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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
DoorDash
DASH
$105B
| $3.02B | 0.37% | 20,261,310 +6,853,101 | +51% | +$1.02B |
|
52
Datadog
DDOG
$47.7B
| $2.98B | 0.37% | 16,708,536 +913,113 | +6% | +$163M |
|
53
Broadcom
AVGO
$1.4T
| $2.92B | 0.36% | 4,391,882 +1,036,956 | +31% | +$690M |
|
54
Trade Desk
TTD
$26.7B
| $2.89B | 0.36% | 31,488,183 +6,114,935 | +24% | +$560M |
|
55
Automatic Data Processing
ADP
$123B
| $2.86B | 0.35% | 11,596,172 -506,313 | -4% | -$125M |
|
56
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.84B | 0.35% | 47,418,650 +2,613,954 | +6% | +$156M |
|
57
PepsiCo
PEP
$204B
| $2.8B | 0.35% | 16,122,623 +2,395,766 | +17% | +$416M |
|
58
EPAM Systems
EPAM
$9.82B
| $2.8B | 0.35% | 4,183,291 -403,660 | -9% | -$270M |
|
59
Pfizer
PFE
$141B
| $2.78B | 0.34% | 47,053,846 +399,821 | +0.9% | +$23.6M |
|
60
Veeva Systems
VEEV
$44B
| $2.77B | 0.34% | 10,831,471 -30,311 | -0.3% | -$7.74M |
|
61
Blackstone
BX
$134B
| $2.7B | 0.33% | 20,880,345 +1,495,268 | +8% | +$193M |
|
62
PayPal
PYPL
$67.1B
| $2.67B | 0.33% | 14,165,481 +2,818,353 | +25% | +$531M |
|
63
AbbVie
ABBV
$372B
| $2.62B | 0.32% | 19,370,988 +384,646 | +2% | +$52.1M |
|
64
Nike
NKE
$114B
| $2.62B | 0.32% | 15,724,952 -133,906 | -0.8% | -$22.3M |
|
65
NextEra Energy, Inc.
NEE
$148B
| $2.62B | 0.32% | 28,063,280 +943,834 | +3% | +$88.1M |
|
66
Verizon
VZ
$186B
| $2.61B | 0.32% | 50,314,683 +7,488,441 | +17% | +$389M |
|
67
Honeywell
HON
$139B
| $2.61B | 0.32% | 12,511,635 +25,441 | +0.2% | +$5.3M |
|
68
Cisco
CSCO
$274B
| $2.55B | 0.32% | 40,266,563 +1,820,884 | +5% | +$115M |
|
69
Twilio
TWLO
$16.2B
| $2.52B | 0.31% | 9,558,865 -177,181 | -2% | -$46.7M |
|
70
CVS Health
CVS
$92.8B
| $2.5B | 0.31% | 24,281,050 +1,431,615 | +6% | +$148M |
|
71
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2.5B | 0.31% | 24,635,465 -294,438 | -1% | -$29.9M |
|
72
iShares S&P 500 Growth ETF
IVW
$63.1B
| $2.49B | 0.31% | 29,762,297 +600,798 | +2% | +$50.3M |
|
73
Snap
SNAP
$12.1B
| $2.45B | 0.3% | 52,170,035 -4,061,262 | -7% | -$191M |
|
74
Baxter International
BAX
$12.7B
| $2.44B | 0.3% | 28,377,977 +502,422 | +2% | +$43.1M |
|
75
McDonald's
MCD
$224B
| $2.42B | 0.3% | 9,042,047 +322,203 | +4% | +$86.4M |
|