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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| $2.79B | 0.17% |
33,669,888
+2,912,888
|
|
||
102
Citigroup
C
$181B
| $2.78B | 0.17% |
27,357,253
-216,159
|
|
||
103
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $2.76B | 0.17% |
50,984,458
+1,819,742
|
|
||
104
Arista Networks
ANET
$158B
| $2.71B | 0.16% |
18,631,166
+359,268
|
|
||
105
Strategy Inc
MSTR
$49.9B
| $2.71B | 0.16% |
8,416,982
-778,275
|
|
||
106
Vanguard Dividend Appreciation ETF
VIG
$99.9B
| $2.7B | 0.16% |
12,526,585
-148,002
|
|
||
107
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
| $2.68B | 0.16% |
46,972,437
+1,139,279
|
|
||
108
Lam Research
LRCX
$190B
| $2.66B | 0.16% |
19,861,515
+797,876
|
|
||
109
Arthur J. Gallagher & Co
AJG
$64.2B
| $2.66B | 0.16% |
8,585,790
+1,493,137
|
|
||
110
Roblox
RBLX
$63.5B
| $2.66B | 0.16% |
19,173,365
+1,039,298
|
|
||
111
Intercontinental Exchange
ICE
$88.7B
| $2.65B | 0.16% |
15,717,143
-1,331,178
|
|
||
112
Constellation Energy
CEG
$109B
| $2.64B | 0.16% |
8,018,892
-78,435
|
|
||
113
Gilead Sciences
GILD
$158B
| $2.63B | 0.16% |
23,734,776
+899,667
|
|
||
114
Micron Technology
MU
$253B
| $2.61B | 0.16% |
15,602,366
+1,037,499
|
|
||
115
Lockheed Martin
LMT
$104B
| $2.6B | 0.16% |
5,201,028
-113,297
|
|
||
116
iShares MSCI EAFE ETF
EFA
$67.7B
| $2.56B | 0.15% |
27,372,994
+4,127,450
|
|
||
117
Financial Select Sector SPDR Fund
XLF
$52.5B
| $2.55B | 0.15% |
47,415,076
+2,878,882
|
|
||
118
Progressive
PGR
$133B
| $2.55B | 0.15% |
10,333,327
-1,006,518
|
|
||
119
Sherwin-Williams
SHW
$85B
| $2.53B | 0.15% |
7,314,502
+127,091
|
|
||
120
Analog Devices
ADI
$123B
| $2.52B | 0.15% |
10,256,089
+634,309
|
|
||
121
Zoetis
ZTS
$56.7B
| $2.48B | 0.15% |
16,943,177
-764,262
|
|
||
122
Adobe
ADBE
$134B
| $2.44B | 0.15% |
6,912,991
-490,582
|
|
||
|
MSLC
123
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.45B
| $2.44B | 0.15% |
44,828,591
-436,941
|
|
||
124
Vanguard Mid-Cap ETF
VO
$88B
| $2.42B | 0.15% |
8,230,202
+188,759
|
|
||
125
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $2.42B | 0.15% |
37,043,045
+86,338
|
|