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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ServiceNow
NOW
$172B
| $4.8B | 0.29% |
5,218,804
+6,167
|
|
||
52
Eaton
ETN
$130B
| $4.78B | 0.29% |
12,777,429
+240,075
|
|
||
53
McDonald's
MCD
$220B
| $4.73B | 0.29% |
15,572,960
-507,804
|
|
||
54
Spotify
SPOT
$120B
| $4.73B | 0.29% |
6,769,458
-54,989
|
|
||
55
DoorDash
DASH
$83.5B
| $4.66B | 0.28% |
17,145,228
-276,482
|
|
||
56
Mercado Libre
MELI
$103B
| $4.64B | 0.28% |
1,987,113
+5,288
|
|
||
57
Wells Fargo
WFC
$267B
| $4.62B | 0.28% |
55,174,764
+4,059,868
|
|
||
58
Salesforce
CRM
$221B
| $4.55B | 0.28% |
19,189,909
-1,266,565
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$557B
| $4.53B | 0.27% |
13,805,600
+185,286
|
|
||
60
IBM
IBM
$283B
| $4.52B | 0.27% |
16,024,101
-99,476
|
|
||
61
Amgen
AMGN
$182B
| $4.49B | 0.27% |
15,910,525
-274,256
|
|
||
62
American Express
AXP
$249B
| $4.4B | 0.27% |
13,232,411
-289,634
|
|
||
63
iShares Russell 2000 ETF
IWM
$69.2B
| $4.39B | 0.27% |
18,151,969
-2,709,746
|
|
||
64
Shopify
SHOP
$204B
| $4.35B | 0.26% |
29,284,562
-48,142
|
|
||
65
TSMC
TSM
$1.46T
| $4.21B | 0.26% |
15,091,532
+1,347,435
|
|
||
66
Walt Disney
DIS
$184B
| $4.18B | 0.25% |
36,468,027
-2,664,441
|
|
||
67
GE Aerospace
GE
$309B
| $4.09B | 0.25% |
13,592,382
+596,541
|
|
||
68
Blackrock
BLK
$160B
| $4.09B | 0.25% |
3,506,425
-134,198
|
|
||
69
Cloudflare
NET
$68.1B
| $4.08B | 0.25% |
19,011,192
-1,022,279
|
|
||
70
iShares S&P 500 Growth ETF
IVW
$65.9B
| $4.04B | 0.24% |
33,459,761
-534,482
|
|
||
71
SPDR Gold Trust
GLD
$138B
| $4.04B | 0.24% |
11,354,475
-180,450
|
|
||
72
Philip Morris
PM
$244B
| $3.97B | 0.24% |
24,452,909
+2,718,905
|
|
||
73
S&P Global
SPGI
$150B
| $3.93B | 0.24% |
8,070,048
+74,970
|
|
||
74
TJX Companies
TJX
$170B
| $3.92B | 0.24% |
27,108,488
+335,164
|
|
||
75
Honeywell
HON
$121B
| $3.9B | 0.24% |
18,546,112
+27,127
|
|