,448
| +2% | +$7.67M |
|
307
Globant
GLOB
$2.68B
| $437M | 0.06% |
2,336,399
-284,395
| -11% | -$53.2M |
|
308
Vanguard Large-Cap ETF
VV
$44.7B
| $434M | 0.06% |
2,656,410
+22,827
| +0.9% | +$3.73M |
|
309
iShares Biotechnology ETF
IBB
$5.74B
| $434M | 0.06% |
3,708,802
+614,552
| +20% | +$71.9M |
|
310
Invesco S&P 500 Pure Value ETF
RPV
$1.34B
| $433M | 0.06% |
6,202,851
-328,981
| -5% | -$23M |
|
311
Freeport-McMoran
FCX
$66.5B
| $431M | 0.06% |
15,780,180
-761,142
| -5% | -$20.8M |
|
312
Aon
AON
$79.5B
| $430M | 0.06% |
1,603,411
+50,664
| +3% | +$13.6M |
|
313
iShares US Real Estate ETF
IYR
$3.73B
| $429M | 0.06% |
5,267,774
-1,676,868
| -24% | -$137M |
|
314
Cummins
CMI
$54.4B
| $429M | 0.06% |
2,107,227
+174,638
| +9% | +$35.5M |
|
315
United Rentals
URI
$62.1B
| $428M | 0.06% |
1,585,051
-133,304
| -8% | -$36M |
|
316
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $428M | 0.06% |
8,688,111
+283,704
| +3% | +$14M |
|
317
FedEx
FDX
$52.9B
| $424M | 0.06% |
2,853,349
-21,213
| -0.7% | -$3.15M |
|
318
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $423M | 0.06% |
1,054,343
+84,219
| +9% | +$33.8M |
|
319
Infosys
INFY
$69.4B
| $423M | 0.06% |
24,908,045
+5,518,409
| +28% | +$93.6M |
|
320
KE Holdings
BEKE
$22.5B
| $422M | 0.06% |
24,102,503
+509,334
| +2% | +$8.92M |
|
321
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.2B
| $422M | 0.06% |
6,698,336
-24,177
| -0.4% | -$1.52M |
|
322
Welltower
WELL
$113B
| $422M | 0.06% |
6,554,565
+138,887
| +2% | +$8.93M |
|
|
323
Zoom
ZM
$25.3B
| $421M | 0.06% |
5,726,768
-5,850,961
| -51% | -$431M |
|
324
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $421M | 0.06% |
8,882,734
+5,073,751
| +133% | +$240M |
|
325
Travelers Companies
TRV
$61.8B
| $421M | 0.06% |
2,745,399
+118,145
| +4% | +$18.1M |
|