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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.58B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Honeywell
HON
$138B
| $2.49B | 0.39% |
11,728,323
+379,995
| +3% | +$80.8M |
|
52
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.46B | 0.38% |
29,654,510
+1,790,347
| +6% | +$148M |
|
53
NVIDIA
NVDA
$4.16T
| $2.45B | 0.38% |
4,695,110
+1,075,930
| +30% | +$562M |
|
54
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $2.41B | 0.37% |
27,658,483
+9,054,920
| +49% | +$790M |
|
55
Automatic Data Processing
ADP
$123B
| $2.41B | 0.37% |
13,659,193
+107,267
| +0.8% | +$18.9M |
|
|
56
Okta
OKTA
$16.4B
| $2.36B | 0.36% |
9,280,370
-3,558,149
| -28% | -$905M |
|
57
Verizon
VZ
$185B
| $2.3B | 0.36% |
39,149,043
+2,855,873
| +8% | +$168M |
|
58
PayPal
PYPL
$66.2B
| $2.3B | 0.36% |
9,814,891
+1,362,423
| +16% | +$319M |
|
59
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $2.27B | 0.35% |
16,449,936
+7,074,136
| +75% | +$977M |
|
60
AT&T
T
$208B
| $2.26B | 0.35% |
78,703,060
+3,680,978
| +5% | +$106M |
|
61
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.24B | 0.35% |
21,999,508
+671,642
| +3% | +$68.5M |
|
62
Amgen
AMGN
$155B
| $2.24B | 0.35% |
9,745,556
+1,179,665
| +14% | +$271M |
|
63
SPDR S&P Biotech ETF
XBI
$5.25B
| $2.17B | 0.34% |
15,424,655
+3,939,244
| +34% | +$555M |
|
64
Vanguard Total Bond Market
BND
$133B
| $2.15B | 0.33% |
24,418,096
+971,175
| +4% | +$85.6M |
|
65
Vanguard S&P 500 ETF
VOO
$720B
| $2.15B | 0.33% |
6,258,051
-143,692
| -2% | -$49.4M |
|
|
COUP
66
DELISTED
Coupa Software Incorporated
COUP
| $2.15B | 0.33% |
6,343,782
-1,318,831
| -17% | -$447M |
|
|
67
NextEra Energy, Inc.
NEE
$150B
| $2.14B | 0.33% |
27,736,257
+20,467,531
| +282% | +$1.58B |
|
68
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $2.06B | 0.32% |
39,828,787
+7,973,660
| +25% | +$412M |
|
69
Snap
SNAP
$12.4B
| $2.04B | 0.32% |
40,805,179
+5,912,545
| +17% | +$296M |
|
70
Comcast
CMCSA
$126B
| $1.99B | 0.31% |
37,933,210
+2,487,384
| +7% | +$130M |
|
71
Pfizer
PFE
$142B
| $1.97B | 0.3% |
53,610,111
+7,540,245
| +16% | +$278M |
|
72
Becton Dickinson
BDX
$55.3B
| $1.96B | 0.3% |
7,844,715
+259,989
| +3% | +$65.1M |
|
73
Baxter International
BAX
$12.7B
| $1.93B | 0.3% |
24,069,317
+245,093
| +1% | +$19.7M |
|
74
Walmart
WMT
$780B
| $1.93B | 0.3% |
13,388,737
+480,279
| +4% | +$69.2M |
|
75
PepsiCo
PEP
$206B
| $1.92B | 0.3% |
12,927,926
+1,122,678
| +10% | +$166M |
|