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 |
XYZ
Block, Inc.
XYZ
|
$2.09B |
| 2 |
Procter & Gamble
PG
|
$1.04B |
| 3 |
Zoom
ZM
|
$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$693M |
| 5 |
Datadog
DDOG
|
$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.34B |
| 2 |
VanEck Oil Services ETF
OIH
|
$1.33B |
| 3 |
Alerian MLP ETF
AMLP
|
$1.04B |
| 4 |
ServiceNow
NOW
|
$1B |
| 5 |
Invesco QQQ Trust
QQQ
|
$847M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
ServiceNow
NOW
$189B
| $2.79B | 0.62% |
6,892,739
-2,476,202
| -26% | -$1B |
|
27
TAL Education Group
TAL
$6.46B
| $2.79B | 0.62% |
40,821,573
+4,728,587
| +13% | +$323M |
|
28
Thermo Fisher Scientific
TMO
$186B
| $2.78B | 0.61% |
7,663,310
+107,355
| +1% | +$38.9M |
|
29
Uber
UBER
$194B
| $2.7B | 0.6% |
86,921,191
+8,647,510
| +11% | +$269M |
|
30
Intuitive Surgical
ISRG
$170B
| $2.6B | 0.58% |
4,558,705
-3,431
| -0.1% | -$1.96M |
|
31
Accenture
ACN
$162B
| $2.57B | 0.57% |
11,981,171
+1,233,853
| +11% | +$265M |
|
32
iShares Core S&P 500 ETF
IVV
$657B
| $2.55B | 0.56% |
8,227,265
-717,950
| -8% | -$222M |
|
33
Twilio
TWLO
$16.2B
| $2.45B | 0.54% |
11,166,684
-114,940
| -1% | -$25.2M |
|
34
Home Depot
HD
$405B
| $2.38B | 0.53% |
9,499,699
+243,772
| +3% | +$61.1M |
|
35
Okta
OKTA
$16.4B
| $2.35B | 0.52% |
11,759,040
+747,514
| +7% | +$150M |
|
|
COUP
36
DELISTED
Coupa Software Incorporated
COUP
| $2.35B | 0.52% |
8,483,740
+144,931
| +2% | +$40.2M |
|
37
Abbott
ABT
$231B
| $2.27B | 0.5% |
24,802,589
-559,645
| -2% | -$51.2M |
|
38
Adobe
ADBE
$147B
| $2.25B | 0.5% |
5,159,200
+46,713
| +0.9% | +$20.3M |
|
39
Danaher
DHR
$147B
| $2.23B | 0.49% |
12,605,840
-1,119,565
| -8% | -$198M |
|
40
AT&T
T
$208B
| $2.22B | 0.49% |
73,393,965
+10,515,553
| +17% | +$318M |
|
41
Vanguard Growth ETF
VUG
$183B
| $2.18B | 0.48% |
10,797,408
-329,632
| -3% | -$66.6M |
|
42
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.08B | 0.46% |
43,679,395
-2,369,929
| -5% | -$113M |
|
43
Salesforce
CRM
$242B
| $2.08B | 0.46% |
11,087,727
+253,376
| +2% | +$47.5M |
|
44
SPDR Gold Trust
GLD
$110B
| $2.05B | 0.45% |
12,266,476
+2,724,415
| +29% | +$456M |
|
45
Verizon
VZ
$185B
| $2.05B | 0.45% |
37,221,807
+853,211
| +2% | +$47M |
|
46
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.03B | 0.45% |
24,419,711
+1,088,010
| +5% | +$90.4M |
|
|
WORK
47
DELISTED
Slack Technologies, Inc.
WORK
| $2.02B | 0.45% |
65,048,534
+7,146,795
| +12% | +$222M |
|
48
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.02B | 0.45% |
19,829,994
-408,369
| -2% | -$41.5M |
|
49
UnitedHealth
UNH
$280B
| $1.97B | 0.44% |
6,677,356
-111,639
| -2% | -$32.9M |
|
50
Coca-Cola
KO
$297B
| $1.96B | 0.43% |
43,829,877
-4,662,311
| -10% | -$208M |
|