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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Micron Technology
MU
$133B
| $2.38B | 0.11% |
27,935,142
+10,631,742
| +61% | +$907M |
|
177
O'Reilly Automotive
ORLY
$88B
| $2.37B | 0.1% |
2,491,912
+1,316,386
| +112% | +$1.25B |
|
178
Pacer US Cash Cows 100 ETF
COWZ
$20B
| $2.36B | 0.1% |
45,473,144
+25,256,517
| +125% | +$1.31B |
|
179
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $2.35B | 0.1% |
22,569,240
+11,434,197
| +103% | +$1.19B |
|
180
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $2.35B | 0.1% |
24,643,916
+12,144,020
| +97% | +$1.16B |
|
181
Illinois Tool Works
ITW
$77.1B
| $2.34B | 0.1% |
8,949,722
+4,647,060
| +108% | +$1.22B |
|
182
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $2.34B | 0.1% |
40,044,692
+21,222,109
| +113% | +$1.24B |
|
183
McKesson
MCK
$85.4B
| $2.33B | 0.1% |
5,031,260
+2,632,880
| +110% | +$1.22B |
|
184
Ecolab
ECL
$78.6B
| $2.32B | 0.1% |
11,696,414
+6,049,774
| +107% | +$1.2B |
|
185
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $2.32B | 0.1% |
15,741,558
+8,725,763
| +124% | +$1.28B |
|
186
Marsh & McLennan
MMC
$101B
| $2.31B | 0.1% |
12,173,188
+6,028,142
| +98% | +$1.14B |
|
187
United Parcel Service
UPS
$74.1B
| $2.31B | 0.1% |
14,666,566
+8,117,604
| +124% | +$1.28B |
|
188
CME Group
CME
$96B
| $2.3B | 0.1% |
10,901,762
+6,042,795
| +124% | +$1.27B |
|
189
Valero Energy
VLO
$47.2B
| $2.28B | 0.1% |
17,572,274
+8,610,671
| +96% | +$1.12B |
|
190
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $2.28B | 0.1% |
21,860,940
+10,943,229
| +100% | +$1.14B |
|
191
Otis Worldwide
OTIS
$33.9B
| $2.28B | 0.1% |
25,474,724
+12,562,070
| +97% | +$1.12B |
|
192
Vanguard Real Estate ETF
VNQ
$34.6B
| $2.27B | 0.1% |
25,687,852
+10,024,283
| +64% | +$886M |
|
193
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $2.26B | 0.1% |
21,522,556
+11,070,612
| +106% | +$1.16B |
|
194
First Trust Value Line Dividend Fund
FVD
$9.18B
| $2.2B | 0.1% |
54,326,548
+24,641,091
| +83% | +$999M |
|
195
Novo Nordisk
NVO
$251B
| $2.2B | 0.1% |
21,229,622
+12,014,524
| +130% | +$1.24B |
|
196
Marathon Petroleum
MPC
$54.6B
| $2.2B | 0.1% |
14,798,380
+7,605,276
| +106% | +$1.13B |
|
197
Boston Scientific
BSX
$156B
| $2.17B | 0.1% |
37,523,162
+16,322,823
| +77% | +$944M |
|
198
Amphenol
APH
$133B
| $2.17B | 0.1% |
21,840,560
+11,457,628
| +110% | +$1.14B |
|
199
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $2.15B | 0.09% |
42,749,972
+21,325,503
| +100% | +$1.07B |
|
200
iShares MSCI ACWI ETF
ACWI
$22B
| $2.12B | 0.09% |
20,792,476
+9,244,487
| +80% | +$941M |
|