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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
NXP Semiconductors
NXPI
$56.9B
| $341M | 0.04% |
2,155,826
+206,718
| +11% | +$32.7M |
|
477
Columbia Sportswear
COLM
$3.1B
| $338M | 0.04% |
3,859,552
+3,572,227
| +1,243% | +$313M |
|
478
WEX
WEX
$5.91B
| $337M | 0.04% |
2,059,893
+1,594,294
| +342% | +$261M |
|
479
Toronto Dominion Bank
TD
$128B
| $337M | 0.04% |
5,201,812
+1,427,610
| +38% | +$92.5M |
|
480
iShares Core MSCI Total International Stock ETF
IXUS
$48.5B
| $337M | 0.04% |
5,819,167
-354,214
| -6% | -$20.5M |
|
481
Paycom
PAYC
$12.6B
| $337M | 0.04% |
1,084,991
+646,679
| +148% | +$201M |
|
482
Cintas
CTAS
$81.7B
| $336M | 0.04% |
2,975,444
+144,588
| +5% | +$16.3M |
|
483
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $336M | 0.04% |
5,450,418
+1,151,840
| +27% | +$71M |
|
484
Canadian Pacific Kansas City
CP
$69.9B
| $334M | 0.04% |
4,472,032
+310,879
| +7% | +$23.2M |
|
485
Choice Hotels
CHH
$5.31B
| $331M | 0.04% |
2,942,590
+2,668,582
| +974% | +$301M |
|
486
Burlington
BURL
$18.3B
| $331M | 0.04% |
1,634,553
+1,410,015
| +628% | +$286M |
|
487
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $331M | 0.04% |
4,610,621
-41,429
| -0.9% | -$2.97M |
|
488
Alnylam Pharmaceuticals
ALNY
$63.2B
| $330M | 0.04% |
1,390,640
-108,119
| -7% | -$25.7M |
|
489
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $328M | 0.04% |
4,416,570
+595,210
| +16% | +$44.2M |
|
490
Veeva Systems
VEEV
$46.3B
| $328M | 0.04% |
2,030,078
-1,739,686
| -46% | -$281M |
|
491
Equity Residential
EQR
$25.4B
| $328M | 0.04% |
5,551,602
+891,918
| +19% | +$52.6M |
|
492
Delta Air Lines
DAL
$39.6B
| $326M | 0.04% |
9,929,900
-506,364
| -5% | -$16.6M |
|
|
VMW
493
DELISTED
VMware, Inc
VMW
| $326M | 0.04% |
2,655,951
+971,516
| +58% | +$119M |
|
494
Mettler-Toledo International
MTD
$27.1B
| $324M | 0.04% |
223,931
+9,632
| +4% | +$13.9M |
|
495
FMC
FMC
$4.73B
| $319M | 0.04% |
2,557,733
+1,142,531
| +81% | +$143M |
|
496
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $317M | 0.04% |
4,815,671
-4,551
| -0.1% | -$299K |
|
497
FirstEnergy
FE
$25B
| $315M | 0.04% |
7,515,260
+177,489
| +2% | +$7.44M |
|
498
Airbnb
ABNB
$75.8B
| $314M | 0.04% |
3,674,892
-176,478
| -5% | -$15.1M |
|
499
Aptiv
APTV
$17.9B
| $314M | 0.04% |
3,370,942
+1,088,755
| +48% | +$101M |
|
500
SPDR S&P Metals & Mining ETF
XME
$2.33B
| $312M | 0.04% |
6,258,405
+498,869
| +9% | +$24.8M |
|