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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Labcorp
LH
$23B
| $404M | 0.03% |
1,538,431
-36,749
| -2% | -$9.65M |
|
577
iShares MSCI Brazil ETF
EWZ
$5.59B
| $402M | 0.03% |
13,929,390
+7,683,918
| +123% | +$222M |
|
578
Vanguard Mega Cap Value ETF
MGV
$10B
| $401M | 0.03% |
3,059,983
+170,805
| +6% | +$22.4M |
|
579
Kenvue
KVUE
$35.8B
| $401M | 0.03% |
19,162,956
-2,046,628
| -10% | -$42.8M |
|
580
Devon Energy
DVN
$22.3B
| $400M | 0.03% |
12,581,232
-2,118,705
| -14% | -$67.4M |
|
581
Steel Dynamics
STLD
$20B
| $400M | 0.03% |
3,124,298
+594,591
| +24% | +$76.1M |
|
582
Sanofi
SNY
$115B
| $399M | 0.03% |
8,257,646
+246,642
| +3% | +$11.9M |
|
583
Eversource Energy
ES
$23.8B
| $397M | 0.03% |
6,244,110
+826,221
| +15% | +$52.6M |
|
584
Affiliated Managers Group
AMG
$6.71B
| $397M | 0.03% |
2,017,494
-277,035
| -12% | -$54.5M |
|
585
Synchrony
SYF
$28.2B
| $396M | 0.03% |
5,939,516
-38,551
| -0.6% | -$2.57M |
|
586
Materials Select Sector SPDR Fund
XLB
$5.51B
| $396M | 0.03% |
4,511,970
-1,740,907
| -28% | -$153M |
|
587
Insulet
PODD
$24.1B
| $395M | 0.03% |
1,258,054
+50,460
| +4% | +$15.9M |
|
588
WEX
WEX
$5.97B
| $394M | 0.03% |
2,683,931
+244,285
| +10% | +$35.9M |
|
589
Arch Capital
ACGL
$34B
| $393M | 0.03% |
4,313,638
+148,502
| +4% | +$13.5M |
|
590
Datadog
DDOG
$49.1B
| $391M | 0.03% |
2,912,708
-328,931
| -10% | -$44.2M |
|
591
Church & Dwight Co
CHD
$22.8B
| $390M | 0.03% |
4,055,553
+109,880
| +3% | +$10.6M |
|
592
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $390M | 0.03% |
7,382,594
-271,116
| -4% | -$14.3M |
|
593
Carnival Corp
CCL
$43.8B
| $388M | 0.03% |
13,790,197
-2,083,828
| -13% | -$58.6M |
|
594
Veralto
VLTO
$26.9B
| $388M | 0.03% |
3,840,611
-175,811
| -4% | -$17.7M |
|
595
JB Hunt Transport Services
JBHT
$13.5B
| $387M | 0.03% |
2,696,835
+140,218
| +5% | +$20.1M |
|
596
iShares Core High Dividend ETF
HDV
$11.7B
| $387M | 0.03% |
3,299,766
+67,566
| +2% | +$7.92M |
|
597
Quest Diagnostics
DGX
$20.4B
| $385M | 0.03% |
2,145,104
+359,986
| +20% | +$64.7M |
|
598
Atmos Energy
ATO
$26.5B
| $385M | 0.03% |
2,499,880
+272,695
| +12% | +$42M |
|
599
HSBC
HSBC
$239B
| $382M | 0.02% |
6,289,571
-202,176
| -3% | -$12.3M |
|
600
Veeva Systems
VEEV
$46B
| $381M | 0.02% |
1,324,045
+219,388
| +20% | +$63.2M |
|