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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
BlackRock Flexible Income ETF
BINC
$16.1B
| $513M | 0.03% |
9,884,326
+569,943
|
|
||
527
Dollar General
DG
$25.5B
| $513M | 0.03% |
4,320,387
-1,949,946
|
|
||
528
First Trust Capital Strength ETF
FTCS
$7.87B
| $513M | 0.03% |
5,527,367
-91,706
|
|
||
529
Jones Lang LaSalle
JLL
$15B
| $507M | 0.03% |
1,664,686
+33,819
|
|
||
530
Lennox International
LII
$18.7B
| $506M | 0.03% |
1,089,220
+39,661
|
|
||
531
Toyota
TM
$206B
| $502M | 0.03% |
2,435,144
+13,499
|
|
||
532
Cameco
CCJ
$41.7B
| $501M | 0.03% |
4,615,953
-362,380
|
|
||
533
Jabil
JBL
$34.8B
| $499M | 0.03% |
1,880,005
+142,920
|
|
||
534
Regions Financial
RF
$26.1B
| $499M | 0.03% |
19,114,744
+758,344
|
|
||
535
Dover
DOV
$28.5B
| $498M | 0.03% |
2,389,626
-90,197
|
|
||
536
Canadian Natural Resources
CNQ
$87.3B
| $497M | 0.03% |
10,192,029
-754,505
|
|
||
537
Suncor Energy
SU
$69.1B
| $496M | 0.03% |
7,508,552
-5,369,347
|
|
||
538
VictoryShares Free Cash Flow ETF
VFLO
$8.08B
| $496M | 0.03% |
12,552,172
+620,973
|
|
||
539
Public Storage
PSA
$56.1B
| $495M | 0.03% |
1,826,178
+317,290
|
|
||
540
Carlyle Group
CG
$15.9B
| $492M | 0.03% |
10,172,445
-17,503
|
|
||
541
American Water Works
AWK
$25.5B
| $492M | 0.03% |
3,612,397
+280,479
|
|
||
542
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.96B
| $490M | 0.03% |
9,858,269
+918,909
|
|
||
543
Vanguard FTSE Pacific ETF
VPL
$8.42B
| $489M | 0.03% |
5,000,288
+3,011,183
|
|
||
544
Grab
GRAB
$15.9B
| $489M | 0.03% |
133,501,940
+21,013,309
|
|
||
545
iShares Russell 3000 ETF
IWV
$19.8B
| $488M | 0.03% |
1,317,743
+32,921
|
|
||
546
Paychex
PAYX
$37.8B
| $488M | 0.03% |
5,298,028
+454,780
|
|
||
547
Quest Diagnostics
DGX
$23B
| $486M | 0.03% |
2,479,720
-213,848
|
|
||
548
Hewlett Packard
HPE
$65B
| $485M | 0.03% |
20,358,412
-2,344,932
|
|
||
549
iShares MSCI KLD 400 Social ETF
DSI
$5.37B
| $481M | 0.03% |
3,971,726
+104,911
|
|
||
550
Copart
CPRT
$26.2B
| $481M | 0.03% |
14,490,231
+1,784,155
|
|