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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Choice Hotels
CHH
$4.99B
| $335M | 0.02% |
3,235,832
-242,590
|
|
||
702
Graco
GGG
$12.3B
| $333M | 0.02% |
3,936,242
-120,794
|
|
||
703
First Solar
FSLR
$24.5B
| $332M | 0.02% |
1,682,402
-838,945
|
|
||
704
Alnylam Pharmaceuticals
ALNY
$39.9B
| $332M | 0.02% |
1,002,681
+32,524
|
|
||
705
Coca-Cola Europacific Partners
CCEP
$46.9B
| $331M | 0.02% |
3,645,115
+150,787
|
|
||
706
Canadian Imperial Bank of Commerce
CM
$108B
| $330M | 0.02% |
3,477,669
-1,511,076
|
|
||
707
Broadridge
BR
$17.1B
| $329M | 0.02% |
2,026,373
-2,045,808
|
|
||
708
JPMorgan Income ETF
JPIE
$9.81B
| $329M | 0.02% |
7,134,311
+344,287
|
|
||
709
Avantis International Equity ETF
AVDE
$17.3B
| $327M | 0.02% |
3,851,261
+1,058,931
|
|
||
710
iShares Floating Rate Bond ETF
FLOT
$9.98B
| $326M | 0.02% |
6,398,192
+261,878
|
|
||
711
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
| $325M | 0.02% |
6,112,857
-97,548
|
|
||
712
Watsco Inc
WSO
$15.8B
| $324M | 0.02% |
890,992
+66,126
|
|
||
713
Centene
CNC
$33.3B
| $323M | 0.02% |
9,880,236
+877,666
|
|
||
714
JPMorgan BetaBuilders Japan ETF
BBJP
$17.8B
| $323M | 0.02% |
4,681,992
+3,316,755
|
|
||
715
Rocket Companies
RKT
$40.7B
| $322M | 0.02% |
22,593,656
-4,415,623
|
|
||
716
Ameren
AEE
$31.3B
| $322M | 0.02% |
2,927,546
-96,321
|
|
||
717
WEX
WEX
$5.46B
| $321M | 0.02% |
2,100,268
-10,840
|
|
||
718
Packaging Corp of America
PKG
$20.4B
| $321M | 0.02% |
1,510,560
+217,200
|
|
||
719
Interactive Brokers
IBKR
$41.9B
| $320M | 0.02% |
4,765,572
+244,926
|
|
||
720
Janus Henderson Short Duration Income ETF
VNLA
$3.31B
| $320M | 0.02% |
6,540,667
+388,026
|
|
||
721
PG&E
PCG
$37.8B
| $319M | 0.02% |
18,139,357
+1,853,622
|
|
||
722
DexCom
DXCM
$28.9B
| $317M | 0.02% |
5,042,044
-30,602
|
|
||
|
CTRA
723
DELISTED
Coterra Energy
CTRA
| $314M | 0.02% |
8,927,080
-1,605,701
|
|
||
724
Idacorp
IDA
$8.35B
| $311M | 0.02% |
2,177,760
+73,820
|
|
||
725
Raymond James Financial
RJF
$32.8B
| $311M | 0.02% |
2,149,848
-471,373
|
|