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 | |
|---|---|---|---|---|---|---|
476
Copart
CPRT
$37.4B
| $563M | 0.03% |
12,521,737
+1,269,673
|
|
||
477
DuPont de Nemours
DD
$17B
| $563M | 0.03% |
7,220,941
-124,702
|
|
||
478
GE HealthCare
GEHC
$38.5B
| $561M | 0.03% |
7,475,297
-334,202
|
|
||
479
Berkshire Hathaway Class A
BRK.A
$1.09T
| $559M | 0.03% |
741
+39
|
|
||
480
Agilent Technologies
A
$39.8B
| $558M | 0.03% |
4,349,679
+206,632
|
|
||
481
Ford
F
$54.4B
| $556M | 0.03% |
46,492,208
-195,171
|
|
||
482
State Street
STT
$36B
| $556M | 0.03% |
4,789,181
+41,236
|
|
||
483
iShares MSCI India ETF
INDA
$9.4B
| $554M | 0.03% |
10,635,871
-163,759
|
|
||
484
W.W. Grainger
GWW
$49B
| $550M | 0.03% |
577,566
-3,239
|
|
||
485
Jones Lang LaSalle
JLL
$15.5B
| $550M | 0.03% |
1,844,070
+32,218
|
|
||
486
Tyler Technologies
TYL
$19.2B
| $550M | 0.03% |
1,050,997
-37,301
|
|
||
487
NXP Semiconductors
NXPI
$58.3B
| $550M | 0.03% |
2,413,347
-294,828
|
|
||
488
IDEX
IEX
$13.4B
| $549M | 0.03% |
3,370,742
+237,281
|
|
||
489
Lennar Class A
LEN
$29.6B
| $548M | 0.03% |
4,349,697
+646,630
|
|
||
490
First Trust Capital Strength ETF
FTCS
$8.22B
| $541M | 0.03% |
5,780,548
-167,505
|
|
||
491
Waste Connections
WCN
$45.2B
| $539M | 0.03% |
3,066,794
+412,504
|
|
||
492
Trade Desk
TTD
$17.5B
| $539M | 0.03% |
10,988,813
-1,646,227
|
|
||
493
Mettler-Toledo International
MTD
$28.9B
| $535M | 0.03% |
435,626
+56,511
|
|
||
494
Diamondback Energy
FANG
$44.1B
| $531M | 0.03% |
3,711,143
-65,922
|
|
||
495
Vanguard Long-Term Treasury ETF
VGLT
$9.95B
| $531M | 0.03% |
9,331,225
+73,592
|
|
||
496
Ingersoll Rand
IR
$32.3B
| $530M | 0.03% |
6,419,905
+537,392
|
|
||
497
Arm
ARM
$132B
| $529M | 0.03% |
3,737,692
-38,936
|
|
||
498
Super Micro Computer
SMCI
$18.7B
| $529M | 0.03% |
11,029,121
-1,421,312
|
|
||
499
Vanguard Russell 1000 Value ETF
VONV
$14.5B
| $525M | 0.03% |
5,876,073
+152,564
|
|
||
500
Avery Dennison
AVY
$14.2B
| $523M | 0.03% |
3,222,094
+373,626
|
|