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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
CVS Health
CVS
$99.6B
| $1.44B | 0.09% |
19,162,143
+1,845,978
|
|
||
202
Comcast
CMCSA
$97.2B
| $1.43B | 0.09% |
45,460,772
-2,514,713
|
|
||
203
Marsh & McLennan
MMC
$89.2B
| $1.42B | 0.09% |
7,052,786
+558,492
|
|
||
204
Vanguard High Dividend Yield ETF
VYM
$67.2B
| $1.42B | 0.09% |
10,041,685
+67,626
|
|
||
205
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| $1.41B | 0.09% |
14,770,971
+2,237,806
|
|
||
206
Nike
NKE
$94.2B
| $1.4B | 0.09% |
20,128,442
-3,353,931
|
|
||
207
Trip.com Group
TCOM
$45.9B
| $1.4B | 0.08% |
18,568,121
-975,072
|
|
||
208
Industrial Select Sector SPDR Fund
XLI
$23.6B
| $1.4B | 0.08% |
9,049,074
-1,670,015
|
|
||
209
Fidelity Total Bond ETF
FBND
$22.9B
| $1.38B | 0.08% |
29,886,122
+754,534
|
|
||
210
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
| $1.38B | 0.08% |
14,302,631
+1,781,036
|
|
||
|
FISV
211
Fiserv Inc
FISV
$32.7B
| $1.38B | 0.08% |
10,679,977
-213,833
|
|
||
212
MSCI
MSCI
$42.3B
| $1.37B | 0.08% |
2,415,314
+1,317,388
|
|
||
213
Energy Select Sector SPDR Fund
XLE
$26.9B
| $1.37B | 0.08% |
15,302,645
-2,758,215
|
|
||
214
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
| $1.36B | 0.08% |
16,803,965
-1,908,305
|
|
||
215
US Bancorp
USB
$76B
| $1.33B | 0.08% |
27,437,206
-1,318,387
|
|
||
216
Southern Company
SO
$98.3B
| $1.32B | 0.08% |
13,960,682
+1,099,519
|
|
||
217
Valero Energy
VLO
$53.1B
| $1.31B | 0.08% |
7,718,393
-209,039
|
|
||
218
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
| $1.31B | 0.08% |
14,609,080
+1,870,319
|
|
||
219
EQT Corp
EQT
$35.4B
| $1.31B | 0.08% |
23,979,326
+2,621,537
|
|
||
220
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
| $1.3B | 0.08% |
22,083,951
+1,605,281
|
|
||
221
iShares Core Dividend Growth ETF
DGRO
$35.2B
| $1.3B | 0.08% |
19,034,322
+251,100
|
|
||
222
First Trust Rising Dividend Achievers ETF
RDVY
$18B
| $1.29B | 0.08% |
19,212,352
+2,360,776
|
|
||
223
Marriott International
MAR
$81.6B
| $1.26B | 0.08% |
4,855,164
+99,310
|
|
||
224
Cadence Design Systems
CDNS
$82.7B
| $1.26B | 0.08% |
3,599,148
-257,546
|
|
||
225
Corning
GLW
$71.1B
| $1.26B | 0.08% |
15,398,855
+566,452
|
|