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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
O'Reilly Automotive
ORLY
$90.7B
| $362M | 0.05% |
8,598,795
+4,310,115
| +100% | +$182M |
|
377
iShares Core MSCI Total International Stock ETF
IXUS
$48.5B
| $361M | 0.05% |
6,332,441
+804,150
| +15% | +$45.9M |
|
378
Centene
CNC
$15.3B
| $361M | 0.05% |
4,264,326
+2,183,739
| +105% | +$185M |
|
379
Infosys
INFY
$70.5B
| $359M | 0.05% |
19,389,636
+12,520,702
| +182% | +$232M |
|
380
Fastenal
FAST
$55B
| $358M | 0.05% |
14,361,484
+6,214,650
| +76% | +$155M |
|
381
Wayfair
W
$11.2B
| $357M | 0.05% |
8,203,951
-323,513
| -4% | -$14.1M |
|
382
Nucor
NUE
$32.4B
| $357M | 0.05% |
3,415,692
+922,784
| +37% | +$96.3M |
|
383
Fiserv
FI
$74.2B
| $356M | 0.05% |
4,006,858
+1,674,677
| +72% | +$149M |
|
|
PARA
384
DELISTED
Paramount Global Class B
PARA
| $355M | 0.05% |
14,379,508
+2,595,537
| +22% | +$64.1M |
|
385
iShares Russell 1000 ETF
IWB
$44.1B
| $353M | 0.05% |
1,701,331
+57,450
| +3% | +$11.9M |
|
|
DFS
386
DELISTED
Discover Financial Services
DFS
| $352M | 0.05% |
3,726,505
+1,573,063
| +73% | +$149M |
|
387
Hershey
HSY
$38B
| $351M | 0.05% |
1,632,849
+766,334
| +88% | +$165M |
|
388
Delta Air Lines
DAL
$39.6B
| $351M | 0.05% |
12,099,577
+3,687,327
| +44% | +$107M |
|
389
Parker-Hannifin
PH
$95.7B
| $349M | 0.05% |
1,418,223
+479,470
| +51% | +$118M |
|
390
Johnson Controls International
JCI
$69.6B
| $349M | 0.05% |
7,283,694
+2,579,851
| +55% | +$124M |
|
391
NXP Semiconductors
NXPI
$56.4B
| $348M | 0.05% |
2,350,784
+830,626
| +55% | +$123M |
|
392
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
| $348M | 0.05% |
2,912,107
+1,395,117
| +92% | +$167M |
|
393
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $348M | 0.05% |
7,149,108
+1,883,509
| +36% | +$91.6M |
|
394
JD.com
JD
$48B
| $346M | 0.04% |
5,389,732
-188,196
| -3% | -$12.1M |
|
395
Ferrari
RACE
$85.4B
| $346M | 0.04% |
1,886,356
+240,369
| +15% | +$44.1M |
|
396
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.24B
| $345M | 0.04% |
3,276,829
+133,540
| +4% | +$14.1M |
|
397
Kinder Morgan
KMI
$59.2B
| $344M | 0.04% |
20,518,101
+4,361,786
| +27% | +$73.1M |
|
398
Fifth Third Bancorp
FITB
$30.1B
| $344M | 0.04% |
10,227,331
+4,415,116
| +76% | +$148M |
|
399
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| $341M | 0.04% |
7,733,657
-1,315,019
| -15% | -$58M |
|
400
Stanley Black & Decker
SWK
$11.9B
| $341M | 0.04% |
3,251,352
+397,019
| +14% | +$41.6M |
|