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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$192B
| $5.15B | 0.31% |
15,744,528
-165,997
|
|
||
52
Blackstone
BX
$90.8B
| $5.07B | 0.3% |
32,862,165
+636,613
|
|
||
53
Salesforce
CRM
$158B
| $5.04B | 0.3% |
19,009,146
-180,763
|
|
||
54
Wells Fargo
WFC
$265B
| $4.99B | 0.3% |
53,574,153
-1,600,611
|
|
||
55
American Express
AXP
$218B
| $4.88B | 0.29% |
13,199,234
-33,177
|
|
||
56
Merck
MRK
$303B
| $4.73B | 0.28% |
44,946,021
+359,486
|
|
||
57
Micron Technology
MU
$475B
| $4.68B | 0.28% |
16,396,655
+794,289
|
|
||
58
McDonald's
MCD
$220B
| $4.67B | 0.28% |
15,270,740
-302,220
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$586B
| $4.62B | 0.28% |
13,792,394
-13,206
|
|
||
60
Abbott
ABT
$178B
| $4.6B | 0.27% |
36,727,533
-1,907,263
|
|
||
61
IBM
IBM
$223B
| $4.4B | 0.26% |
14,859,806
-1,164,295
|
|
||
62
S&P Global
SPGI
$126B
| $4.35B | 0.26% |
8,333,099
+263,051
|
|
||
63
GE Aerospace
GE
$327B
| $4.29B | 0.26% |
13,924,762
+332,380
|
|
||
64
Shopify
SHOP
$147B
| $4.26B | 0.25% |
26,453,143
-2,831,419
|
|
||
65
iShares Russell 2000 ETF
IWM
$74.9B
| $4.21B | 0.25% |
17,121,140
-1,030,829
|
|
||
66
iShares S&P 500 Growth ETF
IVW
$64.7B
| $4.15B | 0.25% |
33,646,152
+186,391
|
|
||
67
Eaton
ETN
$155B
| $4.13B | 0.25% |
12,978,790
+201,361
|
|
||
68
TSMC
TSM
$1.9T
| $4.11B | 0.25% |
13,513,371
-1,578,161
|
|
||
69
TJX Companies
TJX
$183B
| $4.08B | 0.24% |
26,541,902
-566,586
|
|
||
70
Caterpillar
CAT
$366B
| $4.05B | 0.24% |
7,075,119
-162,174
|
|
||
71
Walt Disney
DIS
$177B
| $4.03B | 0.24% |
35,447,892
-1,020,135
|
|
||
72
DoorDash
DASH
$67.1B
| $3.97B | 0.24% |
17,536,824
+391,596
|
|
||
73
GE Vernova
GEV
$260B
| $3.96B | 0.24% |
6,054,474
+685,466
|
|
||
74
Spotify
SPOT
$100B
| $3.83B | 0.23% |
6,600,718
-168,740
|
|
||
75
Honeywell
HON
$150B
| $3.79B | 0.23% |
19,425,421
+879,309
|
|