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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Huntington Bancshares
HBAN
$27.9B
| $406M | 0.02% |
23,508,535
+2,832,787
|
|
||
602
Bio-Techne
TECH
$9.14B
| $403M | 0.02% |
7,237,878
+658,935
|
|
||
603
Toronto Dominion Bank
TD
$156B
| $402M | 0.02% |
5,025,096
+1,098,433
|
|
||
604
Eversource Energy
ES
$25.7B
| $401M | 0.02% |
5,640,881
-603,229
|
|
||
605
Veralto
VLTO
$24.9B
| $401M | 0.02% |
3,758,811
-81,800
|
|
||
606
Estee Lauder
EL
$36.4B
| $399M | 0.02% |
4,525,736
-1,204,213
|
|
||
607
Northern Trust
NTRS
$26.4B
| $399M | 0.02% |
2,962,239
+435,848
|
|
||
608
Rio Tinto
RIO
$123B
| $399M | 0.02% |
6,037,534
-1,087,052
|
|
||
609
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.9B
| $397M | 0.02% |
4,267,559
+38,256
|
|
||
610
CMS Energy
CMS
$21.5B
| $396M | 0.02% |
5,404,815
-819,868
|
|
||
611
Clorox
CLX
$12.4B
| $394M | 0.02% |
3,195,815
+493,624
|
|
||
612
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
| $393M | 0.02% |
6,833,333
+209,095
|
|
||
613
Darden Restaurants
DRI
$21.7B
| $393M | 0.02% |
2,064,415
-95,120
|
|
||
614
Insulet
PODD
$20.5B
| $392M | 0.02% |
1,269,109
+11,055
|
|
||
615
Cameco
CCJ
$39.1B
| $390M | 0.02% |
4,654,640
+32,469
|
|
||
616
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.29B
| $389M | 0.02% |
8,448,039
+322,618
|
|
||
617
West Pharmaceutical
WST
$19.6B
| $388M | 0.02% |
1,478,629
-6,468
|
|
||
618
Arch Capital
ACGL
$34.7B
| $386M | 0.02% |
4,255,950
-57,688
|
|
||
619
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.41B
| $384M | 0.02% |
8,651,060
+163,032
|
|
||
620
Vanguard Health Care ETF
VHT
$17.5B
| $383M | 0.02% |
1,474,703
+11,200
|
|
||
621
Pultegroup
PHM
$24.7B
| $382M | 0.02% |
2,890,173
+134,380
|
|
||
622
lululemon athletica
LULU
$24.2B
| $380M | 0.02% |
2,137,876
+208,369
|
|
||
623
JB Hunt Transport Services
JBHT
$18.8B
| $379M | 0.02% |
2,827,994
+131,159
|
|
||
624
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.8B
| $379M | 0.02% |
1,353,868
-2,484
|
|
||
625
CDW
CDW
$18.9B
| $378M | 0.02% |
2,374,940
-2,939,741
|
|