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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $192M | 0.01% |
12,524,112
-439,443
| -3% | -$6.75M |
|
902
Advanced Drainage Systems
WMS
$11.4B
| $192M | 0.01% |
1,674,301
+128,918
| +8% | +$14.8M |
|
903
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.88B
| $192M | 0.01% |
2,356,024
+109,559
| +5% | +$8.93M |
|
904
Zebra Technologies
ZBRA
$16.1B
| $192M | 0.01% |
622,714
+119,422
| +24% | +$36.8M |
|
905
Vale
VALE
$45.4B
| $192M | 0.01% |
19,746,203
+170,905
| +0.9% | +$1.66M |
|
906
Columbia Banking Systems
COLB
$7.87B
| $191M | 0.01% |
8,178,081
+2,168,093
| +36% | +$50.7M |
|
907
Southwest Airlines
LUV
$16.7B
| $191M | 0.01% |
5,880,105
-4,080,749
| -41% | -$132M |
|
908
A.O. Smith
AOS
$10.4B
| $191M | 0.01% |
2,907,623
+751,767
| +35% | +$49.3M |
|
909
Boston Properties
BXP
$12.1B
| $190M | 0.01% |
2,821,026
+124,105
| +5% | +$8.37M |
|
910
Tyson Foods
TSN
$20B
| $190M | 0.01% |
3,402,192
-9,176
| -0.3% | -$513K |
|
911
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
| $190M | 0.01% |
12,285,081
-98,111
| -0.8% | -$1.52M |
|
912
Vanguard Energy ETF
VDE
$7.34B
| $190M | 0.01% |
1,592,839
-49,426
| -3% | -$5.89M |
|
913
Fortive
FTV
$16.8B
| $189M | 0.01% |
3,634,884
+190,262
| +6% | +$9.92M |
|
914
Commerce Bancshares
CBSH
$8.02B
| $189M | 0.01% |
3,042,761
-200,196
| -6% | -$12.4M |
|
915
GFL Environmental
GFL
$17.5B
| $188M | 0.01% |
3,719,073
-183,844
| -5% | -$9.28M |
|
916
Vanguard Communication Services ETF
VOX
$5.87B
| $186M | 0.01% |
1,086,588
+28,543
| +3% | +$4.88M |
|
|
SW
917
Smurfit Westrock plc
SW
$23.8B
| $185M | 0.01% |
4,298,677
+616,493
| +17% | +$26.6M |
|
918
Badger Meter
BMI
$5.34B
| $185M | 0.01% |
755,425
+26,245
| +4% | +$6.43M |
|
919
Capital Group Core Equity ETF
CGUS
$7.25B
| $185M | 0.01% |
5,008,826
+651,265
| +15% | +$24.1M |
|
920
Gen Digital
GEN
$18.3B
| $185M | 0.01% |
6,284,875
-318,058
| -5% | -$9.35M |
|
921
Jacobs Solutions
J
$17.8B
| $184M | 0.01% |
1,401,335
+8,967
| +0.6% | +$1.18M |
|
922
Loews
L
$20.3B
| $184M | 0.01% |
2,008,814
-16,476
| -0.8% | -$1.51M |
|
923
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $184M | 0.01% |
1,787,537
+429,329
| +32% | +$44.2M |
|
924
Haleon
HLN
$44.2B
| $184M | 0.01% |
17,734,937
+7,455,481
| +73% | +$77.3M |
|
925
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $184M | 0.01% |
1,674,924
+90
| +0% | +$9.87K |
|