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 | |
|---|---|---|---|---|---|---|
376
Alibaba
BABA
$351B
| $742M | 0.05% |
6,541,390
-3,667,972
| -36% | -$416M |
|
377
PACCAR
PCAR
$51.2B
| $738M | 0.05% |
7,767,975
+398,278
| +5% | +$37.9M |
|
378
Alerian MLP ETF
AMLP
$10.5B
| $728M | 0.05% |
14,890,710
-312,026
| -2% | -$15.2M |
|
379
Sea Limited
SE
$114B
| $727M | 0.05% |
4,544,624
+331,500
| +8% | +$53M |
|
380
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| $726M | 0.05% |
8,673,468
+230,715
| +3% | +$19.3M |
|
381
iShares US Treasury Bond ETF
GOVT
$28.1B
| $726M | 0.05% |
31,574,796
+11,993,847
| +61% | +$276M |
|
382
VanEck Gold Miners ETF
GDX
$20.1B
| $725M | 0.05% |
13,931,696
-2,673,739
| -16% | -$139M |
|
383
Enterprise Products Partners
EPD
$68.3B
| $722M | 0.05% |
23,279,965
-5,263,437
| -18% | -$163M |
|
384
Kroger
KR
$44.7B
| $716M | 0.05% |
9,987,035
+177,117
| +2% | +$12.7M |
|
385
Quanta Services
PWR
$55.6B
| $712M | 0.05% |
1,882,243
+155,219
| +9% | +$58.7M |
|
386
Vanguard Extended Market ETF
VXF
$24.1B
| $704M | 0.05% |
3,655,410
+42,922
| +1% | +$8.27M |
|
387
Martin Marietta Materials
MLM
$37B
| $703M | 0.05% |
1,280,791
+355,579
| +38% | +$195M |
|
388
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.89B
| $695M | 0.05% |
19,713,398
+239,379
| +1% | +$8.45M |
|
389
Digital Realty Trust
DLR
$55.9B
| $695M | 0.05% |
3,985,703
-140,914
| -3% | -$24.6M |
|
390
Prudential Financial
PRU
$37.1B
| $695M | 0.05% |
6,466,765
+295,273
| +5% | +$31.7M |
|
391
Booz Allen Hamilton
BAH
$12.7B
| $690M | 0.04% |
6,623,660
+1,020,160
| +18% | +$106M |
|
392
Shell
SHEL
$209B
| $689M | 0.04% |
9,790,666
-465,522
| -5% | -$32.8M |
|
393
Becton Dickinson
BDX
$54.6B
| $688M | 0.04% |
3,991,613
-4,598,284
| -54% | -$792M |
|
394
ResMed
RMD
$40.9B
| $686M | 0.04% |
2,660,233
-1,479,378
| -36% | -$382M |
|
395
Workday
WDAY
$61.6B
| $686M | 0.04% |
2,858,644
-239,860
| -8% | -$57.6M |
|
396
Paychex
PAYX
$48.3B
| $686M | 0.04% |
4,713,053
-1,262,984
| -21% | -$184M |
|
397
AptarGroup
ATR
$9.03B
| $685M | 0.04% |
4,377,310
-15,573
| -0.4% | -$2.44M |
|
398
Ametek
AME
$43.3B
| $681M | 0.04% |
3,765,273
-104,767
| -3% | -$19M |
|
399
BlackRock US Equity Factor Rotation ETF
DYNF
$22.8B
| $681M | 0.04% |
12,496,054
+2,532,597
| +25% | +$138M |
|
400
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $677M | 0.04% |
6,370,874
+3,066,431
| +93% | +$326M |
|