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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Enphase Energy
ENPH
$5.07B
| $388M | 0.04% |
1,466,079
+137,394
| +10% | +$36.4M |
|
427
Carrier Global
CARR
$55.8B
| $388M | 0.04% |
9,414,230
+1,443,747
| +18% | +$59.6M |
|
428
Republic Services
RSG
$71.2B
| $384M | 0.04% |
2,975,718
+397,430
| +15% | +$51.3M |
|
429
iShares 7-10 Year Treasury Bond ETF
IEF
$36.1B
| $383M | 0.04% |
4,003,799
+253,631
| +7% | +$24.3M |
|
430
SEI Investments
SEIC
$10.8B
| $380M | 0.04% |
6,519,582
+5,673,374
| +670% | +$331M |
|
431
Principal Financial Group
PFG
$17.8B
| $379M | 0.04% |
4,514,124
+1,816,343
| +67% | +$152M |
|
432
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
| $376M | 0.04% |
9,715,613
-708,237
| -7% | -$27.4M |
|
433
10x Genomics
TXG
$1.73B
| $376M | 0.04% |
10,319,696
-107,676
| -1% | -$3.92M |
|
434
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $375M | 0.04% |
2,086,135
-31,769
| -2% | -$5.71M |
|
435
PACCAR
PCAR
$51.6B
| $375M | 0.04% |
5,681,583
+1,508,406
| +36% | +$99.5M |
|
436
Sanofi
SNY
$114B
| $375M | 0.04% |
7,733,069
+1,251,199
| +19% | +$60.6M |
|
437
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| $374M | 0.04% |
1,866,372
-17,284
| -0.9% | -$3.47M |
|
438
iShares China Large-Cap ETF
FXI
$6.83B
| $373M | 0.04% |
13,178,535
-15,169,119
| -54% | -$429M |
|
439
iShares MSCI EAFE Growth ETF
EFG
$13.3B
| $373M | 0.04% |
4,449,655
-274,175
| -6% | -$23M |
|
440
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $373M | 0.04% |
12,207,355
+2,137,472
| +21% | +$65.3M |
|
441
Motorola Solutions
MSI
$79.7B
| $372M | 0.04% |
1,443,617
+238,894
| +20% | +$61.6M |
|
442
Vanguard Total World Stock ETF
VT
$52.2B
| $372M | 0.04% |
4,316,063
-71,168
| -2% | -$6.13M |
|
443
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
| $371M | 0.04% |
4,068,333
-157,282
| -4% | -$14.4M |
|
444
Genuine Parts
GPC
$19.5B
| $370M | 0.04% |
2,133,505
+297,814
| +16% | +$51.7M |
|
445
Globant
GLOB
$2.71B
| $370M | 0.04% |
2,198,488
-137,911
| -6% | -$23.2M |
|
446
Tractor Supply
TSCO
$31.8B
| $369M | 0.04% |
8,210,575
+1,935,775
| +31% | +$87.1M |
|
447
Sea Limited
SE
$113B
| $365M | 0.04% |
7,012,671
-2,543,465
| -27% | -$132M |
|
448
T Rowe Price
TROW
$23.8B
| $365M | 0.04% |
3,342,735
+436,365
| +15% | +$47.6M |
|
449
American Water Works
AWK
$27.3B
| $364M | 0.04% |
2,390,297
+296,998
| +14% | +$45.3M |
|
450
W.W. Grainger
GWW
$47.7B
| $364M | 0.04% |
654,682
+130,519
| +25% | +$72.6M |
|