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 |
Intuitive Surgical
ISRG
|
+$893M |
| 2 |
Qualcomm
QCOM
|
+$844M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$809M |
| 4 |
Apple
AAPL
|
+$779M |
| 5 |
Baxter International
BAX
|
+$593M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.6B |
| 2 |
Wells Fargo
WFC
|
+$890M |
| 3 |
KKR & Co
KKR
|
+$464M |
| 4 |
Booking.com
BKNG
|
+$404M |
| 5 |
Nike
NKE
|
+$390M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Healthcare | 9.53% |
| 3 | Financials | 9.24% |
| 4 | Consumer Discretionary | 7.98% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Globant
GLOB
$2.64B
| $231M | 0.06% |
3,916,084
+289,250
| +8% | +$17.1M |
|
327
A.O. Smith
AOS
$10.1B
| $231M | 0.06% |
4,323,398
+845,117
| +24% | +$45.1M |
|
328
Stanley Black & Decker
SWK
$11.9B
| $230M | 0.06% |
1,573,755
+95,116
| +6% | +$13.9M |
|
329
Vanguard Financials ETF
VFH
$12.8B
| $230M | 0.06% |
3,314,912
-72,597
| -2% | -$5.04M |
|
330
Fomento Económico Mexicano
FMX
$30.2B
| $228M | 0.06% |
2,306,864
-116,216
| -5% | -$11.5M |
|
331
Berkshire Hathaway Class A
BRK.A
$1.06T
| $227M | 0.06% |
709
-17
| -2% | -$5.44M |
|
332
iShares MSCI ACWI ETF
ACWI
$22.3B
| $224M | 0.06% |
3,016,467
-527,176
| -15% | -$39.1M |
|
333
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.34B
| $221M | 0.06% |
4,335,445
+395,612
| +10% | +$20.2M |
|
334
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $219M | 0.05% |
6,917,034
-354,544
| -5% | -$11.2M |
|
335
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $219M | 0.05% |
2,616,417
-510,146
| -16% | -$42.6M |
|
336
Ross Stores
ROST
$48.7B
| $218M | 0.05% |
2,201,584
+898,614
| +69% | +$89.1M |
|
337
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
| $216M | 0.05% |
3,992,317
+254,656
| +7% | +$13.8M |
|
338
Align Technology
ALGN
$9.85B
| $215M | 0.05% |
549,192
-48,478
| -8% | -$19M |
|
339
Corning
GLW
$62B
| $215M | 0.05% |
6,084,855
+573,273
| +10% | +$20.2M |
|
|
XYZ
340
Block, Inc.
XYZ
$46B
| $213M | 0.05% |
2,155,014
-663,568
| -24% | -$65.7M |
|
341
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $213M | 0.05% |
5,730,769
-212,004
| -4% | -$7.87M |
|
342
Canadian Pacific Kansas City
CP
$68.6B
| $212M | 0.05% |
5,007,510
+1,376,675
| +38% | +$58.4M |
|
343
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $212M | 0.05% |
4,146,168
+362,000
| +10% | +$18.5M |
|
344
Western Digital
WDC
$32.8B
| $211M | 0.05% |
4,770,439
+2,044,551
| +75% | +$90.5M |
|
345
Vanguard Health Care ETF
VHT
$15.8B
| $211M | 0.05% |
1,167,773
+171,012
| +17% | +$30.9M |
|
346
Capital One
COF
$142B
| $211M | 0.05% |
2,218,793
-225,606
| -9% | -$21.4M |
|
347
Oneok
OKE
$45.2B
| $208M | 0.05% |
3,060,954
+693,501
| +29% | +$47M |
|
348
Charles Schwab
SCHW
$170B
| $207M | 0.05% |
4,213,413
-261,055
| -6% | -$12.8M |
|
|
CERN
349
DELISTED
Cerner Corp
CERN
| $206M | 0.05% |
3,201,690
+649,256
| +25% | +$41.8M |
|
350
iShares US Medical Devices ETF
IHI
$4.35B
| $205M | 0.05% |
5,401,278
+1,353,636
| +33% | +$51.3M |
|