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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Brookfield Infrastructure Partners
BIP
$14.2B
| $277M | 0.04% |
7,235,274
-28,008
| -0.4% | -$1.07M |
|
477
Alerian MLP ETF
AMLP
$10.5B
| $277M | 0.04% |
8,026,105
+306,014
| +4% | +$10.5M |
|
478
FirstEnergy
FE
$24.8B
| $275M | 0.04% |
7,154,909
+2,182,308
| +44% | +$83.8M |
|
479
State Street
STT
$31.5B
| $273M | 0.04% |
4,429,057
+1,903,182
| +75% | +$117M |
|
480
Tyson Foods
TSN
$19.6B
| $271M | 0.04% |
3,147,221
+1,221,673
| +63% | +$105M |
|
481
VanEck Gold Miners ETF
GDX
$20.5B
| $269M | 0.04% |
9,840,805
+384,611
| +4% | +$10.5M |
|
482
CenterPoint Energy
CNP
$24.6B
| $269M | 0.03% |
9,086,697
+4,390,823
| +94% | +$130M |
|
483
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $267M | 0.03% |
3,809,123
+2,065,757
| +118% | +$145M |
|
484
HCA Healthcare
HCA
$92B
| $267M | 0.03% |
1,590,100
+899,047
| +130% | +$151M |
|
485
Clorox
CLX
$15.1B
| $266M | 0.03% |
1,889,450
+676,990
| +56% | +$95.4M |
|
|
FTCH
486
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $266M | 0.03% |
37,174,967
-1,426,930
| -4% | -$10.2M |
|
487
Vanguard Mega Cap Growth ETF
MGK
$29.5B
| $265M | 0.03% |
1,461,028
-235,907
| -14% | -$42.9M |
|
488
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $265M | 0.03% |
2,223,887
+110,713
| +5% | +$13.2M |
|
489
Idexx Laboratories
IDXX
$51.4B
| $265M | 0.03% |
755,619
+443,914
| +142% | +$156M |
|
490
Coinbase
COIN
$82.4B
| $262M | 0.03% |
5,564,288
+416,715
| +8% | +$19.6M |
|
491
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.3B
| $261M | 0.03% |
7,640,342
+559,274
| +8% | +$19.1M |
|
492
M&T Bank
MTB
$30.9B
| $260M | 0.03% |
1,629,877
+1,094,842
| +205% | +$175M |
|
493
Vale
VALE
$44.7B
| $257M | 0.03% |
17,576,953
+4,535,737
| +35% | +$66.4M |
|
494
Edison International
EIX
$20.8B
| $257M | 0.03% |
4,059,663
+1,521,038
| +60% | +$96.2M |
|
495
Suncor Energy
SU
$50.2B
| $257M | 0.03% |
7,318,028
+2,775,768
| +61% | +$97.3M |
|
496
McCormick & Company Non-Voting
MKC
$18.2B
| $256M | 0.03% |
3,069,428
+1,014,214
| +49% | +$84.4M |
|
497
Motorola Solutions
MSI
$80.5B
| $255M | 0.03% |
1,214,612
+879,659
| +263% | +$184M |
|
498
Quest Diagnostics
DGX
$20.2B
| $254M | 0.03% |
1,906,519
+417,110
| +28% | +$55.5M |
|
499
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $253M | 0.03% |
6,468,675
-729,968
| -10% | -$28.6M |
|
500
Ameren
AEE
$26.7B
| $252M | 0.03% |
2,793,871
+1,536,077
| +122% | +$139M |
|