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 | |
|---|---|---|---|---|---|---|
826
AerCap
AER
$23.6B
| $252M | 0.02% |
1,840,367
+94,486
|
|
||
827
Global X Defense Tech ETF
SHLD
$6.95B
| $252M | 0.02% |
3,561,154
+887,321
|
|
||
828
iShares ESG Aware MSCI USA ETF
ESGU
$18B
| $252M | 0.02% |
1,782,800
-831,853
|
|
||
829
Capital Group Core Equity ETF
CGUS
$11.2B
| $252M | 0.02% |
6,553,093
-162,406
|
|
||
830
Humana
HUM
$47.1B
| $251M | 0.02% |
1,447,597
-18,072
|
|
||
831
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
| $250M | 0.02% |
2,416,424
+3,403
|
|
||
832
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
| $248M | 0.01% |
5,283,317
+185,655
|
|
||
833
F5
FFIV
$24.3B
| $248M | 0.01% |
855,907
+14,853
|
|
||
834
VICI Properties
VICI
$28.6B
| $248M | 0.01% |
9,064,351
-386,696
|
|
||
835
Akamai
AKAM
$18.3B
| $247M | 0.01% |
2,154,747
+473,946
|
|
||
836
Reinsurance Group of America
RGA
$15.1B
| $247M | 0.01% |
1,210,203
+43,636
|
|
||
|
THRO
837
iShares U.S. Thematic Rotation Active ETF
THRO
$6.5B
| $247M | 0.01% |
6,806,956
+1,084,766
|
|
||
838
FTAI Aviation
FTAI
$23.3B
| $246M | 0.01% |
1,005,691
+90,766
|
|
||
839
International Paper
IP
$20.1B
| $246M | 0.01% |
6,898,353
-884,416
|
|
||
840
Invesco Large Cap Value ETF
PWV
$1.61B
| $246M | 0.01% |
3,532,400
-84,629
|
|
||
841
Veeva Systems
VEEV
$30.9B
| $246M | 0.01% |
1,398,621
-32,898
|
|
||
842
Fox Class A
FOXA
$22.7B
| $245M | 0.01% |
4,198,312
+338,302
|
|
||
843
Pacer Global Cash Cows Dividend ETF
GCOW
$3.23B
| $245M | 0.01% |
5,294,574
-109,161
|
|
||
844
Barclays
BCS
$92.7B
| $244M | 0.01% |
11,533,737
-987,818
|
|
||
845
Southern Copper
SCCO
$147B
| $244M | 0.01% |
1,430,736
+253,279
|
|
||
846
Unum
UNM
$14B
| $244M | 0.01% |
3,334,475
+74,505
|
|
||
847
ATI
ATI
$25.5B
| $243M | 0.01% |
1,668,591
+385,052
|
|
||
848
United Therapeutics
UTHR
$23.2B
| $243M | 0.01% |
409,288
+20,013
|
|
||
849
Columbia Research Enhanced Core ETF
RECS
$5.92B
| $242M | 0.01% |
6,204,549
+988,707
|
|
||
850
Alliant Energy
LNT
$19.7B
| $240M | 0.01% |
3,351,175
+266,723
|
|