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 | |
|---|---|---|---|---|---|---|
426
Canadian Pacific Kansas City
CP
$68.1B
| $317M | 0.04% |
4,538,835
+1,952,200
| +75% | +$136M |
|
427
Cencora
COR
$57.8B
| $312M | 0.04% |
2,208,699
+875,857
| +66% | +$124M |
|
428
TransDigm Group
TDG
$73.4B
| $312M | 0.04% |
581,550
+337,667
| +138% | +$181M |
|
429
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $312M | 0.04% |
3,876,176
-18,909
| -0.5% | -$1.52M |
|
430
Oneok
OKE
$45.6B
| $312M | 0.04% |
5,619,347
+1,888,649
| +51% | +$105M |
|
431
T Rowe Price
TROW
$23.4B
| $312M | 0.04% |
2,742,228
+1,143,901
| +72% | +$130M |
|
432
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $311M | 0.04% |
2,975,458
+120,708
| +4% | +$12.6M |
|
433
Synopsys
SNPS
$72.5B
| $311M | 0.04% |
1,024,147
+607,933
| +146% | +$185M |
|
434
American Water Works
AWK
$27B
| $310M | 0.04% |
2,080,946
+781,365
| +60% | +$116M |
|
435
Toronto Dominion Bank
TD
$130B
| $309M | 0.04% |
4,712,683
+1,819,193
| +63% | +$119M |
|
436
NIO
NIO
$12.8B
| $309M | 0.04% |
14,215,433
+107,273
| +0.8% | +$2.33M |
|
437
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $308M | 0.04% |
4,912,097
+113,349
| +2% | +$7.11M |
|
438
iShares MSCI ACWI ETF
ACWI
$22.4B
| $307M | 0.04% |
3,658,021
+49,585
| +1% | +$4.16M |
|
439
Xcel Energy
XEL
$42.5B
| $306M | 0.04% |
4,327,509
+2,429,773
| +128% | +$172M |
|
440
Sanofi
SNY
$114B
| $306M | 0.04% |
6,110,190
+3,716,445
| +155% | +$186M |
|
441
UDR
UDR
$12.8B
| $305M | 0.04% |
6,615,176
+3,949,037
| +148% | +$182M |
|
442
Autodesk
ADSK
$68.8B
| $304M | 0.04% |
1,766,486
+744,353
| +73% | +$128M |
|
443
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $303M | 0.04% |
2,989,104
+216,212
| +8% | +$21.9M |
|
444
Affirm
AFRM
$28.7B
| $301M | 0.04% |
16,664,719
+6,156,458
| +59% | +$111M |
|
445
Eastman Chemical
EMN
$7.64B
| $301M | 0.04% |
3,347,457
+779,966
| +30% | +$70M |
|
446
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $298M | 0.04% |
7,159,897
-1,752,472
| -20% | -$73M |
|
447
Republic Services
RSG
$70.9B
| $297M | 0.04% |
2,273,078
+823,857
| +57% | +$108M |
|
448
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| $297M | 0.04% |
5,189,083
+857,967
| +20% | +$49.2M |
|
449
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
| $297M | 0.04% |
4,664,283
-160,762
| -3% | -$10.2M |
|
450
Yum! Brands
YUM
$40.4B
| $296M | 0.04% |
2,610,845
+982,798
| +60% | +$112M |
|