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
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
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 | |
|---|---|---|---|---|---|---|
351
Allstate
ALL
$52.7B
| $483M | 0.05% |
3,563,628
+800,665
| +29% | +$109M |
|
|
DFS
352
DELISTED
Discover Financial Services
DFS
| $482M | 0.05% |
4,927,342
+1,293,260
| +36% | +$127M |
|
353
Public Storage
PSA
$50.9B
| $480M | 0.05% |
1,714,057
+133,832
| +8% | +$37.5M |
|
354
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $478M | 0.05% |
7,083,787
+46,963
| +0.7% | +$3.17M |
|
355
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $476M | 0.05% |
4,770,700
+1,222,834
| +34% | +$122M |
|
356
State Street
STT
$31.8B
| $468M | 0.05% |
6,031,661
+1,430,237
| +31% | +$111M |
|
357
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
| $463M | 0.05% |
6,785,436
+87,100
| +1% | +$5.95M |
|
358
iShares Russell 1000 ETF
IWB
$44.1B
| $462M | 0.05% |
2,196,591
+301,825
| +16% | +$63.5M |
|
359
LyondellBasell Industries
LYB
$17.5B
| $462M | 0.05% |
5,564,134
+34,064
| +0.6% | +$2.83M |
|
360
LKQ Corp
LKQ
$8.31B
| $460M | 0.05% |
8,612,434
+6,296,379
| +272% | +$336M |
|
361
GoDaddy
GDDY
$20.6B
| $458M | 0.05% |
6,125,512
+5,133,332
| +517% | +$384M |
|
362
Unilever
UL
$155B
| $457M | 0.05% |
9,074,250
+16,850
| +0.2% | +$848K |
|
363
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $457M | 0.05% |
7,777,280
-2,824,168
| -27% | -$166M |
|
364
Vanguard Health Care ETF
VHT
$15.8B
| $456M | 0.05% |
1,840,245
+201,763
| +12% | +$50M |
|
365
Trane Technologies
TT
$91.1B
| $455M | 0.05% |
2,707,243
+471,969
| +21% | +$79.3M |
|
366
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.07B
| $455M | 0.05% |
4,513,616
-24,871
| -0.5% | -$2.51M |
|
|
PXD
367
DELISTED
Pioneer Natural Resource Co.
PXD
| $451M | 0.05% |
1,976,122
+195,272
| +11% | +$44.6M |
|
368
Cadence Design Systems
CDNS
$98.6B
| $451M | 0.05% |
2,807,404
+782,517
| +39% | +$126M |
|
|
WBA
369
DELISTED
Walgreens Boots Alliance
WBA
| $447M | 0.05% |
11,974,220
+1,155,331
| +11% | +$43.2M |
|
370
BP
BP
$87.8B
| $447M | 0.05% |
12,806,882
+1,038,404
| +9% | +$36.3M |
|
371
iShares US Technology ETF
IYW
$23.3B
| $446M | 0.05% |
5,989,447
+1,109,984
| +23% | +$82.7M |
|
372
Constellation Energy
CEG
$94B
| $445M | 0.05% |
5,156,570
+923,970
| +22% | +$79.7M |
|
373
Vanguard Total International Stock ETF
VXUS
$103B
| $443M | 0.05% |
8,565,297
-528,789
| -6% | -$27.3M |
|
374
Kroger
KR
$44.7B
| $442M | 0.05% |
9,922,732
+535,244
| +6% | +$23.9M |
|
375
Paychex
PAYX
$48.3B
| $442M | 0.05% |
3,826,640
+336,299
| +10% | +$38.9M |
|