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 | |
|---|---|---|---|---|---|---|
176
United Rentals
URI
$51.5B
| $1.64B | 0.1% |
1,719,785
+229,431
|
|
||
177
ConocoPhillips
COP
$107B
| $1.63B | 0.1% |
17,221,455
+448,492
|
|
||
178
iShares MSCI Japan ETF
EWJ
$15.6B
| $1.62B | 0.1% |
20,221,604
+771,350
|
|
||
179
IonQ
IONQ
$16.7B
| $1.62B | 0.1% |
26,340,781
+6,056,793
|
|
||
180
American Electric Power
AEP
$64.9B
| $1.62B | 0.1% |
14,389,979
+355,708
|
|
||
181
Johnson Controls International
JCI
$70.1B
| $1.61B | 0.1% |
14,599,188
+1,446,502
|
|
||
182
Cummins
CMI
$68.3B
| $1.6B | 0.1% |
3,789,495
+17,901
|
|
||
183
Parker-Hannifin
PH
$108B
| $1.6B | 0.1% |
2,110,677
-16,772
|
|
||
184
Bank of New York Mellon
BK
$76.1B
| $1.59B | 0.1% |
14,635,866
-65,506
|
|
||
185
Vanguard Information Technology ETF
VGT
$111B
| $1.59B | 0.1% |
2,125,354
+72,126
|
|
||
186
Emerson Electric
EMR
$73.6B
| $1.58B | 0.1% |
12,037,261
-139,409
|
|
||
187
Vistra
VST
$57.9B
| $1.58B | 0.1% |
8,053,640
+17,738
|
|
||
188
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
| $1.56B | 0.09% |
10,704,460
+273,313
|
|
||
189
Royalty Pharma
RPRX
$16.9B
| $1.56B | 0.09% |
44,163,954
-2,440,149
|
|
||
190
Duke Energy
DUK
$94.8B
| $1.54B | 0.09% |
12,451,834
+185,106
|
|
||
191
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| $1.53B | 0.09% |
19,165,947
+1,908,040
|
|
||
192
Vanguard FTSE Europe ETF
VGK
$27.8B
| $1.53B | 0.09% |
19,193,745
-207,750
|
|
||
193
Airbnb
ABNB
$71.9B
| $1.52B | 0.09% |
12,514,060
-327,996
|
|
||
194
Colgate-Palmolive
CL
$64.3B
| $1.51B | 0.09% |
18,922,850
-1,741,836
|
|
||
195
Chubb
CB
$117B
| $1.51B | 0.09% |
5,337,567
-1,107,905
|
|
||
196
ICICI Bank
IBN
$109B
| $1.51B | 0.09% |
49,798,421
+2,911,537
|
|
||
197
Mondelez International
MDLZ
$72.9B
| $1.5B | 0.09% |
23,946,868
+1,999,310
|
|
||
198
Health Care Select Sector SPDR Fund
XLV
$40.9B
| $1.48B | 0.09% |
10,600,442
-2,628,246
|
|
||
|
XYZ
199
Block Inc
XYZ
$38.7B
| $1.45B | 0.09% |
20,090,673
+169,094
|
|
||
200
Altria Group
MO
$97.9B
| $1.45B | 0.09% |
21,971,084
-1,026,399
|
|