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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Trade Desk
TTD
|
$1.48B |
| 4 |
Roblox
RBLX
|
$1.23B |
| 5 |
Wayfair
W
|
$1.05B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $2.74B | 0.36% | 31,145,385 +3,435,841 | +12% | +$302M |
|
52
Nike
NKE
$114B
| $2.68B | 0.35% | 17,340,384 +543,451 | +3% | +$84M |
|
53
Honeywell
HON
$139B
| $2.66B | 0.35% | 12,135,673 +613,394 | +5% | +$135M |
|
54
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.64B | 0.35% | 32,079,065 -640,259 | -2% | -$52.6M |
|
55
Coca-Cola
KO
$297B
| $2.61B | 0.34% | 48,263,840 +951,106 | +2% | +$51.5M |
|
56
Okta
OKTA
$16.4B
| $2.55B | 0.34% | 10,402,399 -74,029 | -0.7% | -$18.1M |
|
57
Vanguard S&P 500 ETF
VOO
$726B
| $2.45B | 0.32% | 6,221,935 +66,274 | +1% | +$26.1M |
|
58
Amgen
AMGN
$155B
| $2.45B | 0.32% | 10,040,932 +80,922 | +0.8% | +$19.7M |
|
59
Costco
COST
$418B
| $2.45B | 0.32% | 6,185,105 +91,694 | +2% | +$36.3M |
|
60
Chevron
CVX
$324B
| $2.44B | 0.32% | 23,302,417 +1,513,296 | +7% | +$159M |
|
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $2.42B | 0.32% | 17,974,960 +429,480 | +2% | +$57.7M |
|
62
Bank of America
BAC
$376B
| $2.41B | 0.32% | 58,424,354 -4,376,254 | -7% | -$180M |
|
63
Tesla
TSLA
$1.08T
| $2.37B | 0.31% | 3,480,092 -386,808 | -10% | -$263M |
|
|
64
Wayfair
W
$9.67B
| $2.34B | 0.31% | 7,421,596 +3,339,317 | +82% | +$1.05B |
|
65
Comcast
CMCSA
$125B
| $2.33B | 0.31% | 40,850,065 +3,998,777 | +11% | +$228M |
|
66
EPAM Systems
EPAM
$9.82B
| $2.32B | 0.31% | 4,545,248 -1,586 | -0% | -$810K |
|
67
Pinterest
PINS
$24.9B
| $2.31B | 0.3% | 29,235,157 +1,487,797 | +5% | +$117M |
|
68
Verizon
VZ
$186B
| $2.3B | 0.3% | 41,107,351 -703,461 | -2% | -$39.4M |
|
69
Sea Limited
SE
$110B
| $2.26B | 0.3% | 8,246,832 +2,307,258 | +39% | +$634M |
|
70
Becton Dickinson
BDX
$55.3B
| $2.23B | 0.29% | 9,175,000 +1,323,224 | +17% | +$322M |
|
71
DoorDash
DASH
$105B
| $2.17B | 0.29% | 12,189,528 +1,269,171 | +12% | +$226M |
|
72
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2.16B | 0.28% | 21,168,340 -2,465,961 | -10% | -$251M |
|
73
AbbVie
ABBV
$372B
| $2.13B | 0.28% | 18,944,687 +214,425 | +1% | +$24.2M |
|
74
iShares S&P 500 Growth ETF
IVW
$63.1B
| $2.13B | 0.28% | 29,258,572 +304,151 | +1% | +$22.1M |
|
75
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.12B | 0.28% | 18,749,000 -359,274 | -2% | -$40.6M |
|