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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares MSCI ACWI ETF
ACWI
$32.3B
| $1.48B | 0.09% |
10,717,915
+2,280,485
|
|
||
202
Vanguard Information Technology ETF
VGT
$140B
| $1.48B | 0.09% |
16,959,664
-250,376
|
|
||
203
Cheniere Energy
LNG
$50.5B
| $1.48B | 0.09% |
5,209,126
-1,302,500
|
|
||
204
iShares Core S&P Total US Stock Market ETF
ITOT
$91.8B
| $1.45B | 0.09% |
10,203,087
-696,679
|
|
||
|
QXO
205
QXO Inc
QXO
$12.1B
| $1.45B | 0.09% |
74,634,716
+7,504,983
|
|
||
206
Roivant Sciences
ROIV
$21.5B
| $1.44B | 0.09% |
51,828,325
-6,531,228
|
|
||
207
Vanguard FTSE Europe ETF
VGK
$30.3B
| $1.43B | 0.09% |
17,401,429
+1,150,698
|
|
||
208
First Trust Rising Dividend Achievers ETF
RDVY
$22.3B
| $1.43B | 0.09% |
20,878,444
+725,502
|
|
||
209
Vertex Pharmaceuticals
VRTX
$110B
| $1.42B | 0.09% |
3,188,881
+68,571
|
|
||
210
Cencora
COR
$53.5B
| $1.42B | 0.09% |
4,531,912
+1,607,103
|
|
||
211
Illinois Tool Works
ITW
$72.6B
| $1.41B | 0.08% |
5,404,241
+1,329,392
|
|
||
212
Boston Scientific
BSX
$85.9B
| $1.4B | 0.08% |
22,266,664
-693,892
|
|
||
213
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.6B
| $1.39B | 0.08% |
27,925,540
+2,752,797
|
|
||
214
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
| $1.38B | 0.08% |
23,173,187
+564,184
|
|
||
215
Adobe
ADBE
$98.9B
| $1.38B | 0.08% |
5,676,933
-518,105
|
|
||
216
AstraZeneca
AZN
$290B
| $1.37B | 0.08% |
6,969,314
-6,909,412
|
|
||
217
O'Reilly Automotive
ORLY
$76B
| $1.37B | 0.08% |
14,872,802
-1,026,331
|
|
||
218
Howmet Aerospace
HWM
$103B
| $1.37B | 0.08% |
5,931,525
+398,419
|
|
||
219
iShares Core Dividend Growth ETF
DGRO
$40.3B
| $1.36B | 0.08% |
19,367,374
+1,304
|
|
||
220
Mondelez International
MDLZ
$79.3B
| $1.35B | 0.08% |
23,382,609
+4,432,860
|
|
||
|
SPYM
221
State Street SPDR Portfolio S&P 500 ETF
SPYM
$144B
| $1.32B | 0.08% |
17,249,772
-13,605,842
|
|
||
222
L3Harris
LHX
$58.1B
| $1.32B | 0.08% |
3,823,901
+505,881
|
|
||
223
Airbnb
ABNB
$78.6B
| $1.32B | 0.08% |
10,426,161
-2,808,700
|
|
||
224
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.4B
| $1.31B | 0.08% |
23,591,671
+1,083,805
|
|
||
225
Roblox
RBLX
$34.5B
| $1.31B | 0.08% |
23,073,205
+2,344,291
|
|