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 |
SPDR S&P 500 ETF Trust
SPY
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
PPG Industries
PPG
$24.6B
| $243M | 0.03% |
2,193,372
+147,644
| +7% | +$16.3M |
|
502
CrowdStrike
CRWD
$107B
| $243M | 0.03% |
1,472,908
+123,565
| +9% | +$20.4M |
|
503
Eversource Energy
ES
$23.8B
| $242M | 0.03% |
3,107,312
+175,599
| +6% | +$13.7M |
|
504
Dentsply Sirona
XRAY
$2.73B
| $241M | 0.03% |
8,487,279
+3,270,361
| +63% | +$92.7M |
|
505
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $241M | 0.03% |
4,125,889
+316,746
| +8% | +$18.5M |
|
|
HES
506
DELISTED
Hess
HES
| $240M | 0.03% |
2,200,161
-123,521
| -5% | -$13.5M |
|
|
MRO
507
DELISTED
Marathon Oil Corporation
MRO
| $239M | 0.03% |
10,606,311
-153,443
| -1% | -$3.46M |
|
508
Quest Diagnostics
DGX
$20.1B
| $239M | 0.03% |
1,951,223
+44,704
| +2% | +$5.48M |
|
509
Arista Networks
ANET
$189B
| $239M | 0.03% |
8,465,532
-191,964
| -2% | -$5.42M |
|
510
Stanley Black & Decker
SWK
$11.9B
| $237M | 0.03% |
3,145,886
-105,466
| -3% | -$7.93M |
|
511
Idexx Laboratories
IDXX
$51B
| $236M | 0.03% |
725,306
-30,313
| -4% | -$9.88M |
|
512
Iron Mountain
IRM
$28.8B
| $236M | 0.03% |
5,370,717
+695,338
| +15% | +$30.6M |
|
513
Pool Corp
POOL
$11.9B
| $236M | 0.03% |
741,545
+256,873
| +53% | +$81.7M |
|
514
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $234M | 0.03% |
4,664,389
+131,692
| +3% | +$6.6M |
|
515
Tractor Supply
TSCO
$31B
| $233M | 0.03% |
6,274,800
-1,045,780
| -14% | -$38.9M |
|
516
PACCAR
PCAR
$51.8B
| $233M | 0.03% |
4,173,177
+360,679
| +9% | +$20.1M |
|
517
Cognizant
CTSH
$33.8B
| $233M | 0.03% |
4,049,222
+433,808
| +12% | +$24.9M |
|
518
BHP
BHP
$135B
| $232M | 0.03% |
4,644,630
-325,992
| -7% | -$16.3M |
|
519
Mettler-Toledo International
MTD
$25.8B
| $232M | 0.03% |
214,299
-3,910
| -2% | -$4.24M |
|
520
Toronto Dominion Bank
TD
$130B
| $231M | 0.03% |
3,774,202
-938,481
| -20% | -$57.6M |
|
521
AES
AES
$9.06B
| $231M | 0.03% |
10,231,164
+639,861
| +7% | +$14.5M |
|
522
VICI Properties
VICI
$35.3B
| $230M | 0.03% |
7,700,766
-213,563
| -3% | -$6.37M |
|
523
The Mosaic Company
MOS
$10.6B
| $230M | 0.03% |
4,754,584
-456,292
| -9% | -$22.1M |
|
524
Electronic Arts
EA
$42.6B
| $228M | 0.03% |
1,969,864
-90,598
| -4% | -$10.5M |
|
525
Vanguard Russell 1000 Growth ETF
VONG
$31.6B
| $228M | 0.03% |
4,201,051
-95,652
| -2% | -$5.19M |
|