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 | |
|---|---|---|---|---|---|---|
101
Lowe's Companies
LOW
$121B
| $2.62B | 0.16% |
11,096,154
+267,083
|
|
||
102
KLA
KLAC
$247B
| $2.61B | 0.16% |
1,773,150
+39,284
|
|
||
103
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $2.61B | 0.16% |
19,619,077
+270,548
|
|
||
104
Pfizer
PFE
$148B
| $2.6B | 0.16% |
92,685,370
+3,571,766
|
|
||
105
Qualcomm
QCOM
$251B
| $2.57B | 0.16% |
19,991,313
+1,375,888
|
|
||
106
CrowdStrike
CRWD
$169B
| $2.56B | 0.15% |
6,557,957
+341,278
|
|
||
107
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $2.55B | 0.15% |
19,905,431
+502,141
|
|
||
108
iShares Core S&P Mid-Cap ETF
IJH
$117B
| $2.49B | 0.15% |
36,882,226
-104,232
|
|
||
109
Constellation Energy
CEG
$106B
| $2.49B | 0.15% |
8,903,186
+848,549
|
|
||
110
ConocoPhillips
COP
$147B
| $2.48B | 0.15% |
18,799,873
+2,090,228
|
|
||
111
Vanguard Mid-Cap ETF
VO
$101B
| $2.48B | 0.15% |
34,538,084
+559,592
|
|
||
112
Northrop Grumman
NOC
$78.9B
| $2.46B | 0.15% |
3,608,738
-59,095
|
|
||
113
Intuit
INTU
$87.5B
| $2.46B | 0.15% |
5,688,825
+587,968
|
|
||
114
State Street Financial Select Sector SPDR ETF
XLF
$50.8B
| $2.46B | 0.15% |
49,750,375
+8,827,113
|
|
||
115
Williams Companies
WMB
$96B
| $2.46B | 0.15% |
33,740,119
+168,052
|
|
||
|
MSLC
116
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.94B
| $2.45B | 0.15% |
47,280,493
+1,122,848
|
|
||
117
ServiceNow
NOW
$105B
| $2.44B | 0.15% |
23,347,995
+614,512
|
|
||
118
Deere & Co
DE
$143B
| $2.39B | 0.14% |
4,249,565
-1,489
|
|
||
119
Intel
INTC
$602B
| $2.38B | 0.14% |
53,989,387
-11,259,882
|
|
||
120
Sempra
SRE
$60.7B
| $2.37B | 0.14% |
24,349,232
+2,019,141
|
|
||
121
ASML
ASML
$629B
| $2.36B | 0.14% |
1,785,366
+82,250
|
|
||
122
Texas Instruments
TXN
$281B
| $2.31B | 0.14% |
11,887,310
-406,819
|
|
||
123
Parker-Hannifin
PH
$109B
| $2.29B | 0.14% |
2,554,356
+421,312
|
|
||
124
Intercontinental Exchange
ICE
$86.5B
| $2.28B | 0.14% |
14,487,713
-1,387,880
|
|
||
125
Arista Networks
ANET
$194B
| $2.27B | 0.14% |
18,505,177
+325,284
|
|