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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.77B | 0.37% | 44,804,696 +579,501 | +1% | +$35.8M |
|
52
DoorDash
DASH
$105B
| $2.76B | 0.37% | 13,408,209 +1,218,681 | +10% | +$251M |
|
53
Costco
COST
$418B
| $2.73B | 0.37% | 6,071,457 -113,648 | -2% | -$51.1M |
|
54
Coca-Cola
KO
$297B
| $2.66B | 0.36% | 50,747,845 +2,484,005 | +5% | +$130M |
|
55
Honeywell
HON
$139B
| $2.65B | 0.36% | 12,486,194 +350,521 | +3% | +$74.4M |
|
56
EPAM Systems
EPAM
$9.82B
| $2.62B | 0.35% | 4,586,951 +41,703 | +0.9% | +$23.8M |
|
57
Vanguard S&P 500 ETF
VOO
$726B
| $2.61B | 0.35% | 6,605,105 +383,170 | +6% | +$151M |
|
58
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2.54B | 0.34% | 24,929,903 +3,761,563 | +18% | +$383M |
|
59
Chevron
CVX
$324B
| $2.47B | 0.33% | 24,297,770 +995,353 | +4% | +$101M |
|
60
Sea Limited
SE
$110B
| $2.46B | 0.33% | 7,722,709 -524,123 | -6% | -$167M |
|
61
Bank of America
BAC
$376B
| $2.46B | 0.33% | 57,963,059 -461,295 | -0.8% | -$19.6M |
|
62
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.46B | 0.33% | 22,528,269 +3,779,269 | +20% | +$413M |
|
63
Comcast
CMCSA
$125B
| $2.42B | 0.33% | 43,267,135 +2,417,070 | +6% | +$135M |
|
64
Automatic Data Processing
ADP
$123B
| $2.42B | 0.33% | 12,102,485 -1,804,464 | -13% | -$361M |
|
65
Becton Dickinson
BDX
$55.3B
| $2.42B | 0.33% | 9,827,875 +652,875 | +7% | +$160M |
|
66
Verizon
VZ
$186B
| $2.31B | 0.31% | 42,826,242 +1,718,891 | +4% | +$92.8M |
|
67
Nike
NKE
$114B
| $2.3B | 0.31% | 15,858,858 -1,481,526 | -9% | -$215M |
|
68
Blackstone
BX
$134B
| $2.26B | 0.3% | 19,385,077 -1,092,196 | -5% | -$127M |
|
69
Baxter International
BAX
$12.7B
| $2.24B | 0.3% | 27,875,555 +2,102,500 | +8% | +$169M |
|
70
Datadog
DDOG
$47.7B
| $2.23B | 0.3% | 15,795,423 +2,185,920 | +16% | +$309M |
|
71
Netflix
NFLX
$513B
| $2.22B | 0.3% | 3,639,215 -258,812 | -7% | -$158M |
|
72
Moderna
MRNA
$9.37B
| $2.18B | 0.29% | 5,661,387 -1,760,110 | -24% | -$677M |
|
73
iShares S&P 500 Growth ETF
IVW
$63.1B
| $2.16B | 0.29% | 29,161,499 -97,073 | -0.3% | -$7.17M |
|
74
NextEra Energy, Inc.
NEE
$148B
| $2.13B | 0.29% | 27,119,446 -420,833 | -2% | -$33M |
|
75
Wayfair
W
$9.67B
| $2.13B | 0.29% | 8,326,165 +904,569 | +12% | +$231M |
|