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 | |
|---|---|---|---|---|---|---|
151
American Tower
AMT
$84.4B
| $1.93B | 0.12% |
10,033,659
+836,577
|
|
||
152
Medtronic
MDT
$135B
| $1.93B | 0.12% |
20,232,249
+1,207,610
|
|
||
153
General Dynamics
GD
$92.4B
| $1.92B | 0.12% |
5,636,636
-1,309,500
|
|
||
154
Williams Companies
WMB
$72.4B
| $1.92B | 0.12% |
30,257,216
+1,089,886
|
|
||
155
McKesson
MCK
$110B
| $1.91B | 0.12% |
2,469,973
+61,316
|
|
||
156
Pfizer
PFE
$146B
| $1.91B | 0.12% |
74,770,658
+4,635,350
|
|
||
157
Nu Holdings
NU
$79.5B
| $1.89B | 0.11% |
117,931,624
+10,211,541
|
|
||
158
ASML
ASML
$387B
| $1.87B | 0.11% |
1,926,508
+231,849
|
|
||
159
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
| $1.86B | 0.11% |
9,583,839
-544,373
|
|
||
160
KLA
KLAC
$149B
| $1.86B | 0.11% |
1,720,134
+184,764
|
|
||
161
Intel
INTC
$170B
| $1.82B | 0.11% |
54,193,179
-9,193,365
|
|
||
162
iShares MSCI Emerging Markets ETF
EEM
$20.4B
| $1.81B | 0.11% |
33,871,651
+6,858,972
|
|
||
163
iShares Gold Trust
IAU
$64.3B
| $1.81B | 0.11% |
24,836,471
+1,335,328
|
|
||
164
Invesco MSCI USA ETF
PBUS
$9.55B
| $1.8B | 0.11% |
26,876,526
+23,589,395
|
|
||
165
AutoZone
AZO
$65.7B
| $1.79B | 0.11% |
418,239
+1,930
|
|
||
166
O'Reilly Automotive
ORLY
$85.5B
| $1.79B | 0.11% |
16,626,108
+28,778
|
|
||
167
Capital One
COF
$137B
| $1.78B | 0.11% |
8,354,631
+252,640
|
|
||
168
Sempra
SRE
$60.5B
| $1.72B | 0.1% |
19,079,308
-94,707
|
|
||
169
Welltower
WELL
$140B
| $1.71B | 0.1% |
9,594,841
+782,146
|
|
||
170
Dell
DELL
$84.1B
| $1.71B | 0.1% |
12,040,818
+340,235
|
|
||
171
Waste Management
WM
$87.2B
| $1.68B | 0.1% |
7,622,098
+109,878
|
|
||
172
Affirm
AFRM
$22.6B
| $1.68B | 0.1% |
22,967,766
+800,462
|
|
||
173
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
| $1.66B | 0.1% |
23,202,018
+684,814
|
|
||
174
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.7B
| $1.65B | 0.1% |
19,649,006
+1,838,481
|
|
||
175
Cheniere Energy
LNG
$43.9B
| $1.65B | 0.1% |
7,005,004
+1,829,677
|
|