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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
| 5 |
Capital One
COF
|
$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
AstraZeneca
AZN
$253B
| $854M | 0.06% |
12,216,669
-3,551,867
| -23% | -$248M |
|
327
iShares Core S&P US Value ETF
IUSV
$22B
| $853M | 0.06% |
9,016,283
-163,699
| -2% | -$15.5M |
|
328
Pinduoduo
PDD
$177B
| $851M | 0.06% |
8,135,809
+1,969,081
| +32% | +$206M |
|
329
CSX Corp
CSX
$60.6B
| $851M | 0.06% |
26,073,307
-5,299,840
| -17% | -$173M |
|
330
Hilton Worldwide
HLT
$64B
| $850M | 0.06% |
3,190,745
+556,229
| +21% | +$148M |
|
331
Rockwell Automation
ROK
$38.2B
| $849M | 0.06% |
2,557,281
-12,905
| -0.5% | -$4.29M |
|
332
Morgan Stanley
MS
$236B
| $847M | 0.06% |
6,016,114
-134,851
| -2% | -$19M |
|
333
Simon Property Group
SPG
$59.5B
| $847M | 0.06% |
5,271,271
-123,012
| -2% | -$19.8M |
|
334
L3Harris
LHX
$51B
| $846M | 0.06% |
3,373,947
+278,270
| +9% | +$69.8M |
|
335
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $845M | 0.06% |
8,396,686
+2,106,911
| +33% | +$212M |
|
336
Realty Income
O
$54.2B
| $845M | 0.06% |
14,662,527
+404,874
| +3% | +$23.3M |
|
337
Eaton Vance Total Return Bond ETF
EVTR
$2.76B
| $842M | 0.05% |
16,552,507
+5,139,391
| +45% | +$261M |
|
338
iShares Select Dividend ETF
DVY
$20.8B
| $836M | 0.05% |
6,297,236
-82,475
| -1% | -$11M |
|
339
CRH
CRH
$75.4B
| $835M | 0.05% |
9,097,632
+336,056
| +4% | +$30.8M |
|
340
Exelon
EXC
$43.9B
| $820M | 0.05% |
18,885,948
+1,656,649
| +10% | +$71.9M |
|
341
Phillips 66
PSX
$53.2B
| $819M | 0.05% |
6,867,580
+122,229
| +2% | +$14.6M |
|
342
Casey's General Stores
CASY
$18.8B
| $819M | 0.05% |
1,605,009
-199,651
| -11% | -$102M |
|
343
CBRE Group
CBRE
$48.9B
| $817M | 0.05% |
5,833,235
+127,330
| +2% | +$17.8M |
|
344
iShares Core MSCI International Developed Markets ETF
IDEV
$21.3B
| $816M | 0.05% |
10,733,097
+264,098
| +3% | +$20.1M |
|
345
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $812M | 0.05% |
2,856,608
+83,922
| +3% | +$23.9M |
|
346
TKO Group
TKO
$15.9B
| $809M | 0.05% |
4,444,487
-80,257
| -2% | -$14.6M |
|
347
PNC Financial Services
PNC
$80.5B
| $807M | 0.05% |
4,329,697
-121,318
| -3% | -$22.6M |
|
348
Vanguard Large-Cap ETF
VV
$44.6B
| $807M | 0.05% |
2,828,371
+102,501
| +4% | +$29.2M |
|
349
Lennox International
LII
$20.3B
| $804M | 0.05% |
1,401,943
+72,639
| +5% | +$41.6M |
|
350
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $799M | 0.05% |
13,349,403
-44,677
| -0.3% | -$2.67M |
|