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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.67B | 0.12% |
36,385,672
-12,893,219
| -26% | -$591M |
|
152
Pacer US Cash Cows 100 ETF
COWZ
$20B
| $1.63B | 0.12% |
28,181,752
+582,222
| +2% | +$33.7M |
|
153
Constellation Energy
CEG
$96.2B
| $1.63B | 0.12% |
6,264,170
+936,492
| +18% | +$244M |
|
154
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $1.63B | 0.12% |
9,074,487
+336,755
| +4% | +$60.4M |
|
|
155
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $1.62B | 0.12% |
9,595,008
+8,812,897
| +1,127% | +$1.49B |
|
156
Fiserv
FI
$75.1B
| $1.61B | 0.12% |
8,985,657
-309,572
| -3% | -$55.6M |
|
157
Citigroup
C
$178B
| $1.61B | 0.12% |
25,736,906
+2,258,589
| +10% | +$141M |
|
158
Crown Castle
CCI
$43.2B
| $1.61B | 0.12% |
13,568,546
+14,573
| +0.1% | +$1.73M |
|
159
Boston Scientific
BSX
$156B
| $1.6B | 0.12% |
19,075,161
+149,267
| +0.8% | +$12.5M |
|
160
Waste Management
WM
$91.2B
| $1.59B | 0.12% |
7,656,076
+163,132
| +2% | +$33.9M |
|
161
General Dynamics
GD
$87.3B
| $1.58B | 0.11% |
5,229,350
+2,193,132
| +72% | +$663M |
|
162
ICICI Bank
IBN
$113B
| $1.57B | 0.11% |
52,731,707
-3,985,643
| -7% | -$119M |
|
163
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.55B | 0.11% |
17,699,996
+71,545
| +0.4% | +$6.28M |
|
164
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.55B | 0.11% |
21,679,477
+2,522,320
| +13% | +$180M |
|
165
Emerson Electric
EMR
$74.3B
| $1.53B | 0.11% |
13,956,209
-509,529
| -4% | -$55.7M |
|
166
ASML
ASML
$292B
| $1.52B | 0.11% |
1,824,685
-120,179
| -6% | -$100M |
|
167
Mondelez International
MDLZ
$79.5B
| $1.52B | 0.11% |
20,627,271
-511,203
| -2% | -$37.7M |
|
168
HDFC Bank
HDB
$182B
| $1.51B | 0.11% |
24,087,857
+7,246,868
| +43% | +$453M |
|
169
Cigna
CI
$80.3B
| $1.49B | 0.11% |
4,295,167
-1,844,164
| -30% | -$639M |
|
170
Ecolab
ECL
$78.6B
| $1.48B | 0.11% |
5,797,286
-58,929
| -1% | -$15M |
|
171
Charles Schwab
SCHW
$174B
| $1.48B | 0.11% |
22,764,859
-416,233
| -2% | -$27M |
|
172
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.45B | 0.11% |
3,436,867
+177,648
| +5% | +$75.2M |
|
173
Marsh & McLennan
MMC
$101B
| $1.45B | 0.11% |
6,512,389
+184,060
| +3% | +$41.1M |
|
174
Bristol-Myers Squibb
BMY
$96B
| $1.45B | 0.1% |
27,958,612
+1,803,507
| +7% | +$93.3M |
|
175
AutoZone
AZO
$70.2B
| $1.45B | 0.1% |
459,193
+238,791
| +108% | +$752M |
|