Morgan Stanley Refreshes Dividend Portfolio
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•Morgan Stanley updated its Dividend Equity Portfolio, dropped this big tech name
83% Informative
Morgan Stanley has undertaken a strategic refresh of its Dividend Equity Portfolio .
One of the biggest changes is the decision to drop Microsoft Corp (NASDAQ: MSFT ). This move is part of Morgan Stanley’s broader strategy to reorient the portfolio towards sectors and companies offering robust dividend yields, defensive characteristics, and promising growth prospects.
General Dynamics Corp ( NYSE : GD ) and Constellation Energy Corp. have been identified as strong fits for the portfolio due to their potential to capitalize on increased global defense spending.
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