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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Moderna
MRNA
$9.78B
| $873M | 0.04% |
8,778,216
+3,466,202
| +65% | +$345M |
|
452
SAP
SAP
$313B
| $872M | 0.04% |
5,638,620
+2,866,762
| +103% | +$443M |
|
453
Capital One
COF
$142B
| $871M | 0.04% |
6,644,388
+3,436,883
| +107% | +$451M |
|
454
Yum! Brands
YUM
$40.1B
| $869M | 0.04% |
6,652,748
+3,516,422
| +112% | +$459M |
|
455
Charter Communications
CHTR
$35.7B
| $868M | 0.04% |
2,233,072
+1,046,334
| +88% | +$407M |
|
456
Vanguard International Dividend Appreciation ETF
VIGI
$8.47B
| $868M | 0.04% |
10,936,858
+5,733,956
| +110% | +$455M |
|
457
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $863M | 0.04% |
8,610,322
+3,936,798
| +84% | +$395M |
|
458
Old Dominion Freight Line
ODFL
$31.7B
| $863M | 0.04% |
4,259,760
+2,336,724
| +122% | +$474M |
|
459
CRH
CRH
$75.4B
| $859M | 0.04% |
12,423,966
+5,739,450
| +86% | +$397M |
|
460
Toronto Dominion Bank
TD
$127B
| $854M | 0.04% |
13,210,450
+8,117,969
| +159% | +$525M |
|
461
Newmont
NEM
$83.7B
| $853M | 0.04% |
20,601,380
+9,694,821
| +89% | +$401M |
|
462
TotalEnergies
TTE
$133B
| $847M | 0.04% |
12,568,826
+6,507,735
| +107% | +$438M |
|
463
Dolby
DLB
$6.96B
| $843M | 0.04% |
9,779,194
+4,876,899
| +99% | +$420M |
|
464
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.37B
| $838M | 0.04% |
18,777,676
+9,130,592
| +95% | +$407M |
|
465
Aramark
ARMK
$10.2B
| $836M | 0.04% |
29,735,524
+12,065,047
| +68% | +$339M |
|
466
Sony
SONY
$165B
| $834M | 0.04% |
44,064,730
+23,155,330
| +111% | +$439M |
|
467
iShares Core MSCI Total International Stock ETF
IXUS
$48.1B
| $833M | 0.04% |
12,833,700
+6,885,059
| +116% | +$447M |
|
468
Centene
CNC
$14.2B
| $833M | 0.04% |
11,227,088
+5,203,306
| +86% | +$386M |
|
469
Corteva
CTVA
$49.1B
| $831M | 0.04% |
17,337,900
+8,062,312
| +87% | +$386M |
|
470
Vanguard Total World Stock ETF
VT
$51.8B
| $828M | 0.04% |
8,048,712
+4,271,652
| +113% | +$439M |
|
471
Mettler-Toledo International
MTD
$26.9B
| $825M | 0.04% |
680,486
+413,319
| +155% | +$501M |
|
472
SBA Communications
SBAC
$21.2B
| $824M | 0.04% |
3,248,410
+1,804,582
| +125% | +$458M |
|
473
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
| $820M | 0.04% |
9,006,834
+4,514,124
| +100% | +$411M |
|
474
Edison International
EIX
$21B
| $817M | 0.04% |
11,433,452
+6,150,621
| +116% | +$440M |
|
475
Biogen
BIIB
$20.6B
| $817M | 0.04% |
3,155,554
+1,662,441
| +111% | +$430M |
|