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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $970M | 0.1% |
16,327,728
-968,975
| -6% | -$57.6M |
|
202
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $969M | 0.1% |
12,910,144
+2,973,340
| +30% | +$223M |
|
203
AstraZeneca
AZN
$253B
| $967M | 0.1% |
13,505,761
+553,713
| +4% | +$39.6M |
|
204
iShares MSCI Japan ETF
EWJ
$15.5B
| $965M | 0.1% |
15,587,635
+272,373
| +2% | +$16.9M |
|
205
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $949M | 0.09% |
9,715,602
+663,545
| +7% | +$64.8M |
|
206
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $941M | 0.09% |
12,688,982
+2,678,364
| +27% | +$199M |
|
207
GE Aerospace
GE
$296B
| $936M | 0.09% |
10,676,531
+450,693
| +4% | +$39.5M |
|
208
Steris
STE
$24.2B
| $917M | 0.09% |
4,075,791
-164,749
| -4% | -$37.1M |
|
209
Micron Technology
MU
$147B
| $912M | 0.09% |
14,450,712
+1,045,251
| +8% | +$66M |
|
210
ICICI Bank
IBN
$113B
| $908M | 0.09% |
39,339,879
-4,597,522
| -10% | -$106M |
|
211
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $905M | 0.09% |
9,070,775
-203,130
| -2% | -$20.3M |
|
212
Amphenol
APH
$135B
| $905M | 0.09% |
21,300,196
+249,028
| +1% | +$10.6M |
|
213
McKesson
MCK
$85.5B
| $899M | 0.09% |
2,103,548
-15,659
| -0.7% | -$6.69M |
|
214
Duke Energy
DUK
$93.8B
| $895M | 0.09% |
9,976,005
-172,314
| -2% | -$15.5M |
|
215
Chubb
CB
$111B
| $892M | 0.09% |
4,630,018
+521,824
| +13% | +$100M |
|
216
Monster Beverage
MNST
$61B
| $883M | 0.09% |
15,367,189
+1,254,884
| +9% | +$72.1M |
|
217
Arista Networks
ANET
$180B
| $879M | 0.09% |
21,684,240
-1,337,420
| -6% | -$54.2M |
|
218
EOG Resources
EOG
$64.4B
| $878M | 0.09% |
7,672,914
+59,471
| +0.8% | +$6.81M |
|
219
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $877M | 0.09% |
18,327,648
-1,778,660
| -9% | -$85.1M |
|
220
Progressive
PGR
$143B
| $874M | 0.09% |
6,600,577
+127,214
| +2% | +$16.8M |
|
221
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $871M | 0.09% |
7,928,971
+60,137
| +0.8% | +$6.61M |
|
222
Marathon Petroleum
MPC
$54.8B
| $869M | 0.09% |
7,449,292
-94,802
| -1% | -$11.1M |
|
223
iShares Gold Trust
IAU
$52.6B
| $868M | 0.09% |
23,860,420
+539,079
| +2% | +$19.6M |
|
224
Humana
HUM
$37B
| $859M | 0.08% |
1,921,136
+52,217
| +3% | +$23.3M |
|
225
Verisk Analytics
VRSK
$37.8B
| $857M | 0.08% |
3,791,314
-126,043
| -3% | -$28.5M |
|