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 | |
|---|---|---|---|---|---|---|
501
Cintas
CTAS
$80.8B
| $251M | 0.03% |
2,690,192
+1,531,868
| +132% | +$143M |
|
502
Mettler-Toledo International
MTD
$25.9B
| $251M | 0.03% |
218,209
+151,646
| +228% | +$174M |
|
503
Electronic Arts
EA
$42.4B
| $251M | 0.03% |
2,060,462
+1,160,437
| +129% | +$141M |
|
504
Eversource Energy
ES
$23.7B
| $248M | 0.03% |
2,931,713
+1,286,589
| +78% | +$109M |
|
505
Church & Dwight Co
CHD
$22.7B
| $247M | 0.03% |
2,670,667
+1,086,393
| +69% | +$101M |
|
506
eBay
EBAY
$41.7B
| $247M | 0.03% |
5,929,023
+2,238,375
| +61% | +$93.3M |
|
507
Warner Bros
WBD
$30.5B
| $247M | 0.03% |
+18,372,859
| New | +$247M |
|
|
HES
508
DELISTED
Hess
HES
| $246M | 0.03% |
2,323,682
+847,615
| +57% | +$89.8M |
|
509
SPDR S&P Homebuilders ETF
XHB
$1.9B
| $246M | 0.03% |
4,498,685
-2,517,293
| -36% | -$138M |
|
510
The Mosaic Company
MOS
$10.5B
| $246M | 0.03% |
5,210,876
+1,782,414
| +52% | +$84.2M |
|
|
MMP
511
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $246M | 0.03% |
5,144,847
+324,751
| +7% | +$15.5M |
|
512
Coterra Energy
CTRA
$18.5B
| $244M | 0.03% |
9,472,783
+5,155,744
| +119% | +$133M |
|
513
Ulta Beauty
ULTA
$22.9B
| $244M | 0.03% |
633,703
+185,945
| +42% | +$71.7M |
|
514
Cognizant
CTSH
$33.8B
| $244M | 0.03% |
3,615,414
+2,076,903
| +135% | +$140M |
|
515
Labcorp
LH
$22.8B
| $243M | 0.03% |
1,209,278
+355,277
| +42% | +$71.5M |
|
516
International Flavors & Fragrances
IFF
$16.5B
| $243M | 0.03% |
2,042,890
+320,406
| +19% | +$38.2M |
|
517
Genuine Parts
GPC
$19.3B
| $242M | 0.03% |
1,819,155
+831,643
| +84% | +$111M |
|
|
MRO
518
DELISTED
Marathon Oil Corporation
MRO
| $242M | 0.03% |
10,759,754
+6,361,060
| +145% | +$143M |
|
519
Vanguard Russell 1000 Growth ETF
VONG
$31.6B
| $242M | 0.03% |
4,296,703
-445,256
| -9% | -$25.1M |
|
520
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.65B
| $241M | 0.03% |
4,356,185
+2,248,486
| +107% | +$125M |
|
521
Baidu
BIDU
$36.9B
| $240M | 0.03% |
1,616,126
+259,228
| +19% | +$38.6M |
|
522
International Paper
IP
$24.7B
| $240M | 0.03% |
5,735,665
+2,663,546
| +87% | +$111M |
|
523
Constellation Energy
CEG
$102B
| $240M | 0.03% |
4,186,104
+860,044
| +26% | +$49.2M |
|
|
DRE
524
DELISTED
Duke Realty Corp.
DRE
| $240M | 0.03% |
4,360,982
+2,773,934
| +175% | +$152M |
|
525
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $237M | 0.03% |
4,532,697
+415,049
| +10% | +$21.7M |
|