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 |
Alphabet (Google) Class A
GOOGL
|
$8.55B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.76B |
| 3 |
Tesla
TSLA
|
$3.67B |
| 4 |
Palo Alto Networks
PANW
|
$1.06B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$752M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
S&P Global
SPGI
$164B
| $880M | 0.12% |
2,881,302
-212,086
| -7% | -$64.8M |
|
177
TJX Companies
TJX
$155B
| $879M | 0.12% |
14,151,659
+679,445
| +5% | +$42.2M |
|
178
Technology Select Sector SPDR Fund
XLK
$83.1B
| $874M | 0.12% |
7,360,168
+280,186
| +4% | +$33.3M |
|
179
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $871M | 0.12% |
9,064,624
+13,224
| +0.1% | +$1.27M |
|
180
Industrial Select Sector SPDR Fund
XLI
$22.9B
| $858M | 0.12% |
10,357,645
+87,303
| +0.9% | +$7.23M |
|
181
JPMorgan Equity Premium Income ETF
JEPI
$40.8B
| $851M | 0.12% |
16,617,839
+3,341,382
| +25% | +$171M |
|
182
Intuitive Surgical
ISRG
$158B
| $846M | 0.12% |
4,515,611
+16,469
| +0.4% | +$3.09M |
|
183
Duke Energy
DUK
$94.4B
| $835M | 0.11% |
8,981,159
-406,447
| -4% | -$37.8M |
|
184
Vanguard High Dividend Yield ETF
VYM
$63.3B
| $835M | 0.11% |
8,799,655
+284,589
| +3% | +$27M |
|
185
Exelon
EXC
$43.5B
| $828M | 0.11% |
22,102,173
-1,603,015
| -7% | -$60M |
|
186
Grab
GRAB
$20.1B
| $825M | 0.11% |
313,609,923
-18,330,454
| -6% | -$48.2M |
|
187
Dollar General
DG
$24B
| $822M | 0.11% |
3,426,066
+4,764
| +0.1% | +$1.14M |
|
188
IQVIA
IQV
$31.3B
| $814M | 0.11% |
4,492,671
+199,836
| +5% | +$36.2M |
|
189
iShares Short Treasury Bond ETF
SHV
$20.7B
| $813M | 0.11% |
7,388,730
+180,019
| +2% | +$19.8M |
|
190
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $810M | 0.11% |
13,649,925
+2,646,732
| +24% | +$157M |
|
191
Equifax
EFX
$29.2B
| $804M | 0.11% |
4,690,780
-49,525
| -1% | -$8.49M |
|
192
Otis Worldwide
OTIS
$33.5B
| $799M | 0.11% |
12,528,705
-442,721
| -3% | -$28.2M |
|
|
193
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $790M | 0.11% |
12,051,881
-7,038,059
| -37% | -$461M |
|
194
Marathon Petroleum
MPC
$54B
| $771M | 0.11% |
7,765,511
-511,952
| -6% | -$50.9M |
|
195
iShares Core Dividend Growth ETF
DGRO
$33.3B
| $770M | 0.1% |
17,313,483
-953,768
| -5% | -$42.4M |
|
196
Trip.com Group
TCOM
$46.6B
| $759M | 0.1% |
27,784,808
+625,772
| +2% | +$17.1M |
|
197
Moody's
MCO
$88.8B
| $749M | 0.1% |
3,079,967
+2,409
| +0.1% | +$586K |
|
198
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
| $746M | 0.1% |
9,514,286
+53,883
| +0.6% | +$4.23M |
|
199
iShares MSCI Japan ETF
EWJ
$15.2B
| $737M | 0.1% |
15,089,409
+818,416
| +6% | +$40M |
|
200
iShares China Large-Cap ETF
FXI
$6.64B
| $733M | 0.1% |
28,347,654
+16,057,587
| +131% | +$415M |
|