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 |
SPDR S&P 500 ETF Trust
SPY
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Agilent Technologies
A
$35.3B
| $281M | 0.04% |
2,310,354
-100,619
| -4% | -$12.2M |
|
452
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $281M | 0.04% |
3,821,360
+225,708
| +6% | +$16.6M |
|
453
MSCI
MSCI
$43.5B
| $280M | 0.04% |
663,482
-42,243
| -6% | -$17.8M |
|
454
State Street
STT
$31.5B
| $280M | 0.04% |
4,601,424
+172,367
| +4% | +$10.5M |
|
455
Eastman Chemical
EMN
$7.6B
| $278M | 0.04% |
3,912,818
+565,361
| +17% | +$40.2M |
|
456
Canadian Pacific Kansas City
CP
$68.4B
| $278M | 0.04% |
4,161,153
-377,682
| -8% | -$25.2M |
|
457
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| $277M | 0.04% |
5,145,181
-43,902
| -0.8% | -$2.37M |
|
458
Cintas
CTAS
$80.6B
| $275M | 0.04% |
2,830,856
+140,664
| +5% | +$13.7M |
|
459
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $274M | 0.04% |
5,012,872
+514,187
| +11% | +$28.1M |
|
460
Genuine Parts
GPC
$19.3B
| $274M | 0.04% |
1,835,691
+16,536
| +0.9% | +$2.47M |
|
461
American Water Works
AWK
$27B
| $272M | 0.04% |
2,093,299
+12,353
| +0.6% | +$1.61M |
|
462
Yum! Brands
YUM
$40.8B
| $272M | 0.04% |
2,559,316
-51,529
| -2% | -$5.48M |
|
463
FirstEnergy
FE
$24.9B
| $271M | 0.04% |
7,337,771
+182,862
| +3% | +$6.77M |
|
464
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $271M | 0.04% |
4,820,222
-91,875
| -2% | -$5.16M |
|
465
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $271M | 0.04% |
4,298,578
+489,455
| +13% | +$30.8M |
|
466
HCA Healthcare
HCA
$92.7B
| $270M | 0.04% |
1,471,063
-119,037
| -7% | -$21.9M |
|
467
Public Service Enterprise Group
PEG
$40.6B
| $270M | 0.04% |
4,806,703
+169,896
| +4% | +$9.55M |
|
468
Motorola Solutions
MSI
$80.4B
| $270M | 0.04% |
1,204,723
-9,889
| -0.8% | -$2.21M |
|
469
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $269M | 0.04% |
7,812,889
-60,179
| -0.8% | -$2.08M |
|
470
JD.com
JD
$47.3B
| $269M | 0.04% |
5,348,855
-40,877
| -0.8% | -$2.06M |
|
471
Guardant Health
GH
$7.12B
| $269M | 0.04% |
4,992,702
-163,494
| -3% | -$8.8M |
|
472
Ulta Beauty
ULTA
$23B
| $268M | 0.04% |
667,552
+33,849
| +5% | +$13.6M |
|
473
Bank of New York Mellon
BK
$73.5B
| $268M | 0.04% |
6,947,265
+76,625
| +1% | +$2.95M |
|
474
Consolidated Edison
ED
$35B
| $266M | 0.04% |
3,097,849
+64,712
| +2% | +$5.55M |
|
475
Charter Communications
CHTR
$36.1B
| $265M | 0.04% |
872,526
-37,999
| -4% | -$11.5M |
|