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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
First Trust Rising Dividend Achievers ETF
RDVY
$16.4B
| $727M | 0.1% |
14,844,233
+2,379,629
| +19% | +$117M |
|
202
Elevance Health
ELV
$71.8B
| $727M | 0.1% |
1,479,786
-221,355
| -13% | -$109M |
|
203
SPDR S&P Dividend ETF
SDY
$20.6B
| $724M | 0.1% |
5,650,895
+462,186
| +9% | +$59.2M |
|
204
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $714M | 0.1% |
5,305,424
-154,164
| -3% | -$20.8M |
|
205
Oracle
ORCL
$635B
| $713M | 0.1% |
8,618,864
-3,448,860
| -29% | -$285M |
|
206
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $712M | 0.1% |
6,740,523
+958,228
| +17% | +$101M |
|
207
Dow Inc
DOW
$17.5B
| $711M | 0.1% |
11,165,376
+1,423,561
| +15% | +$90.7M |
|
208
Valero Energy
VLO
$47.2B
| $708M | 0.1% |
6,975,067
+1,620,347
| +30% | +$165M |
|
209
10x Genomics
TXG
$1.74B
| $708M | 0.1% |
9,301,856
+4,443,059
| +91% | +$338M |
|
210
iShares Short Treasury Bond ETF
SHV
$20.8B
| $699M | 0.09% |
6,339,291
-608,656
| -9% | -$67.1M |
|
211
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $696M | 0.09% |
9,346,900
+2,243,492
| +32% | +$167M |
|
212
Broadridge
BR
$29.9B
| $695M | 0.09% |
4,464,423
+1,113,730
| +33% | +$173M |
|
213
Moody's
MCO
$91.4B
| $694M | 0.09% |
2,055,688
+12,018
| +0.6% | +$4.06M |
|
214
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $673M | 0.09% |
3,639,628
+10,956
| +0.3% | +$2.03M |
|
215
Ally Financial
ALLY
$12.6B
| $673M | 0.09% |
15,479,150
-262,552
| -2% | -$11.4M |
|
216
Illumina
ILMN
$15.8B
| $665M | 0.09% |
1,903,795
+724,105
| +61% | +$253M |
|
217
Apollo Global Management
APO
$77.9B
| $665M | 0.09% |
10,724,396
+3,225,323
| +43% | +$200M |
|
|
SJR
218
DELISTED
Shaw Communications Inc.
SJR
| $659M | 0.09% |
21,216,434
+6,808,960
| +47% | +$211M |
|
219
Globant
GLOB
$2.96B
| $658M | 0.09% |
2,512,265
+371,057
| +17% | +$97.2M |
|
220
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $651M | 0.09% |
7,571,986
+457,744
| +6% | +$39.4M |
|
221
Waste Management
WM
$91.2B
| $649M | 0.09% |
4,093,275
-752,669
| -16% | -$119M |
|
222
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $646M | 0.09% |
13,026,154
+2,040,438
| +19% | +$101M |
|
223
Sherwin-Williams
SHW
$91.2B
| $643M | 0.09% |
2,576,661
-63,858
| -2% | -$15.9M |
|
224
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $640M | 0.09% |
4,275,190
+234,766
| +6% | +$35.1M |
|
225
Freeport-McMoran
FCX
$63.7B
| $639M | 0.09% |
12,845,584
-597,185
| -4% | -$29.7M |
|