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 | |
|---|---|---|---|---|---|---|
476
IDEX
IEX
$15.5B
| $587M | 0.04% |
3,099,129
-167,241
|
|
||
477
Aramark
ARMK
$13.5B
| $586M | 0.04% |
14,444,250
-2,087,445
|
|
||
478
Ulta Beauty
ULTA
$22.4B
| $585M | 0.04% |
1,120,044
+29,419
|
|
||
479
Vanguard Small-Cap Growth ETF
VBK
$23.2B
| $585M | 0.04% |
1,936,579
+53,976
|
|
||
480
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
| $584M | 0.04% |
6,036,864
-377,677
|
|
||
481
Dow Inc
DOW
$26B
| $582M | 0.04% |
13,976,737
-3,535,148
|
|
||
482
Infosys
INFY
$51.3B
| $578M | 0.03% |
42,752,938
-8,174,618
|
|
||
483
Chipotle Mexican Grill
CMG
$42.2B
| $577M | 0.03% |
18,030,236
-5,079,573
|
|
||
484
VeriSign
VRSN
$28.2B
| $573M | 0.03% |
2,308,654
+197,710
|
|
||
485
Microchip Technology
MCHP
$50.6B
| $572M | 0.03% |
8,852,679
-182,547
|
|
||
486
Xcel Energy
XEL
$50.6B
| $570M | 0.03% |
7,169,719
+176,593
|
|
||
487
Steel Dynamics
STLD
$34.6B
| $567M | 0.03% |
3,149,055
-119,688
|
|
||
488
Edwards Lifesciences
EW
$49.4B
| $565M | 0.03% |
7,060,876
-253,416
|
|
||
489
Agilent Technologies
A
$32.5B
| $564M | 0.03% |
4,949,129
-92,752
|
|
||
490
Roper Technologies
ROP
$33B
| $562M | 0.03% |
1,587,357
-1,788,910
|
|
||
491
Toronto Dominion Bank
TD
$187B
| $559M | 0.03% |
5,989,805
+703,497
|
|
||
492
FirstEnergy
FE
$26.8B
| $558M | 0.03% |
11,022,122
+196,975
|
|
||
493
Archer Daniels Midland
ADM
$37.4B
| $556M | 0.03% |
7,645,401
+569,372
|
|
||
494
Public Service Enterprise Group
PEG
$39.6B
| $556M | 0.03% |
6,862,705
-151,972
|
|
||
495
Atmos Energy
ATO
$29.7B
| $554M | 0.03% |
3,001,186
+245,273
|
|
||
|
TBIL
496
F/m US Treasury 3 Month Bill Fund
TBIL
$7.09B
| $552M | 0.03% |
11,062,128
+1,247,177
|
|
||
497
PIMCO Multi Sector Bond Active ETF
PYLD
$13.4B
| $550M | 0.03% |
21,001,050
+3,885,331
|
|
||
498
WEC Energy
WEC
$36.9B
| $549M | 0.03% |
4,742,853
+676,277
|
|
||
499
GoDaddy
GDDY
$12B
| $544M | 0.03% |
6,581,311
+89,540
|
|
||
500
Berkshire Hathaway Class A
BRK.A
$1.05T
| $542M | 0.03% |
755
+6
|
|