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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dominion Energy
D
$50.9B
| $672M | 0.04% |
10,981,257
+170,610
|
|
||
427
Marvell Technology
MRVL
$70.3B
| $671M | 0.04% |
7,977,931
-161,472
|
|
||
428
Roivant Sciences
ROIV
$15.4B
| $671M | 0.04% |
44,322,857
-371,109
|
|
||
429
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.98B
| $665M | 0.04% |
8,560,538
+3,235,574
|
|
||
430
State Street SPDR S&P Dividend ETF
SDY
$20.2B
| $665M | 0.04% |
4,744,818
-26,325
|
|
||
431
Yum! Brands
YUM
$42.7B
| $664M | 0.04% |
4,366,615
+88,698
|
|
||
432
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $660M | 0.04% |
5,974,097
+121,370
|
|
||
433
SPDR Gold MiniShares Trust
GLDM
$25.5B
| $659M | 0.04% |
8,618,409
+691,694
|
|
||
434
VanEck Morningstar Wide Moat ETF
MOAT
$13B
| $656M | 0.04% |
6,615,568
-167,928
|
|
||
435
Sony
SONY
$158B
| $653M | 0.04% |
22,697,947
-2,339,195
|
|
||
436
Becton Dickinson
BDX
$56.6B
| $649M | 0.04% |
3,466,741
-524,872
|
|
||
437
Xylem
XYL
$33.4B
| $648M | 0.04% |
4,391,699
-68,375
|
|
||
438
Prudential Financial
PRU
$40.9B
| $646M | 0.04% |
6,229,121
-237,644
|
|
||
439
Royal Bank of Canada
RY
$233B
| $643M | 0.04% |
4,364,747
+14,373
|
|
||
440
VeriSign
VRSN
$22.5B
| $634M | 0.04% |
2,268,793
+9,410
|
|
||
441
Carlyle Group
CG
$20.6B
| $634M | 0.04% |
10,105,720
+969,946
|
|
||
442
ResMed
RMD
$36.2B
| $633M | 0.04% |
2,313,138
-347,095
|
|
||
443
Keurig Dr Pepper
KDP
$39.3B
| $628M | 0.04% |
24,626,732
-2,392,495
|
|
||
444
BHP
BHP
$149B
| $626M | 0.04% |
11,237,436
+2,292,148
|
|
||
445
Occidental Petroleum
OXY
$38.3B
| $626M | 0.04% |
13,251,710
+2,608,167
|
|
||
446
Enbridge
ENB
$103B
| $625M | 0.04% |
12,380,089
+2,468,964
|
|
||
447
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
| $625M | 0.04% |
7,562,685
+311,031
|
|
||
448
Cboe Global Markets
CBOE
$26B
| $622M | 0.04% |
2,535,829
+416,401
|
|
||
449
Factset
FDS
$10.9B
| $621M | 0.04% |
2,169,227
-205,645
|
|
||
450
Global X MLP & Energy Infrastructure ETF
MLPX
$2.54B
| $621M | 0.04% |
9,900,226
+28,341
|
|