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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Equinix
EQIX
$75.5B
| $1.1B | 0.08% |
1,243,673
+87,902
| +8% | +$78M |
|
|
XYZ
227
Block, Inc.
XYZ
$46.5B
| $1.1B | 0.08% |
16,404,044
-1,586,700
| -9% | -$107M |
|
228
Gartner
IT
$19B
| $1.1B | 0.08% |
2,166,842
+30,914
| +1% | +$15.7M |
|
229
ResMed
RMD
$39.7B
| $1.09B | 0.08% |
4,476,564
+1,080,042
| +32% | +$264M |
|
230
Intel
INTC
$106B
| $1.09B | 0.08% |
46,269,598
-8,973,889
| -16% | -$211M |
|
231
Vanguard FTSE Europe ETF
VGK
$26.5B
| $1.08B | 0.08% |
15,234,398
-363,690
| -2% | -$25.9M |
|
232
Air Products & Chemicals
APD
$65B
| $1.08B | 0.08% |
3,624,970
-58,024
| -2% | -$17.3M |
|
233
MSCI
MSCI
$42.9B
| $1.08B | 0.08% |
1,846,907
+178,679
| +11% | +$104M |
|
234
iShares Gold Trust
IAU
$51.8B
| $1.08B | 0.08% |
21,658,106
-215,271
| -1% | -$10.7M |
|
235
KLA
KLAC
$112B
| $1.07B | 0.08% |
1,382,091
-4,576
| -0.3% | -$3.54M |
|
236
Schlumberger
SLB
$53.6B
| $1.07B | 0.08% |
25,470,896
+5,502,524
| +28% | +$231M |
|
237
Illinois Tool Works
ITW
$76.4B
| $1.06B | 0.08% |
4,049,137
-81,175
| -2% | -$21.3M |
|
238
Moody's
MCO
$89.4B
| $1.06B | 0.08% |
2,228,093
-1,482,298
| -40% | -$703M |
|
239
Ameriprise Financial
AMP
$48.3B
| $1.06B | 0.08% |
2,249,985
+8,105
| +0.4% | +$3.81M |
|
240
iShares Russell Mid-Cap Value ETF
IWS
$14B
| $1.05B | 0.08% |
7,962,480
+32,300
| +0.4% | +$4.27M |
|
241
Aflac
AFL
$56.5B
| $1.05B | 0.08% |
9,374,169
-342,827
| -4% | -$38.3M |
|
242
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $1.04B | 0.08% |
9,189,041
+462,628
| +5% | +$52.3M |
|
243
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.03B | 0.08% |
12,874,575
+1,197,798
| +10% | +$96.2M |
|
244
Nu Holdings
NU
$71.8B
| $1.03B | 0.07% |
75,548,380
+15,279,650
| +25% | +$209M |
|
245
Sanofi
SNY
$121B
| $1.02B | 0.07% |
17,775,333
+3,041,391
| +21% | +$175M |
|
246
Alibaba
BABA
$330B
| $1.02B | 0.07% |
9,600,158
-1,166,785
| -11% | -$124M |
|
247
iShares Core Total USD Bond Market ETF
IUSB
$33.8B
| $1.02B | 0.07% |
21,616,018
+2,524,294
| +13% | +$119M |
|
248
Southern Company
SO
$101B
| $1.02B | 0.07% |
11,266,226
+118,592
| +1% | +$10.7M |
|
249
Altria Group
MO
$113B
| $1.02B | 0.07% |
19,903,710
+1,159,169
| +6% | +$59.2M |
|
250
GoDaddy
GDDY
$20B
| $1.01B | 0.07% |
6,473,119
-82,148
| -1% | -$12.9M |
|