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 | |
|---|---|---|---|---|---|---|
351
Seagate
STX
$40.7B
| $792M | 0.05% |
5,488,478
+1,678
| +0% | +$242K |
|
352
Gartner
IT
$18.7B
| $785M | 0.05% |
1,942,809
-21,742
| -1% | -$8.79M |
|
353
Vanguard Total International Stock ETF
VXUS
$103B
| $785M | 0.05% |
11,357,540
+1,456,746
| +15% | +$101M |
|
354
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41B
| $783M | 0.05% |
8,215,054
+552,514
| +7% | +$52.7M |
|
355
Liberty Media Series C
FWONK
$25.4B
| $783M | 0.05% |
7,490,895
+131,106
| +2% | +$13.7M |
|
356
iShares Russell 2000 Value ETF
IWN
$11.8B
| $781M | 0.05% |
4,953,501
-102,319
| -2% | -$16.1M |
|
357
Corning
GLW
$62B
| $780M | 0.05% |
14,832,403
-521,457
| -3% | -$27.4M |
|
358
Invesco NASDAQ 100 ETF
QQQM
$59.9B
| $779M | 0.05% |
3,430,501
+319,983
| +10% | +$72.7M |
|
359
NRG Energy
NRG
$29.5B
| $777M | 0.05% |
4,839,153
-143,106
| -3% | -$23M |
|
360
Motorola Solutions
MSI
$79.6B
| $770M | 0.05% |
1,830,332
+37,886
| +2% | +$15.9M |
|
361
Ferrari
RACE
$85.4B
| $767M | 0.05% |
1,563,201
+71,585
| +5% | +$35.1M |
|
362
Equinix
EQIX
$76.3B
| $766M | 0.05% |
963,195
-70,915
| -7% | -$56.4M |
|
363
iShares MSCI EAFE Value ETF
EFV
$28B
| $761M | 0.05% |
11,993,662
+2,968,077
| +33% | +$188M |
|
364
Kimberly-Clark
KMB
$43.5B
| $759M | 0.05% |
5,886,912
+527,588
| +10% | +$68M |
|
365
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $758M | 0.05% |
4,610,461
+36,189
| +0.8% | +$5.95M |
|
366
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $758M | 0.05% |
2,651,188
+31,742
| +1% | +$9.07M |
|
367
FedEx
FDX
$53.3B
| $758M | 0.05% |
3,332,577
-58,302
| -2% | -$13.3M |
|
368
Vanguard Small-Cap Value ETF
VBR
$31.5B
| $754M | 0.05% |
3,865,623
-67,082
| -2% | -$13.1M |
|
369
PGIM Ultra Short Bond ETF
PULS
$12.4B
| $752M | 0.05% |
15,115,195
+1,337,162
| +10% | +$66.5M |
|
370
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $749M | 0.05% |
1,322,032
+270,488
| +26% | +$153M |
|
371
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $748M | 0.05% |
28,227,260
-1,134,063
| -4% | -$30.1M |
|
372
Aramark
ARMK
$10.1B
| $745M | 0.05% |
17,801,588
+92,036
| +0.5% | +$3.85M |
|
373
Axon Enterprise
AXON
$57.5B
| $745M | 0.05% |
899,872
+52,555
| +6% | +$43.5M |
|
374
Grab
GRAB
$21.6B
| $745M | 0.05% |
148,114,440
+5,426,254
| +4% | +$27.3M |
|
375
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $744M | 0.05% |
8,530,174
+1,530,035
| +22% | +$133M |
|