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 | |
|---|---|---|---|---|---|---|
451
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $643M | 0.04% |
8,326,313
+854,721
|
|
||
452
Comfort Systems
FIX
$64.3B
| $635M | 0.04% |
460,135
+28,462
|
|
||
453
Becton Dickinson
BDX
$40.7B
| $632M | 0.04% |
4,020,672
+646,032
|
|
||
454
HSBC
HSBC
$316B
| $632M | 0.04% |
7,658,493
+174,610
|
|
||
455
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
| $630M | 0.04% |
5,916,664
+242,803
|
|
||
456
Avery Dennison
AVY
$12.2B
| $628M | 0.04% |
3,636,754
-233,135
|
|
||
457
State Street
STT
$42.6B
| $627M | 0.04% |
4,953,857
-268,525
|
|
||
458
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| $620M | 0.04% |
5,613,698
-359,827
|
|
||
459
SAP
SAP
$205B
| $619M | 0.04% |
3,616,017
-65,421
|
|
||
460
Live Nation Entertainment
LYV
$38.5B
| $617M | 0.04% |
4,043,080
+531,856
|
|
||
461
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
| $616M | 0.04% |
6,963,462
+170,198
|
|
||
462
Mettler-Toledo International
MTD
$22.3B
| $616M | 0.04% |
488,081
+74,498
|
|
||
463
Wabtec
WAB
$43.5B
| $615M | 0.04% |
2,462,739
+394,574
|
|
||
464
IonQ
IONQ
$23.8B
| $610M | 0.04% |
21,159,892
+1,593,061
|
|
||
465
GSK
GSK
$103B
| $609M | 0.04% |
11,030,651
+5,201,988
|
|
||
466
Consolidated Edison
ED
$40B
| $607M | 0.04% |
5,359,232
-34,340
|
|
||
467
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
| $607M | 0.04% |
6,436,027
+819,306
|
|
||
468
Ciena
CIEN
$82.5B
| $606M | 0.04% |
1,561,554
+176,582
|
|
||
469
ResMed
RMD
$30.2B
| $603M | 0.04% |
2,686,821
-204,876
|
|
||
470
Sanofi
SNY
$106B
| $603M | 0.04% |
12,511,867
+3,409,671
|
|
||
471
Prudential Financial
PRU
$36.2B
| $601M | 0.04% |
6,154,554
-494,648
|
|
||
472
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.71B
| $598M | 0.04% |
6,251,676
+5,338,489
|
|
||
473
Datadog
DDOG
$79.1B
| $598M | 0.04% |
5,062,213
+1,024,592
|
|
||
474
W.W. Grainger
GWW
$58.9B
| $595M | 0.04% |
545,570
-11,734
|
|
||
475
Devon Energy
DVN
$54.4B
| $590M | 0.04% |
11,726,849
+136,389
|
|