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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
ASML
ASML
$285B
| $1.36B | 0.09% |
1,694,659
-21,650
| -1% | -$17.4M |
|
202
Welltower
WELL
$113B
| $1.35B | 0.09% |
8,812,695
-369,983
| -4% | -$56.9M |
|
|
XYZ
203
Block, Inc.
XYZ
$46.5B
| $1.35B | 0.09% |
19,921,579
+179,593
| +0.9% | +$12.2M |
|
204
Coinbase
COIN
$78B
| $1.35B | 0.09% |
3,859,309
+60,310
| +2% | +$21.1M |
|
205
Altria Group
MO
$113B
| $1.35B | 0.09% |
22,997,483
-2,058,545
| -8% | -$121M |
|
206
Bank of New York Mellon
BK
$73.8B
| $1.34B | 0.09% |
14,701,372
+1,959,365
| +15% | +$179M |
|
207
Otis Worldwide
OTIS
$33.7B
| $1.33B | 0.09% |
13,477,240
+583,875
| +5% | +$57.8M |
|
208
Fidelity Total Bond ETF
FBND
$20.3B
| $1.33B | 0.09% |
29,131,588
-5,817,506
| -17% | -$266M |
|
209
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $1.33B | 0.09% |
9,974,059
+74,311
| +0.8% | +$9.91M |
|
210
Freeport-McMoran
FCX
$64.5B
| $1.32B | 0.09% |
30,399,156
+3,554,379
| +13% | +$154M |
|
211
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.3B | 0.08% |
27,012,679
-4,290,568
| -14% | -$207M |
|
212
US Bancorp
USB
$75.5B
| $1.3B | 0.08% |
28,755,593
+1,443,118
| +5% | +$65.3M |
|
213
Marriott International Class A Common Stock
MAR
$72.7B
| $1.3B | 0.08% |
4,755,854
+13,192
| +0.3% | +$3.6M |
|
214
Carlisle Companies
CSL
$16.2B
| $1.27B | 0.08% |
3,396,662
+403,020
| +13% | +$150M |
|
215
Cheniere Energy
LNG
$52.9B
| $1.26B | 0.08% |
5,175,327
+168,694
| +3% | +$41.1M |
|
216
Energy Transfer Partners
ET
$60.8B
| $1.25B | 0.08% |
69,194,896
+564,737
| +0.8% | +$10.2M |
|
217
EQT Corp
EQT
$32.7B
| $1.25B | 0.08% |
21,357,789
+2,640,015
| +14% | +$154M |
|
218
Bristol-Myers Squibb
BMY
$96.5B
| $1.24B | 0.08% |
26,807,695
-5,131,019
| -16% | -$238M |
|
219
Cummins
CMI
$54.5B
| $1.24B | 0.08% |
3,771,594
-8,386
| -0.2% | -$2.75M |
|
220
Broadridge
BR
$29.9B
| $1.23B | 0.08% |
5,060,935
-27,908
| -0.5% | -$6.78M |
|
221
Ameriprise Financial
AMP
$48.5B
| $1.22B | 0.08% |
2,286,605
-200
| -0% | -$107K |
|
222
Cigna
CI
$80.3B
| $1.21B | 0.08% |
3,665,396
+60,578
| +2% | +$20M |
|
223
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.2B | 0.08% |
20,478,670
-1,775,262
| -8% | -$104M |
|
224
iShares Core Dividend Growth ETF
DGRO
$33.5B
| $1.2B | 0.08% |
18,783,222
+237,688
| +1% | +$15.2M |
|
225
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $1.2B | 0.08% |
12,521,595
+1,419,056
| +13% | +$136M |
|