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 | |
|---|---|---|---|---|---|---|
451
Gartner
IT
$17.8B
| $620M | 0.04% |
2,359,342
+416,533
|
|
||
452
Take-Two Interactive
TTWO
$45.3B
| $620M | 0.04% |
2,398,715
+104,351
|
|
||
453
Booz Allen Hamilton
BAH
$10.3B
| $617M | 0.04% |
6,178,062
-445,598
|
|
||
454
Infosys
INFY
$71.5B
| $617M | 0.04% |
37,952,320
+6,721,989
|
|
||
455
Paychex
PAYX
$41.3B
| $617M | 0.04% |
4,863,630
+150,577
|
|
||
456
D.R. Horton
DHI
$45.1B
| $613M | 0.04% |
3,617,146
-200,985
|
|
||
457
Public Service Enterprise Group
PEG
$39.9B
| $609M | 0.04% |
7,293,155
+70,558
|
|
||
458
Capital Group Growth ETF
CGGR
$18.4B
| $607M | 0.04% |
13,812,724
+1,945,309
|
|
||
459
RPM International
RPM
$13.6B
| $604M | 0.04% |
5,120,220
-88,022
|
|
||
460
Cognizant
CTSH
$40.1B
| $598M | 0.04% |
8,909,414
+1,108,317
|
|
||
461
Corteva
CTVA
$44.4B
| $596M | 0.04% |
8,809,506
+646,335
|
|
||
462
iShares US Aerospace & Defense ETF
ITA
$12.2B
| $591M | 0.04% |
2,822,112
+984,089
|
|
||
463
Vanguard International Dividend Appreciation ETF
VIGI
$8.99B
| $591M | 0.04% |
6,592,890
+515,591
|
|
||
464
Ares Management
ARES
$37.9B
| $587M | 0.04% |
3,669,763
-20,772
|
|
||
465
Consolidated Edison
ED
$35.8B
| $583M | 0.04% |
5,795,375
+419,541
|
|
||
466
Citizens Financial Group
CFG
$25B
| $580M | 0.04% |
10,919,196
+125,669
|
|
||
467
Xcel Energy
XEL
$44.3B
| $580M | 0.04% |
7,188,777
+473,581
|
|
||
468
Vanguard Small-Cap Growth ETF
VBK
$20.6B
| $575M | 0.03% |
1,931,756
+49,784
|
|
||
469
Targa Resources
TRGP
$38.2B
| $572M | 0.03% |
3,413,591
-197,397
|
|
||
470
Unilever
UL
$141B
| $572M | 0.03% |
9,642,607
+364,584
|
|
||
|
CRWV
471
CoreWeave Inc
CRWV
$34.3B
| $571M | 0.03% |
4,172,359
+3,456,695
|
|
||
472
Enterprise Products Partners
EPD
$69B
| $570M | 0.03% |
18,232,350
-5,047,615
|
|
||
473
Banco Santander
SAN
$170B
| $570M | 0.03% |
54,389,986
+24,215,508
|
|
||
474
AptarGroup
ATR
$8B
| $568M | 0.03% |
4,251,697
-125,613
|
|
||
475
First Solar
FSLR
$27.2B
| $568M | 0.03% |
2,574,895
+404,025
|
|