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 |
Altria Group
MO
|
$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
$210M |
| 5 |
Infosys
INFY
|
$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Arista Networks
ANET
$180B
| $1.58B | 0.13% |
21,748,656
-22,826,192
| -51% | -$1.65B |
|
152
Arthur J. Gallagher & Co
AJG
$76.7B
| $1.57B | 0.13% |
6,263,306
-6,176,228
| -50% | -$1.54B |
|
153
AT&T
T
$212B
| $1.55B | 0.12% |
88,293,942
-80,692,818
| -48% | -$1.42B |
|
154
Coupang
CPNG
$52.7B
| $1.55B | 0.12% |
87,216,146
-84,764,908
| -49% | -$1.51B |
|
155
Booking.com
BKNG
$178B
| $1.55B | 0.12% |
427,179
-427,263
| -50% | -$1.55B |
|
156
Novo Nordisk
NVO
$245B
| $1.54B | 0.12% |
12,011,853
-9,217,769
| -43% | -$1.18B |
|
157
Mondelez International
MDLZ
$79.9B
| $1.54B | 0.12% |
21,955,965
-21,785,925
| -50% | -$1.53B |
|
158
Waste Management
WM
$88.6B
| $1.54B | 0.12% |
7,205,888
-7,320,382
| -50% | -$1.56B |
|
159
Elevance Health
ELV
$70.6B
| $1.53B | 0.12% |
2,953,844
-2,853,526
| -49% | -$1.48B |
|
160
Financial Select Sector SPDR Fund
XLF
$53.2B
| $1.51B | 0.12% |
35,770,095
-31,853,081
| -47% | -$1.34B |
|
161
Moody's
MCO
$89.5B
| $1.5B | 0.12% |
3,817,763
-3,976,737
| -51% | -$1.56B |
|
162
Energy Select Sector SPDR Fund
XLE
$26.7B
| $1.48B | 0.12% |
15,713,087
-16,327,989
| -51% | -$1.54B |
|
163
Sempra
SRE
$52.9B
| $1.47B | 0.12% |
20,515,161
-22,879,829
| -53% | -$1.64B |
|
164
Valero Energy
VLO
$48.7B
| $1.47B | 0.12% |
8,599,209
-8,973,065
| -51% | -$1.53B |
|
165
Fiserv
FI
$73.4B
| $1.47B | 0.12% |
9,183,747
-9,909,711
| -52% | -$1.58B |
|
166
Crown Castle
CCI
$41.9B
| $1.47B | 0.12% |
13,863,340
-12,596,550
| -48% | -$1.33B |
|
|
XYZ
167
Block, Inc.
XYZ
$45.7B
| $1.46B | 0.12% |
17,258,190
-18,978,600
| -52% | -$1.61B |
|
168
Pinduoduo
PDD
$177B
| $1.46B | 0.12% |
12,521,908
-11,185,438
| -47% | -$1.3B |
|
169
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $1.45B | 0.12% |
25,007,095
-20,466,049
| -45% | -$1.19B |
|
170
Marathon Petroleum
MPC
$54.8B
| $1.45B | 0.12% |
7,191,127
-7,607,253
| -51% | -$1.53B |
|
171
Chubb
CB
$111B
| $1.44B | 0.12% |
5,568,289
-2,815,035
| -34% | -$729M |
|
172
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.44B | 0.12% |
18,602,061
-17,822,223
| -49% | -$1.38B |
|
173
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $1.42B | 0.11% |
3,566,598
-6,319,514
| -64% | -$2.51B |
|
174
ICICI Bank
IBN
$113B
| $1.38B | 0.11% |
52,192,461
-16,814,881
| -24% | -$444M |
|
175
Ecolab
ECL
$77.6B
| $1.37B | 0.11% |
5,946,573
-5,749,841
| -49% | -$1.33B |
|