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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Financial Select Sector SPDR Fund
XLF
$53.5B
| $1.2B | 0.14% |
35,174,647
+797,348
| +2% | +$27.3M |
|
152
Realty Income
O
$52.7B
| $1.2B | 0.14% |
18,951,549
+2,273,591
| +14% | +$144M |
|
153
Vanguard Small-Cap ETF
VB
$66B
| $1.17B | 0.13% |
6,371,865
-98,486
| -2% | -$18.1M |
|
154
Citigroup
C
$175B
| $1.17B | 0.13% |
25,852,678
+666,560
| +3% | +$30.1M |
|
155
Dollar General
DG
$24.1B
| $1.17B | 0.13% |
4,744,478
+1,318,412
| +38% | +$325M |
|
156
Waste Management
WM
$90.1B
| $1.16B | 0.13% |
7,370,481
+1,718,449
| +30% | +$270M |
|
157
JPMorgan Equity Premium Income ETF
JEPI
$40.9B
| $1.15B | 0.13% |
21,184,968
+4,567,129
| +27% | +$249M |
|
158
HDFC Bank
HDB
$180B
| $1.15B | 0.13% |
16,769,285
-970,104
| -5% | -$66.4M |
|
159
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $1.14B | 0.13% |
12,479,447
+1,616,100
| +15% | +$148M |
|
160
Industrial Select Sector SPDR Fund
XLI
$23B
| $1.14B | 0.13% |
11,615,084
+1,257,439
| +12% | +$123M |
|
161
Emerson Electric
EMR
$73.3B
| $1.14B | 0.13% |
11,835,398
+2,621,089
| +28% | +$252M |
|
162
Cigna
CI
$79.7B
| $1.13B | 0.13% |
3,421,736
-1,431,705
| -29% | -$474M |
|
163
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
| $1.13B | 0.13% |
15,673,112
+1,111,338
| +8% | +$80.1M |
|
164
Alibaba
BABA
$326B
| $1.13B | 0.13% |
12,815,514
+142,563
| +1% | +$12.6M |
|
165
Moody's
MCO
$89B
| $1.11B | 0.13% |
3,994,497
+914,530
| +30% | +$255M |
|
166
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $1.1B | 0.12% |
12,199,355
+652,159
| +6% | +$58.7M |
|
167
Roblox
RBLX
$91.4B
| $1.1B | 0.12% |
38,527,516
-1,517,545
| -4% | -$43.2M |
|
168
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
| $1.09B | 0.12% |
14,573,036
+100,308
| +0.7% | +$7.48M |
|
169
Vanguard High Dividend Yield ETF
VYM
$63.5B
| $1.05B | 0.12% |
9,684,196
+884,541
| +10% | +$95.7M |
|
170
Trip.com Group
TCOM
$46.5B
| $1.04B | 0.12% |
30,375,921
+2,591,113
| +9% | +$89.1M |
|
171
Marsh & McLennan
MMC
$100B
| $1.04B | 0.12% |
6,293,827
+2,075,928
| +49% | +$344M |
|
172
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.04B | 0.12% |
17,907,581
+5,538,792
| +45% | +$320M |
|
173
Otis Worldwide
OTIS
$33.6B
| $1.03B | 0.12% |
13,210,697
+681,992
| +5% | +$53.4M |
|
174
Illumina
ILMN
$15.4B
| $1.03B | 0.12% |
5,112,220
+1,927,673
| +61% | +$390M |
|
175
Duke Energy
DUK
$94.1B
| $1.03B | 0.12% |
10,018,171
+1,037,012
| +12% | +$107M |
|