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 | |
|---|---|---|---|---|---|---|
601
Verisk Analytics
VRSK
$36.7B
| $184M | 0.03% |
1,081,474
-220,867
| -17% | -$37.7M |
|
602
Hartford Financial Services
HIG
$36.9B
| $184M | 0.03% |
2,977,069
-212,691
| -7% | -$13.2M |
|
603
iShares US Home Construction ETF
ITB
$3.24B
| $184M | 0.03% |
3,537,579
-39,787
| -1% | -$2.07M |
|
604
iShares S&P 100 ETF
OEF
$22.4B
| $184M | 0.03% |
1,132,268
-17,042
| -1% | -$2.77M |
|
605
Entergy
ETR
$39.5B
| $184M | 0.03% |
3,647,830
+115,166
| +3% | +$5.79M |
|
606
J.M. Smucker
SJM
$11.7B
| $183M | 0.03% |
1,334,306
+1,956
| +0.1% | +$269K |
|
607
Weyerhaeuser
WY
$18.1B
| $183M | 0.03% |
6,412,541
-235,007
| -4% | -$6.71M |
|
608
Atmos Energy
ATO
$26.3B
| $182M | 0.02% |
1,786,413
+219,895
| +14% | +$22.4M |
|
609
Targa Resources
TRGP
$35.2B
| $181M | 0.02% |
3,007,119
-3,360
| -0.1% | -$203K |
|
610
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $181M | 0.02% |
5,033,798
+117,919
| +2% | +$4.25M |
|
611
Vanguard Energy ETF
VDE
$7.34B
| $181M | 0.02% |
1,783,610
+631
| +0% | +$64.1K |
|
612
Toyota
TM
$257B
| $181M | 0.02% |
1,388,972
-82,896
| -6% | -$10.8M |
|
613
iShares Silver Trust
SLV
$20.2B
| $180M | 0.02% |
10,282,254
-1,162,485
| -10% | -$20.3M |
|
614
Zimmer Biomet
ZBH
$20.3B
| $180M | 0.02% |
1,718,361
-5,216
| -0.3% | -$545K |
|
615
Amicus Therapeutics
FOLD
$2.45B
| $179M | 0.02% |
17,183,513
-1,130,067
| -6% | -$11.8M |
|
|
VMW
616
DELISTED
VMware, Inc
VMW
| $179M | 0.02% |
1,684,435
+357,044
| +27% | +$38M |
|
617
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$707M
| $179M | 0.02% |
6,453,170
-96,516
| -1% | -$2.68M |
|
618
Old Dominion Freight Line
ODFL
$30.7B
| $179M | 0.02% |
1,439,140
+45,102
| +3% | +$5.61M |
|
619
Match Group
MTCH
$9.12B
| $179M | 0.02% |
3,748,211
-500,007
| -12% | -$23.9M |
|
620
Church & Dwight Co
CHD
$22.7B
| $179M | 0.02% |
2,503,297
-167,370
| -6% | -$12M |
|
|
SHLX
621
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $179M | 0.02% |
11,309,806
+1,526,731
| +16% | +$24.1M |
|
622
Aptiv
APTV
$17.8B
| $178M | 0.02% |
2,282,187
-145,223
| -6% | -$11.4M |
|
623
Fortive
FTV
$16.2B
| $177M | 0.02% |
3,034,606
+199,442
| +7% | +$11.6M |
|
624
MGM Resorts International
MGM
$9.79B
| $177M | 0.02% |
5,952,503
-172,435
| -3% | -$5.12M |
|
625
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
| $177M | 0.02% |
3,064,231
-46,626
| -1% | -$2.69M |
|