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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Equifax
EFX
$29.2B
| $1.02B | 0.12% |
5,226,424
+535,644
| +11% | +$104M |
|
177
Illinois Tool Works
ITW
$75.8B
| $1.01B | 0.11% |
4,591,278
+1,707,780
| +59% | +$376M |
|
178
Fiserv
FI
$74.2B
| $1.01B | 0.11% |
9,980,646
+5,666,145
| +131% | +$573M |
|
179
EOG Resources
EOG
$65.6B
| $1.01B | 0.11% |
7,787,281
+3,641,504
| +88% | +$472M |
|
180
O'Reilly Automotive
ORLY
$88B
| $1.01B | 0.11% |
1,193,792
+635,416
| +114% | +$536M |
|
181
Advanced Micro Devices
AMD
$261B
| $997M | 0.11% |
15,386,860
-1,095,355
| -7% | -$70.9M |
|
182
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $992M | 0.11% |
16,687,945
+3,038,020
| +22% | +$181M |
|
183
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $987M | 0.11% |
10,000,898
-6,201,542
| -38% | -$612M |
|
184
Analog Devices
ADI
$120B
| $982M | 0.11% |
5,988,806
+830,281
| +16% | +$136M |
|
185
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $974M | 0.11% |
13,817,081
+1,765,200
| +15% | +$124M |
|
186
Grab
GRAB
$20.1B
| $971M | 0.11% |
301,511,052
-12,098,871
| -4% | -$39M |
|
187
BILL Holdings
BILL
$4.68B
| $969M | 0.11% |
8,893,607
+815,413
| +10% | +$88.8M |
|
188
Target
TGT
$42B
| $966M | 0.11% |
6,481,880
+183,575
| +3% | +$27.4M |
|
189
iShares Russell 2000 Value ETF
IWN
$11.7B
| $958M | 0.11% |
6,905,905
-208,503
| -3% | -$28.9M |
|
190
iShares Short Treasury Bond ETF
SHV
$20.7B
| $950M | 0.11% |
8,638,208
+1,249,478
| +17% | +$137M |
|
191
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $949M | 0.11% |
18,868,115
+4,616,371
| +32% | +$232M |
|
192
Broadridge
BR
$29.2B
| $945M | 0.11% |
7,043,656
+2,048,184
| +41% | +$275M |
|
193
iShares Core Dividend Growth ETF
DGRO
$33.3B
| $927M | 0.11% |
18,545,890
+1,232,407
| +7% | +$61.6M |
|
194
iShares Select Dividend ETF
DVY
$20.5B
| $922M | 0.1% |
7,648,470
+823,118
| +12% | +$99.3M |
|
195
iShares Core S&P Total US Stock Market ETF
ITOT
$74.7B
| $917M | 0.1% |
10,814,362
-308,709
| -3% | -$26.2M |
|
196
Marathon Petroleum
MPC
$54B
| $914M | 0.1% |
7,851,320
+85,809
| +1% | +$9.99M |
|
197
Energy Transfer Partners
ET
$60.2B
| $906M | 0.1% |
76,339,168
+13,220,435
| +21% | +$157M |
|
198
Technology Select Sector SPDR Fund
XLK
$83.1B
| $900M | 0.1% |
7,232,676
-127,492
| -2% | -$15.9M |
|
199
Colgate-Palmolive
CL
$67.6B
| $896M | 0.1% |
11,370,549
+3,345,297
| +42% | +$264M |
|
200
Chubb
CB
$111B
| $891M | 0.1% |
4,038,417
+300,763
| +8% | +$66.3M |
|