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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.67B |
| 2 |
Aon
AON
|
$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$724M |
Top Sells
| 1 |
Apple
AAPL
|
$1.33B |
| 2 |
Datadog
DDOG
|
$740M |
| 3 |
TSMC
TSM
|
$732M |
| 4 |
Tesla
TSLA
|
$687M |
| 5 |
Baxter International
BAX
|
$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Citigroup
C
$178B
| $1.07B | 0.11% |
22,807,789
-3,044,889
| -12% | -$143M |
|
177
3M
MMM
$82.8B
| $1.07B | 0.11% |
10,137,164
-632,809
| -6% | -$66.5M |
|
178
Equifax
EFX
$30.3B
| $1.05B | 0.11% |
5,192,685
-33,739
| -0.6% | -$6.84M |
|
179
Illinois Tool Works
ITW
$77.1B
| $1.05B | 0.11% |
4,309,248
-282,030
| -6% | -$68.7M |
|
180
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.04B | 0.11% |
32,331,628
-2,843,019
| -8% | -$91.4M |
|
181
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $1.03B | 0.11% |
17,296,703
+608,758
| +4% | +$36.2M |
|
182
O'Reilly Automotive
ORLY
$88B
| $1.02B | 0.11% |
1,203,371
+9,579
| +0.8% | +$8.13M |
|
183
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.02B | 0.11% |
9,310,606
+1,355,960
| +17% | +$149M |
|
184
Marsh & McLennan
MMC
$101B
| $1.02B | 0.11% |
6,124,446
-169,381
| -3% | -$28.2M |
|
185
Boston Scientific
BSX
$156B
| $1.02B | 0.11% |
20,331,461
+1,086,407
| +6% | +$54.4M |
|
186
Marathon Petroleum
MPC
$54.6B
| $1.02B | 0.11% |
7,544,094
-307,226
| -4% | -$41.4M |
|
187
Vanguard High Dividend Yield ETF
VYM
$64B
| $1.01B | 0.11% |
9,563,432
-120,764
| -1% | -$12.7M |
|
188
Booking.com
BKNG
$181B
| $999M | 0.11% |
376,739
-26,245
| -7% | -$69.6M |
|
189
Realty Income
O
$53.7B
| $997M | 0.11% |
15,743,289
-3,208,260
| -17% | -$203M |
|
190
Broadridge
BR
$29.9B
| $993M | 0.11% |
6,775,296
-268,360
| -4% | -$39.3M |
|
191
Duke Energy
DUK
$95.3B
| $979M | 0.11% |
10,148,319
+130,148
| +1% | +$12.6M |
|
192
Alibaba
BABA
$322B
| $979M | 0.1% |
9,578,090
-3,237,424
| -25% | -$331M |
|
193
Arista Networks
ANET
$172B
| $966M | 0.1% |
5,755,415
+206,080
| +4% | +$34.6M |
|
194
Dollar General
DG
$23.9B
| $966M | 0.1% |
4,588,005
-156,473
| -3% | -$32.9M |
|
195
BILL Holdings
BILL
$4.72B
| $962M | 0.1% |
11,850,218
+2,956,611
| +33% | +$240M |
|
196
iShares Short Treasury Bond ETF
SHV
$20.8B
| $957M | 0.1% |
8,659,436
+21,228
| +0.2% | +$2.35M |
|
197
Ecolab
ECL
$78.6B
| $951M | 0.1% |
5,746,930
+236,706
| +4% | +$39.2M |
|
198
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $950M | 0.1% |
10,432,411
+1,889,867
| +22% | +$172M |
|
199
ICICI Bank
IBN
$113B
| $948M | 0.1% |
43,937,401
+3,569,959
| +9% | +$77M |
|
200
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $947M | 0.1% |
10,458,367
-355,995
| -3% | -$32.2M |
|