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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $1.26B | 0.09% |
15,654,091
+501,670
| +3% | +$40.3M |
|
202
US Bancorp
USB
$76B
| $1.25B | 0.09% |
26,237,601
+11,140,374
| +74% | +$533M |
|
203
Vanguard High Dividend Yield ETF
VYM
$64B
| $1.24B | 0.09% |
9,748,773
+72,588
| +0.8% | +$9.26M |
|
204
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.23B | 0.09% |
15,810,279
-1,012,010
| -6% | -$78.9M |
|
205
Nu Holdings
NU
$71.5B
| $1.22B | 0.09% |
118,093,632
+42,545,252
| +56% | +$441M |
|
206
Williams Companies
WMB
$70.7B
| $1.21B | 0.08% |
22,309,865
+1,981,446
| +10% | +$107M |
|
207
Duke Energy
DUK
$95.3B
| $1.21B | 0.08% |
11,187,571
-11,615
| -0.1% | -$1.25M |
|
208
Dell
DELL
$82.6B
| $1.2B | 0.08% |
10,452,937
+50,361
| +0.5% | +$5.8M |
|
209
Ameriprise Financial
AMP
$48.5B
| $1.2B | 0.08% |
2,252,065
+2,080
| +0.1% | +$1.11M |
|
210
Apollo Global Management
APO
$77.9B
| $1.18B | 0.08% |
7,164,531
+852,383
| +14% | +$141M |
|
211
American Electric Power
AEP
$59.4B
| $1.17B | 0.08% |
12,715,707
+460,405
| +4% | +$42.5M |
|
212
Broadridge
BR
$29.9B
| $1.17B | 0.08% |
5,155,298
-193,991
| -4% | -$43.9M |
|
213
iShares Gold Trust
IAU
$50.6B
| $1.16B | 0.08% |
23,490,025
+1,831,919
| +8% | +$90.7M |
|
214
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.15B | 0.08% |
8,753,929
+129,267
| +1% | +$17M |
|
215
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $1.14B | 0.08% |
11,495,011
+135,215
| +1% | +$13.5M |
|
216
Illinois Tool Works
ITW
$77.1B
| $1.14B | 0.08% |
4,504,797
+455,660
| +11% | +$116M |
|
217
Chipotle Mexican Grill
CMG
$56.5B
| $1.14B | 0.08% |
18,906,976
-543,888
| -3% | -$32.8M |
|
218
AstraZeneca
AZN
$248B
| $1.13B | 0.08% |
17,301,089
+4,476,178
| +35% | +$293M |
|
|
219
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.13B | 0.08% |
14,663,464
-13,258,516
| -47% | -$1.02B |
|
220
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $1.13B | 0.08% |
18,412,496
-26,964
| -0.1% | -$1.65M |
|
221
MSCI
MSCI
$43.9B
| $1.12B | 0.08% |
1,868,642
+21,735
| +1% | +$13M |
|
222
Cadence Design Systems
CDNS
$95.5B
| $1.12B | 0.08% |
3,714,632
+150,354
| +4% | +$45.2M |
|
223
Air Products & Chemicals
APD
$65.5B
| $1.11B | 0.08% |
3,827,199
+202,229
| +6% | +$58.7M |
|
224
Otis Worldwide
OTIS
$33.9B
| $1.1B | 0.08% |
11,926,377
+138,659
| +1% | +$12.8M |
|
225
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.1B | 0.08% |
12,373,632
+70,200
| +0.6% | +$6.25M |
|