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 | |
|---|---|---|---|---|---|---|
676
Vulcan Materials
VMC
$39.4B
| $166M | 0.02% |
1,165,077
+668,321
| +135% | +$95M |
|
677
Alnylam Pharmaceuticals
ALNY
$61.1B
| $165M | 0.02% |
1,128,615
+279,958
| +33% | +$40.8M |
|
678
Generac Holdings
GNRC
$11.2B
| $164M | 0.02% |
780,770
+318,251
| +69% | +$67M |
|
679
iShares US Energy ETF
IYE
$1.16B
| $164M | 0.02% |
4,299,679
-1,477,178
| -26% | -$56.3M |
|
680
iShares MSCI USA Value Factor ETF
VLUE
$7.32B
| $163M | 0.02% |
1,804,158
-882,911
| -33% | -$79.9M |
|
681
Petrobras
PBR
$82B
| $163M | 0.02% |
13,956,136
-332,266
| -2% | -$3.88M |
|
682
Huntington Bancshares
HBAN
$25.8B
| $163M | 0.02% |
13,548,197
+6,888,134
| +103% | +$82.9M |
|
683
Hilton Worldwide
HLT
$65.2B
| $163M | 0.02% |
1,461,078
+510,151
| +54% | +$56.9M |
|
684
iShares Core MSCI Europe ETF
IEUR
$6.93B
| $163M | 0.02% |
3,620,503
+51,772
| +1% | +$2.33M |
|
685
Keurig Dr Pepper
KDP
$37.4B
| $162M | 0.02% |
4,577,464
+2,346,381
| +105% | +$83M |
|
686
FMC
FMC
$4.68B
| $162M | 0.02% |
1,510,846
+595,184
| +65% | +$63.7M |
|
687
Best Buy
BBY
$16.5B
| $162M | 0.02% |
2,478,987
+1,412,438
| +132% | +$92.1M |
|
688
Telus
TU
$24.3B
| $160M | 0.02% |
7,201,504
+986,403
| +16% | +$22M |
|
689
Gaming and Leisure Properties
GLPI
$13.6B
| $160M | 0.02% |
3,479,585
+1,058,583
| +44% | +$48.5M |
|
690
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
| $159M | 0.02% |
2,515,913
-214,100
| -8% | -$13.6M |
|
691
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $159M | 0.02% |
4,916,872
-2,839,015
| -37% | -$91.7M |
|
692
NiSource
NI
$19.3B
| $159M | 0.02% |
5,386,600
+2,746,994
| +104% | +$81M |
|
693
Take-Two Interactive
TTWO
$45.6B
| $159M | 0.02% |
1,293,994
+738,483
| +133% | +$90.5M |
|
694
Bank of Montreal
BMO
$91.1B
| $158M | 0.02% |
1,642,023
+663,646
| +68% | +$63.8M |
|
695
Gartner
IT
$18.1B
| $158M | 0.02% |
652,589
+338,245
| +108% | +$81.8M |
|
696
Hewlett Packard
HPE
$32.6B
| $158M | 0.02% |
11,879,468
+5,297,460
| +80% | +$70.2M |
|
697
SPDR Bloomberg Convertible Securities ETF
CWB
$4.51B
| $157M | 0.02% |
2,434,020
-46,487
| -2% | -$3M |
|
698
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $156M | 0.02% |
2,864,833
-27,161
| -0.9% | -$1.48M |
|
699
Skyworks Solutions
SWKS
$10.9B
| $156M | 0.02% |
1,687,496
+948,451
| +128% | +$87.9M |
|
700
Celanese
CE
$4.96B
| $156M | 0.02% |
1,327,660
+709,804
| +115% | +$83.5M |
|