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 | |
|---|---|---|---|---|---|---|
476
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $814M | 0.04% |
17,450,848
+10,047,389
| +136% | +$469M |
|
477
Hilton Worldwide
HLT
$64B
| $812M | 0.04% |
4,460,388
+2,425,635
| +119% | +$442M |
|
478
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $810M | 0.04% |
12,456,954
+6,711,635
| +117% | +$437M |
|
479
Casey's General Stores
CASY
$18.8B
| $809M | 0.04% |
2,944,882
+1,359,523
| +86% | +$374M |
|
480
NetEase
NTES
$85B
| $808M | 0.04% |
8,677,926
+5,528,719
| +176% | +$515M |
|
481
Consolidated Edison
ED
$35.4B
| $808M | 0.04% |
8,879,470
+4,657,927
| +110% | +$424M |
|
482
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.28B
| $806M | 0.04% |
6,442,562
+3,263,920
| +103% | +$408M |
|
483
Citizens Financial Group
CFG
$22.3B
| $805M | 0.04% |
24,304,788
+11,139,746
| +85% | +$369M |
|
484
VeriSign
VRSN
$26.2B
| $800M | 0.04% |
3,884,218
+2,057,382
| +113% | +$424M |
|
485
Unilever
UL
$158B
| $798M | 0.04% |
16,458,244
+7,589,567
| +86% | +$368M |
|
486
Fidelity National Information Services
FIS
$35.9B
| $796M | 0.04% |
13,255,726
+6,288,358
| +90% | +$378M |
|
487
Global Payments
GPN
$21.3B
| $796M | 0.04% |
6,266,034
+2,863,165
| +84% | +$364M |
|
488
Vanguard Russell 1000 Growth ETF
VONG
$31.1B
| $796M | 0.04% |
10,198,978
+5,425,716
| +114% | +$423M |
|
489
Kinder Morgan
KMI
$59.1B
| $796M | 0.04% |
45,106,020
+24,705,927
| +121% | +$436M |
|
490
Diageo
DEO
$61.3B
| $795M | 0.04% |
5,458,292
+2,167,176
| +66% | +$316M |
|
491
Bank of New York Mellon
BK
$73.1B
| $791M | 0.03% |
15,205,220
+7,597,714
| +100% | +$395M |
|
492
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $791M | 0.03% |
7,502,950
+3,868,748
| +106% | +$408M |
|
493
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $788M | 0.03% |
10,313,308
+5,315,780
| +106% | +$406M |
|
494
Ingersoll Rand
IR
$32.2B
| $788M | 0.03% |
10,182,370
+5,200,264
| +104% | +$402M |
|
495
Sysco
SYY
$39.4B
| $787M | 0.03% |
10,760,790
+5,327,216
| +98% | +$390M |
|
496
iShares S&P Small-Cap 600 Value ETF
IJS
$6.69B
| $786M | 0.03% |
7,624,256
+3,917,166
| +106% | +$404M |
|
497
Martin Marietta Materials
MLM
$37.5B
| $785M | 0.03% |
1,572,886
+822,255
| +110% | +$410M |
|
498
iShares MSCI India ETF
INDA
$9.26B
| $785M | 0.03% |
16,076,090
+8,460,303
| +111% | +$413M |
|
499
Envista
NVST
$3.54B
| $784M | 0.03% |
32,569,642
+18,709,314
| +135% | +$450M |
|
500
Affiliated Managers Group
AMG
$6.54B
| $783M | 0.03% |
5,173,686
+2,699,109
| +109% | +$409M |
|