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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
C.H. Robinson
CHRW
$15.4B
| $182M | 0.02% |
1,795,916
+1,030,132
| +135% | +$104M |
|
627
Expeditors International
EXPD
$16.7B
| $182M | 0.02% |
1,862,700
+1,072,534
| +136% | +$105M |
|
628
Akamai
AKAM
$11.2B
| $181M | 0.02% |
1,983,642
+822,191
| +71% | +$75.1M |
|
629
Zimmer Biomet
ZBH
$20.5B
| $181M | 0.02% |
1,723,577
+918,447
| +114% | +$96.5M |
|
630
DTE Energy
DTE
$28.2B
| $181M | 0.02% |
1,427,626
+674,885
| +90% | +$85.5M |
|
631
Vanguard International Dividend Appreciation ETF
VIGI
$8.55B
| $181M | 0.02% |
2,633,179
+578,035
| +28% | +$39.7M |
|
632
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14B
| $181M | 0.02% |
2,116,663
-575,216
| -21% | -$49.1M |
|
633
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
| $181M | 0.02% |
23,411,311
+604,941
| +3% | +$4.66M |
|
634
Masimo
MASI
$7.97B
| $180M | 0.02% |
1,376,624
+886,202
| +181% | +$116M |
|
635
Albemarle
ALB
$8.83B
| $180M | 0.02% |
860,582
+151,203
| +21% | +$31.6M |
|
636
Targa Resources
TRGP
$35.6B
| $180M | 0.02% |
3,010,479
-233,377
| -7% | -$13.9M |
|
637
Ross Stores
ROST
$49.1B
| $179M | 0.02% |
2,553,005
+1,164,741
| +84% | +$81.8M |
|
638
Old Dominion Freight Line
ODFL
$31.5B
| $179M | 0.02% |
1,394,038
-289,324
| -17% | -$37.1M |
|
639
iShares US Aerospace & Defense ETF
ITA
$9.36B
| $179M | 0.02% |
1,801,077
+134,166
| +8% | +$13.3M |
|
640
Ventas
VTR
$31.5B
| $178M | 0.02% |
3,464,685
+1,210,497
| +54% | +$62.3M |
|
641
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.18B
| $178M | 0.02% |
4,030,551
+2,032,503
| +102% | +$89.7M |
|
642
Vanguard Energy ETF
VDE
$7.34B
| $177M | 0.02% |
1,782,979
+79,320
| +5% | +$7.89M |
|
643
MGM Resorts International
MGM
$9.67B
| $177M | 0.02% |
6,124,938
+1,983,977
| +48% | +$57.4M |
|
644
Nu Holdings
NU
$75.9B
| $176M | 0.02% |
47,080,352
+8,849,616
| +23% | +$33.1M |
|
645
KKR & Co
KKR
$129B
| $176M | 0.02% |
3,799,743
+407,743
| +12% | +$18.9M |
|
646
Atmos Energy
ATO
$26.5B
| $176M | 0.02% |
1,566,518
+373,627
| +31% | +$41.9M |
|
647
VanEck Oil Services ETF
OIH
$861M
| $175M | 0.02% |
751,388
+167,533
| +29% | +$39M |
|
648
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $175M | 0.02% |
2,968,018
+538,567
| +22% | +$31.7M |
|
649
Hologic
HOLX
$14.7B
| $174M | 0.02% |
2,513,004
+735,907
| +41% | +$51M |
|
650
Ferguson
FERG
$44.7B
| $174M | 0.02% |
1,570,291
+1,512,412
| +2,613% | +$167M |
|