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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Zoetis
ZTS
$34.1B
| $1.67B | 0.1% |
14,145,735
-1,319,771
|
|
||
177
Vertiv
VRT
$126B
| $1.67B | 0.1% |
6,655,117
+311,988
|
|
||
178
Eaton Vance Total Return Bond ETF
EVTR
$5.22B
| $1.67B | 0.1% |
32,845,045
+4,615,435
|
|
||
179
Duke Energy
DUK
$98B
| $1.66B | 0.1% |
12,679,831
+339,201
|
|
||
180
American Tower
AMT
$85.7B
| $1.65B | 0.1% |
9,583,923
-223,728
|
|
||
181
Cummins
CMI
$88.3B
| $1.65B | 0.1% |
3,066,481
-167,755
|
|
||
182
Chubb
CB
$127B
| $1.64B | 0.1% |
5,025,601
-132,612
|
|
||
183
Capital One
COF
$117B
| $1.63B | 0.1% |
8,930,350
+252,369
|
|
||
184
Vanguard Short-Term Treasury ETF
VGSH
$29B
| $1.63B | 0.1% |
27,795,731
+4,026,070
|
|
||
185
Waste Management
WM
$87.5B
| $1.63B | 0.1% |
7,077,170
+405,518
|
|
||
186
Fidelity Total Bond ETF
FBND
$25.8B
| $1.62B | 0.1% |
35,490,785
+774,465
|
|
||
187
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
| $1.62B | 0.1% |
20,394,182
+968,226
|
|
||
188
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.62B | 0.1% |
14,821,301
+2,872,892
|
|
||
189
Altria Group
MO
$123B
| $1.61B | 0.1% |
24,455,729
+2,149,556
|
|
||
190
State Street SPDR S&P Biotech ETF
XBI
$8.29B
| $1.58B | 0.09% |
12,331,553
+839,870
|
|
||
191
Invesco MSCI USA ETF
PBUS
$11.3B
| $1.56B | 0.09% |
23,869,416
-8,287,498
|
|
||
192
Synopsys
SNPS
$101B
| $1.55B | 0.09% |
3,915,831
-658,149
|
|
||
193
Freeport-McMoran
FCX
$89.1B
| $1.54B | 0.09% |
26,227,652
-8,034,589
|
|
||
194
Johnson Controls International
JCI
$84.4B
| $1.54B | 0.09% |
11,765,750
-2,770,529
|
|
||
195
Marriott International
MAR
$97.3B
| $1.54B | 0.09% |
4,699,112
-94,353
|
|
||
196
Vanguard High Dividend Yield ETF
VYM
$78.2B
| $1.53B | 0.09% |
10,354,566
+151,570
|
|
||
197
Emerson Electric
EMR
$76.4B
| $1.53B | 0.09% |
11,650,062
-155,987
|
|
||
198
US Bancorp
USB
$85.1B
| $1.52B | 0.09% |
29,304,473
+2,217,377
|
|
||
199
AutoZone
AZO
$56.1B
| $1.51B | 0.09% |
446,134
-46,660
|
|
||
200
Marathon Petroleum
MPC
$74.3B
| $1.48B | 0.09% |
6,073,543
-10,342
|
|