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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Colgate-Palmolive
CL
$68.8B
| $309M | 0.05% |
3,923,764
-385,521
| -9% | -$30.4M |
|
352
Vanguard Total World Stock ETF
VT
$51.8B
| $306M | 0.05% |
3,145,653
-553,932
| -15% | -$53.9M |
|
353
iShares MSCI ACWI ETF
ACWI
$22.1B
| $305M | 0.04% |
3,210,155
-320,641
| -9% | -$30.5M |
|
354
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $304M | 0.04% |
6,015,075
+397,363
| +7% | +$20.1M |
|
|
BBBY
355
Bed Bath & Beyond, Inc.
BBBY
$567M
| $303M | 0.04% |
4,578,934
+265,754
| +6% | +$17.6M |
|
356
Equinix
EQIX
$75.7B
| $303M | 0.04% |
445,781
+78,804
| +21% | +$53.6M |
|
357
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $301M | 0.04% |
2,762,291
-661,812
| -19% | -$72.1M |
|
358
Cigna
CI
$81.5B
| $300M | 0.04% |
1,238,960
-176,663
| -12% | -$42.7M |
|
359
Roku
ROKU
$14B
| $298M | 0.04% |
915,957
-465,126
| -34% | -$152M |
|
360
ARK Genomic Revolution ETF
ARKG
$1.08B
| $298M | 0.04% |
3,361,788
+782,912
| +30% | +$69.5M |
|
361
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $298M | 0.04% |
5,784,280
+1,593,547
| +38% | +$82.1M |
|
362
US Bancorp
USB
$75.9B
| $297M | 0.04% |
5,375,712
-37,826
| -0.7% | -$2.09M |
|
|
WBA
363
DELISTED
Walgreens Boots Alliance
WBA
| $296M | 0.04% |
5,387,569
-1,918,040
| -26% | -$105M |
|
364
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $295M | 0.04% |
1,425,804
-116,953
| -8% | -$24.2M |
|
|
DFS
365
DELISTED
Discover Financial Services
DFS
| $295M | 0.04% |
3,105,771
+569,192
| +22% | +$54.1M |
|
366
Intuit
INTU
$188B
| $294M | 0.04% |
768,070
+15,606
| +2% | +$5.98M |
|
367
Marriott International Class A Common Stock
MAR
$71.9B
| $293M | 0.04% |
1,977,530
+16,064
| +0.8% | +$2.38M |
|
368
iShares Russell 1000 ETF
IWB
$43.4B
| $293M | 0.04% |
1,307,238
-197,020
| -13% | -$44.1M |
|
369
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $292M | 0.04% |
6,425,975
+2,506,572
| +64% | +$114M |
|
370
Take-Two Interactive
TTWO
$44.2B
| $289M | 0.04% |
1,636,115
-41,310
| -2% | -$7.3M |
|
371
Palantir
PLTR
$363B
| $289M | 0.04% |
12,413,077
+6,632,400
| +115% | +$154M |
|
372
Newmont
NEM
$83.7B
| $287M | 0.04% |
4,768,335
+186,209
| +4% | +$11.2M |
|
373
Vanguard Russell 1000 Growth ETF
VONG
$31.1B
| $284M | 0.04% |
4,551,652
+226,840
| +5% | +$14.2M |
|
|
XLNX
374
DELISTED
Xilinx Inc
XLNX
| $284M | 0.04% |
2,289,379
-734,568
| -24% | -$91M |
|
|
NLSN
375
DELISTED
Nielsen Holdings plc
NLSN
| $283M | 0.04% |
11,263,735
+103,465
| +0.9% | +$2.6M |
|