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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
TE Connectivity
TEL
$59.2B
| $736M | 0.04% |
3,522,921
-97,513
|
|
||
402
iShares Semiconductor ETF
SOXX
$35.6B
| $734M | 0.04% |
2,234,319
-134,289
|
|
||
403
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
| $733M | 0.04% |
18,583,991
+637,135
|
|
||
404
Vale
VALE
$70.3B
| $732M | 0.04% |
46,025,401
+33,462,227
|
|
||
405
Liberty Media Series C
FWONK
$22.2B
| $731M | 0.04% |
8,593,803
-541,351
|
|
||
406
Baidu
BIDU
$43.5B
| $726M | 0.04% |
6,514,644
+3,805,218
|
|
||
407
iShares Russell 1000 ETF
IWB
$47.9B
| $724M | 0.04% |
2,029,785
-60,090
|
|
||
408
Equifax
EFX
$19.5B
| $723M | 0.04% |
4,016,415
-231,946
|
|
||
409
Fortinet
FTNT
$98.1B
| $723M | 0.04% |
8,844,318
+532,045
|
|
||
410
Lumentum
LITE
$73.7B
| $722M | 0.04% |
1,027,574
-24,185
|
|
||
411
Monolithic Power Systems
MPWR
$78.1B
| $718M | 0.04% |
656,367
+7,297
|
|
||
412
Cintas
CTAS
$69.2B
| $716M | 0.04% |
4,234,211
-158,905
|
|
||
413
Occidental Petroleum
OXY
$58.5B
| $713M | 0.04% |
10,976,687
-421,902
|
|
||
414
Kimberly-Clark
KMB
$32.9B
| $710M | 0.04% |
7,357,077
+1,643,982
|
|
||
415
American International
AIG
$40.9B
| $709M | 0.04% |
9,422,888
+80,864
|
|
||
416
State Street SPDR S&P Dividend ETF
SDY
$21.2B
| $708M | 0.04% |
4,849,841
+9,145
|
|
||
417
Keurig Dr Pepper
KDP
$39.6B
| $701M | 0.04% |
26,605,026
+1,247,430
|
|
||
|
MDLN
418
Medline Inc
MDLN
$31.3B
| $699M | 0.04% |
15,702,903
+540,843
|
|
||
419
Dominion Energy
D
$59.5B
| $698M | 0.04% |
11,288,689
-622,236
|
|
||
420
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
| $697M | 0.04% |
5,573,441
-4,518
|
|
||
421
Carrier Global
CARR
$52.4B
| $690M | 0.04% |
12,261,215
+503,766
|
|
||
422
W.R. Berkley
WRB
$25.1B
| $690M | 0.04% |
10,412,465
+614,107
|
|
||
423
Autodesk
ADSK
$50.9B
| $690M | 0.04% |
2,881,899
-162,264
|
|
||
424
NRG Energy
NRG
$29B
| $684M | 0.04% |
4,678,032
+186,008
|
|
||
425
Markel Group
MKL
$23.2B
| $683M | 0.04% |
357,087
-35,077
|
|