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
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Boston Scientific
BSX
$159B
| $890M | 0.1% |
19,245,054
+6,842,597
| +55% | +$317M |
|
202
ICICI Bank
IBN
$113B
| $884M | 0.1% |
40,367,442
-6,366,914
| -14% | -$139M |
|
203
Constellation Brands
STZ
$25.9B
| $883M | 0.1% |
3,809,273
+909,562
| +31% | +$211M |
|
204
Progressive
PGR
$145B
| $872M | 0.1% |
6,721,345
+1,361,665
| +25% | +$177M |
|
205
iShares TIPS Bond ETF
TIP
$13.5B
| $871M | 0.1% |
8,180,353
-1,834,919
| -18% | -$195M |
|
206
iShares MSCI ACWI ETF
ACWI
$21.9B
| $869M | 0.1% |
10,243,398
+6,369,172
| +164% | +$541M |
|
207
Humana
HUM
$37.7B
| $865M | 0.1% |
1,688,442
+290,865
| +21% | +$149M |
|
208
First Trust Preferred Securities and Income ETF
FPE
$6.09B
| $854M | 0.1% |
50,836,828
-5,131,597
| -9% | -$86.2M |
|
209
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $845M | 0.1% |
8,023,084
-1,041,540
| -11% | -$110M |
|
210
Applied Materials
AMAT
$123B
| $839M | 0.1% |
8,614,319
+819,979
| +11% | +$79.8M |
|
211
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $839M | 0.1% |
7,954,646
-2,655,638
| -25% | -$280M |
|
212
MetLife
MET
$53.4B
| $838M | 0.1% |
11,584,674
+418,477
| +4% | +$30.3M |
|
213
Amphenol
APH
$134B
| $823M | 0.09% |
10,811,475
+3,310,939
| +44% | +$252M |
|
214
iShares MSCI Japan ETF
EWJ
$15.2B
| $819M | 0.09% |
15,046,064
-43,345
| -0.3% | -$2.36M |
|
215
Booking.com
BKNG
$181B
| $812M | 0.09% |
402,984
+103,607
| +35% | +$209M |
|
216
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $811M | 0.09% |
17,543,589
+4,874,735
| +38% | +$225M |
|
217
McKesson
MCK
$85.6B
| $807M | 0.09% |
2,152,581
+213,343
| +11% | +$80M |
|
218
Schlumberger
SLB
$52.4B
| $807M | 0.09% |
15,092,682
+114,462
| +0.8% | +$6.12M |
|
219
Ecolab
ECL
$77.2B
| $802M | 0.09% |
5,510,224
+2,023,685
| +58% | +$295M |
|
|
GTM
220
ZoomInfo Technologies
GTM
$3.28B
| $794M | 0.09% |
26,385,557
+1,879,587
| +8% | +$56.6M |
|
221
W.R. Berkley
WRB
$27.3B
| $791M | 0.09% |
10,899,093
+8,831,553
| +427% | +$641M |
|
222
IQVIA
IQV
$31.3B
| $782M | 0.09% |
3,816,788
-675,883
| -15% | -$138M |
|
223
Altria Group
MO
$112B
| $782M | 0.09% |
17,105,285
+1,531,337
| +10% | +$70M |
|
224
Dow Inc
DOW
$16.9B
| $777M | 0.09% |
15,426,813
+291,755
| +2% | +$14.7M |
|
225
iShares Gold Trust
IAU
$52.2B
| $769M | 0.09% |
22,233,703
+694,430
| +3% | +$24M |
|