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
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Aramark
ARMK
$10.1B
| $531M | 0.06% |
17,797,552
+16,240,132
| +1,043% | +$485M |
|
327
Booz Allen Hamilton
BAH
$12.5B
| $531M | 0.06% |
5,079,195
+3,848,242
| +313% | +$402M |
|
328
DuPont de Nemours
DD
$32.6B
| $528M | 0.06% |
7,696,931
+498,633
| +7% | +$34.2M |
|
329
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $527M | 0.06% |
10,646,326
+494,118
| +5% | +$24.5M |
|
330
Chipotle Mexican Grill
CMG
$53.2B
| $521M | 0.06% |
18,786,800
+7,455,750
| +66% | +$207M |
|
331
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $520M | 0.06% |
11,328,235
+872,912
| +8% | +$40M |
|
332
Carlisle Companies
CSL
$16.8B
| $519M | 0.06% |
2,200,538
+1,680,274
| +323% | +$396M |
|
333
Doximity
DOCS
$13B
| $517M | 0.06% |
15,402,735
-254,045
| -2% | -$8.53M |
|
334
Ametek
AME
$43.6B
| $514M | 0.06% |
3,678,094
+1,774,651
| +93% | +$248M |
|
335
Oneok
OKE
$44.9B
| $506M | 0.06% |
7,703,744
+610,219
| +9% | +$40.1M |
|
336
Parker-Hannifin
PH
$96.3B
| $506M | 0.06% |
1,737,517
+178,108
| +11% | +$51.8M |
|
337
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $505M | 0.06% |
1,140,904
+86,561
| +8% | +$38.3M |
|
338
General Motors
GM
$55.4B
| $505M | 0.06% |
15,011,042
+921,435
| +7% | +$31M |
|
339
Invesco S&P 500 Low Volatility ETF
SPLV
$7.97B
| $503M | 0.06% |
7,877,509
-193,125
| -2% | -$12.3M |
|
340
Enterprise Products Partners
EPD
$68.1B
| $500M | 0.06% |
20,745,030
+3,102,695
| +18% | +$74.8M |
|
341
iShares US Treasury Bond ETF
GOVT
$28.1B
| $500M | 0.06% |
21,990,972
-6,738,719
| -23% | -$153M |
|
342
Landstar System
LSTR
$4.56B
| $496M | 0.06% |
3,045,902
+2,690,326
| +757% | +$438M |
|
343
Sysco
SYY
$39B
| $494M | 0.06% |
6,459,895
+1,666,008
| +35% | +$127M |
|
344
IDEX
IEX
$12.4B
| $491M | 0.06% |
2,151,334
+1,576,263
| +274% | +$360M |
|
345
DexCom
DXCM
$30.6B
| $489M | 0.06% |
4,320,510
-40,148
| -0.9% | -$4.55M |
|
346
Diamondback Energy
FANG
$39.7B
| $489M | 0.06% |
3,572,083
+85,618
| +2% | +$11.7M |
|
347
Envista
NVST
$3.51B
| $487M | 0.06% |
14,457,146
+12,954,044
| +862% | +$436M |
|
348
KLA
KLAC
$120B
| $486M | 0.06% |
1,287,900
-894
| -0.1% | -$337K |
|
349
Morgan Stanley
MS
$238B
| $485M | 0.06% |
5,704,618
+1,031,745
| +22% | +$87.7M |
|
350
Cummins
CMI
$54.8B
| $483M | 0.05% |
1,994,697
-112,530
| -5% | -$27.3M |
|