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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
MSCI
MSCI
$44.2B
| $633M | 0.04% |
1,097,926
-82,859
| -7% | -$47.8M |
|
427
Marvell Technology
MRVL
$57.7B
| $630M | 0.04% |
8,139,403
+1,188,448
| +17% | +$92M |
|
428
Flutter Entertainment
FLUT
$51.3B
| $630M | 0.04% |
2,203,927
-814,074
| -27% | -$233M |
|
429
Targa Resources
TRGP
$35.5B
| $629M | 0.04% |
3,610,988
+101,009
| +3% | +$17.6M |
|
430
Ulta Beauty
ULTA
$23B
| $626M | 0.04% |
1,337,242
+86,215
| +7% | +$40.3M |
|
431
Live Nation Entertainment
LYV
$39.8B
| $623M | 0.04% |
4,117,675
+1,909,406
| +86% | +$289M |
|
432
ARK Innovation ETF
ARKK
$7.26B
| $620M | 0.04% |
8,816,983
+1,678,391
| +24% | +$118M |
|
433
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $619M | 0.04% |
9,871,885
+540,993
| +6% | +$33.9M |
|
434
LKQ Corp
LKQ
$8.25B
| $617M | 0.04% |
16,683,176
-44,333
| -0.3% | -$1.64M |
|
435
Electronic Arts
EA
$42.2B
| $614M | 0.04% |
3,846,628
-9,512
| -0.2% | -$1.52M |
|
436
TE Connectivity
TEL
$62.3B
| $612M | 0.04% |
3,631,318
+281,491
| +8% | +$47.5M |
|
437
Norfolk Southern
NSC
$61.3B
| $611M | 0.04% |
2,387,776
-47,645
| -2% | -$12.2M |
|
438
Dominion Energy
D
$49.7B
| $611M | 0.04% |
10,810,647
-232,802
| -2% | -$13.2M |
|
439
Arm
ARM
$160B
| $611M | 0.04% |
3,776,628
+618,442
| +20% | +$100M |
|
440
Super Micro Computer
SMCI
$26.9B
| $610M | 0.04% |
12,450,433
+1,222,926
| +11% | +$59.9M |
|
441
Baker Hughes
BKR
$46B
| $609M | 0.04% |
15,893,317
+425,232
| +3% | +$16.3M |
|
442
Cognizant
CTSH
$34.3B
| $609M | 0.04% |
7,801,097
+1,009,303
| +15% | +$78.8M |
|
443
Corteva
CTVA
$49.4B
| $608M | 0.04% |
8,163,171
+336,012
| +4% | +$25M |
|
444
Public Service Enterprise Group
PEG
$40.4B
| $608M | 0.04% |
7,222,597
+443,453
| +7% | +$37.3M |
|
445
Capital Group Dividend Value ETF
CGDV
$21.6B
| $606M | 0.04% |
15,348,105
+3,961,700
| +35% | +$156M |
|
446
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $606M | 0.04% |
2,521,073
+296,339
| +13% | +$71.2M |
|
447
W.W. Grainger
GWW
$47.6B
| $604M | 0.04% |
580,805
+23,224
| +4% | +$24.2M |
|
448
iShares MSCI India ETF
INDA
$9.39B
| $601M | 0.04% |
10,799,630
+1,083,817
| +11% | +$60.3M |
|
449
CoStar Group
CSGP
$37.3B
| $596M | 0.04% |
7,411,528
-498,615
| -6% | -$40.1M |
|
450
Ross Stores
ROST
$48.8B
| $594M | 0.04% |
4,658,041
+9,540
| +0.2% | +$1.22M |
|