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 | |
|---|---|---|---|---|---|---|
351
iShares Russell 2000 Value ETF
IWN
$12.1B
| $828M | 0.05% |
4,684,521
-268,980
|
|
||
352
VanEck Semiconductor ETF
SMH
$35.9B
| $828M | 0.05% |
2,535,725
+705,055
|
|
||
353
Monster Beverage
MNST
$73.5B
| $821M | 0.05% |
12,200,286
-5,290,584
|
|
||
354
Cardinal Health
CAH
$46.8B
| $821M | 0.05% |
5,230,317
-243,154
|
|
||
355
EOG Resources
EOG
$55.5B
| $820M | 0.05% |
7,310,990
-128,448
|
|
||
356
Martin Marietta Materials
MLM
$37.8B
| $819M | 0.05% |
1,298,634
+17,843
|
|
||
357
Ross Stores
ROST
$59B
| $816M | 0.05% |
5,357,269
+699,228
|
|
||
358
Regeneron Pharmaceuticals
REGN
$77.5B
| $816M | 0.05% |
1,450,972
+163,309
|
|
||
359
PGIM Ultra Short Bond ETF
PULS
$13.3B
| $815M | 0.05% |
16,347,939
+1,232,744
|
|
||
360
Samsara
IOT
$22.5B
| $814M | 0.05% |
21,859,249
+4,862,088
|
|
||
361
Entergy
ETR
$41.4B
| $807M | 0.05% |
8,665,067
+704,926
|
|
||
362
Electronic Arts
EA
$51.1B
| $807M | 0.05% |
4,000,509
+153,881
|
|
||
363
Exelon
EXC
$43.9B
| $805M | 0.05% |
17,885,337
-1,000,611
|
|
||
364
iShares S&P 100 ETF
OEF
$28.6B
| $802M | 0.05% |
2,408,497
+532,664
|
|
||
365
Liberty Media Series C
FWONK
$23.9B
| $801M | 0.05% |
7,669,898
+179,003
|
|
||
366
FedEx
FDX
$66.4B
| $801M | 0.05% |
3,395,031
+62,454
|
|
||
367
Vanguard Small-Cap Value ETF
VBR
$32.2B
| $800M | 0.05% |
3,830,880
-34,743
|
|
||
368
iShares Russell 2000 Growth ETF
IWO
$13.2B
| $799M | 0.05% |
2,495,958
-155,230
|
|
||
369
iShares MSCI EAFE Value ETF
EFV
$27.1B
| $797M | 0.05% |
11,754,717
-238,945
|
|
||
370
First Trust Enhanced Short Maturity ETF
FTSM
$6.21B
| $797M | 0.05% |
13,305,851
-43,552
|
|
||
371
Live Nation Entertainment
LYV
$32B
| $796M | 0.05% |
4,874,459
+756,784
|
|
||
372
Motorola Solutions
MSI
$60.2B
| $786M | 0.05% |
1,719,337
-110,995
|
|
||
373
Baker Hughes
BKR
$44.2B
| $781M | 0.05% |
16,029,201
+135,884
|
|
||
374
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $780M | 0.05% |
9,958,988
-761,685
|
|
||
375
General Motors
GM
$75.9B
| $774M | 0.05% |
12,696,624
-685,039
|
|