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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $1.51B | 0.1% |
22,517,204
+970,621
| +5% | +$65.2M |
|
177
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.51B | 0.1% |
18,712,270
-3,065,774
| -14% | -$247M |
|
178
ConocoPhillips
COP
$119B
| $1.51B | 0.1% |
16,772,963
-493,186
| -3% | -$44.3M |
|
179
Vanguard FTSE Europe ETF
VGK
$26.5B
| $1.5B | 0.1% |
19,401,495
+1,371,361
| +8% | +$106M |
|
|
180
O'Reilly Automotive
ORLY
$87.9B
| $1.5B | 0.1% |
16,597,330
+15,455,815
| +1,354% | +$1.39B |
|
181
Parker-Hannifin
PH
$94.4B
| $1.49B | 0.1% |
2,127,449
-57,539
| -3% | -$40.2M |
|
182
Vertex Pharmaceuticals
VRTX
$101B
| $1.48B | 0.1% |
3,331,439
-77,081
| -2% | -$34.3M |
|
183
Mondelez International
MDLZ
$79.2B
| $1.48B | 0.1% |
21,947,558
-702,411
| -3% | -$47.4M |
|
184
Nu Holdings
NU
$71.7B
| $1.48B | 0.1% |
107,720,083
-16,503,756
| -13% | -$226M |
|
185
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.3B
| $1.48B | 0.1% |
17,810,525
+2,553,029
| +17% | +$212M |
|
186
iShares Gold Trust
IAU
$52.2B
| $1.47B | 0.1% |
23,501,143
-282,273
| -1% | -$17.6M |
|
187
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.46B | 0.1% |
19,450,254
-1,929,783
| -9% | -$145M |
|
188
American Electric Power
AEP
$58.6B
| $1.46B | 0.09% |
14,034,271
+179,103
| +1% | +$18.6M |
|
189
Sempra
SRE
$53.3B
| $1.45B | 0.09% |
19,174,015
+914,362
| +5% | +$69.3M |
|
190
Duke Energy
DUK
$94.3B
| $1.45B | 0.09% |
12,266,728
+756,472
| +7% | +$89.3M |
|
191
TransDigm Group
TDG
$73.1B
| $1.44B | 0.09% |
947,275
-469,699
| -33% | -$714M |
|
192
Dell
DELL
$82.9B
| $1.43B | 0.09% |
11,700,583
+275,926
| +2% | +$33.8M |
|
193
Chipotle Mexican Grill
CMG
$56B
| $1.43B | 0.09% |
25,457,168
+7,077,115
| +39% | +$397M |
|
194
Marsh & McLennan
MMC
$101B
| $1.42B | 0.09% |
6,494,294
-347,481
| -5% | -$76M |
|
195
Intel
INTC
$105B
| $1.42B | 0.09% |
63,386,544
+11,494,467
| +22% | +$257M |
|
196
iShares Core S&P Total US Stock Market ETF
ITOT
$74.8B
| $1.41B | 0.09% |
10,431,147
+133,743
| +1% | +$18.1M |
|
197
Johnson Controls International
JCI
$68.7B
| $1.39B | 0.09% |
13,152,686
-292,184
| -2% | -$30.9M |
|
198
KLA
KLAC
$110B
| $1.38B | 0.09% |
1,535,370
+60,142
| +4% | +$53.9M |
|
199
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $1.37B | 0.09% |
17,257,907
-2,065,200
| -11% | -$164M |
|
200
Vanguard Information Technology ETF
VGT
$98.8B
| $1.36B | 0.09% |
2,053,228
-6,633
| -0.3% | -$4.4M |
|