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 | |
|---|---|---|---|---|---|---|
701
AB InBev
BUD
$115B
| $155M | 0.02% |
2,876,858
+1,123,193
| +64% | +$60.6M |
|
702
Whirlpool
WHR
$5.24B
| $154M | 0.02% |
997,002
+288,226
| +41% | +$44.6M |
|
703
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.96B
| $154M | 0.02% |
1,901,707
+1,505,348
| +380% | +$122M |
|
704
Fortive
FTV
$16.7B
| $154M | 0.02% |
2,835,164
-244,518
| -8% | -$13.3M |
|
705
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
| $153M | 0.02% |
4,086,373
+254,761
| +7% | +$9.57M |
|
706
VeriSign
VRSN
$26.9B
| $153M | 0.02% |
915,422
+541,654
| +145% | +$90.6M |
|
707
Packaging Corp of America
PKG
$19.4B
| $153M | 0.02% |
1,110,280
+567,392
| +105% | +$78M |
|
708
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $152M | 0.02% |
2,980,458
-4,356
| -0.1% | -$222K |
|
709
Invesco Large Cap Value ETF
PWV
$1.41B
| $152M | 0.02% |
3,479,701
+66,909
| +2% | +$2.92M |
|
710
Vodafone
VOD
$28.5B
| $152M | 0.02% |
9,747,456
+4,193,272
| +75% | +$65.3M |
|
711
Cameco
CCJ
$35.3B
| $152M | 0.02% |
7,207,623
+768,237
| +12% | +$16.1M |
|
712
Brown-Forman Class B
BF.B
$13B
| $151M | 0.02% |
2,157,042
+1,159,015
| +116% | +$81.3M |
|
|
VMW
713
DELISTED
VMware, Inc
VMW
| $151M | 0.02% |
1,327,391
+650,719
| +96% | +$74.2M |
|
714
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $151M | 0.02% |
3,799,172
+363,860
| +11% | +$14.4M |
|
715
Alexandria Real Estate Equities
ARE
$14.6B
| $151M | 0.02% |
1,038,045
+432,253
| +71% | +$62.7M |
|
716
Howmet Aerospace
HWM
$74.2B
| $150M | 0.02% |
4,769,573
+1,675,358
| +54% | +$52.7M |
|
717
Nexstar Media Group
NXST
$6.1B
| $150M | 0.02% |
918,565
+254,630
| +38% | +$41.5M |
|
718
Starwood Property Trust
STWD
$7.61B
| $149M | 0.02% |
7,143,529
+914,650
| +15% | +$19.1M |
|
719
Vanguard Utilities ETF
VPU
$7.31B
| $149M | 0.02% |
977,247
+185,199
| +23% | +$28.2M |
|
720
Bunge Global
BG
$16.3B
| $148M | 0.02% |
1,636,087
+214,287
| +15% | +$19.4M |
|
721
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
| $148M | 0.02% |
13,068,713
-120,881
| -0.9% | -$1.37M |
|
722
APA Corp
APA
$8.2B
| $147M | 0.02% |
4,219,194
+1,156,260
| +38% | +$40.4M |
|
|
ANSS
723
DELISTED
Ansys
ANSS
| $147M | 0.02% |
613,183
+386,197
| +170% | +$92.4M |
|
724
Comerica
CMA
$8.97B
| $147M | 0.02% |
1,998,774
+1,287,654
| +181% | +$94.5M |
|
725
CDW
CDW
$21.8B
| $146M | 0.02% |
929,350
+465,963
| +101% | +$73.4M |
|