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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Digital Realty Trust
DLR
$55.6B
| $396M | 0.05% |
2,794,553
-58,192
| -2% | -$8.25M |
|
327
Vanguard Total World Stock ETF
VT
$51.2B
| $396M | 0.05% |
3,905,387
+372,939
| +11% | +$37.8M |
|
328
Upstart Holdings
UPST
$6.66B
| $395M | 0.05% |
3,616,361
+2,643,377
| +272% | +$288M |
|
329
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.22B
| $393M | 0.05% |
3,143,289
+48,536
| +2% | +$6.07M |
|
330
Marsh & McLennan
MMC
$101B
| $392M | 0.05% |
2,298,341
-810,782
| -26% | -$138M |
|
331
Intuit
INTU
$185B
| $387M | 0.05% |
804,872
-58,630
| -7% | -$28.2M |
|
332
Equifax
EFX
$28.8B
| $386M | 0.05% |
1,628,019
+1,069,182
| +191% | +$254M |
|
333
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $384M | 0.05% |
2,284,146
-416,230
| -15% | -$70M |
|
334
Schlumberger
SLB
$53.6B
| $381M | 0.05% |
9,234,974
+420,465
| +5% | +$17.4M |
|
335
Edwards Lifesciences
EW
$48B
| $381M | 0.05% |
3,237,670
-457,979
| -12% | -$53.9M |
|
336
iShares Expanded Tech-Software Sector ETF
IGV
$9.77B
| $381M | 0.05% |
1,103,354
+367,603
| +50% | +$127M |
|
337
The Communication Services Select Sector SPDR Fund
XLC
$25B
| $379M | 0.05% |
5,507,772
+289,015
| +6% | +$19.9M |
|
338
Phillips 66
PSX
$54.1B
| $377M | 0.05% |
4,359,996
+484,233
| +12% | +$41.8M |
|
339
iShares MSCI EAFE Growth ETF
EFG
$13B
| $375M | 0.05% |
3,895,085
-1,144,655
| -23% | -$110M |
|
340
Kimberly-Clark
KMB
$42.7B
| $375M | 0.05% |
3,044,505
-82,671
| -3% | -$10.2M |
|
341
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.19B
| $375M | 0.05% |
7,829,746
+564,264
| +8% | +$27M |
|
342
Materials Select Sector SPDR Fund
XLB
$5.49B
| $373M | 0.05% |
4,229,384
-184,214
| -4% | -$16.2M |
|
|
COUP
343
DELISTED
Coupa Software Incorporated
COUP
| $372M | 0.05% |
3,658,433
-495,420
| -12% | -$50.3M |
|
344
Nucor
NUE
$33.6B
| $371M | 0.05% |
2,492,908
+23,145
| +0.9% | +$3.44M |
|
345
iShares Core MSCI Total International Stock ETF
IXUS
$47.5B
| $368M | 0.05% |
5,528,291
+233,637
| +4% | +$15.6M |
|
346
Berkshire Hathaway Class A
BRK.A
$1.08T
| $367M | 0.05% |
693
+72
| +12% | +$38.1M |
|
347
Analog Devices
ADI
$122B
| $365M | 0.05% |
2,208,402
+13,409
| +0.6% | +$2.21M |
|
348
Guardant Health
GH
$8.29B
| $365M | 0.05% |
5,506,569
-314,210
| -5% | -$20.8M |
|
349
Southern Company
SO
$101B
| $364M | 0.05% |
5,023,319
-1,206,429
| -19% | -$87.5M |
|
350
PNC Financial Services
PNC
$80.9B
| $364M | 0.05% |
1,973,006
-1,412,256
| -42% | -$260M |
|