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 | |
|---|---|---|---|---|---|---|
426
Casey's General Stores
CASY
$30.5B
| $681M | 0.04% |
935,994
-291,138
|
|
||
427
Arm
ARM
$326B
| $675M | 0.04% |
4,463,815
+680,809
|
|
||
428
Halliburton
HAL
$34.6B
| $673M | 0.04% |
17,258,914
+1,452,746
|
|
||
429
iShares Bitcoin Trust
IBIT
$61.9B
| $663M | 0.04% |
17,263,778
+3,823,119
|
|
||
430
Coinbase
COIN
$48.7B
| $663M | 0.04% |
3,798,533
-553,239
|
|
||
431
Tyler Technologies
TYL
$12.9B
| $663M | 0.04% |
1,936,997
+906,697
|
|
||
432
CACI
CACI
$11.1B
| $662M | 0.04% |
1,216,380
-427,668
|
|
||
433
Electronic Arts
EA
$50.4B
| $661M | 0.04% |
3,244,371
-8,656
|
|
||
434
TotalEnergies
TTE
$204B
| $659M | 0.04% |
7,248,408
+172,953
|
|
||
435
Trimble
TRMB
$13.1B
| $659M | 0.04% |
10,101,589
-1,662,083
|
|
||
436
Vanguard Long-Term Treasury ETF
VGLT
$9.89B
| $657M | 0.04% |
11,864,604
+970,583
|
|
||
437
iShares US Aerospace & Defense ETF
ITA
$13.9B
| $657M | 0.04% |
3,001,157
+7,660
|
|
||
438
Coherent
COHR
$73.9B
| $656M | 0.04% |
2,754,010
+878,121
|
|
||
439
Putnam Focused Large Cap Value ETF
PVAL
$10.7B
| $655M | 0.04% |
14,118,161
+4,551,431
|
|
||
440
Yum! Brands
YUM
$42.8B
| $654M | 0.04% |
4,205,614
-265,513
|
|
||
441
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.2B
| $654M | 0.04% |
5,900,858
+621,334
|
|
||
442
Trip.com Group
TCOM
$29.2B
| $653M | 0.04% |
13,107,012
-3,270,924
|
|
||
443
Old Dominion Freight Line
ODFL
$43.8B
| $651M | 0.04% |
3,331,255
+815,838
|
|
||
444
Enbridge
ENB
$127B
| $650M | 0.04% |
12,001,433
-2,066,514
|
|
||
445
PPL Corp
PPL
$27.3B
| $648M | 0.04% |
16,964,450
-2,408,452
|
|
||
446
Nucor
NUE
$52.8B
| $648M | 0.04% |
3,830,507
-22,698
|
|
||
447
Fair Isaac
FICO
$28.8B
| $646M | 0.04% |
604,697
+104,861
|
|
||
448
Ingersoll Rand
IR
$27.7B
| $645M | 0.04% |
8,052,815
+1,486,889
|
|
||
449
Teradyne
TER
$56.1B
| $644M | 0.04% |
2,172,070
-269,944
|
|
||
450
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
| $644M | 0.04% |
7,988,347
+2,328,676
|
|