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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trade Desk
TTD
$26.7B
| $2.67B | 0.36% |
38,517,961
+7,029,778
| +22% | +$487M |
|
52
Exxon Mobil
XOM
$487B
| $2.62B | 0.35% |
31,727,230
+3,280,754
| +12% | +$271M |
|
53
SPDR Gold Trust
GLD
$107B
| $2.58B | 0.35% |
14,277,940
+2,202,670
| +18% | +$398M |
|
|
54
TSMC
TSM
$1.2T
| $2.56B | 0.34% |
24,509,746
+11,491,406
| +88% | +$1.2B |
|
55
Bank of America
BAC
$376B
| $2.55B | 0.34% |
61,827,493
-18,332,268
| -23% | -$756M |
|
56
Datadog
DDOG
$47.7B
| $2.54B | 0.34% |
16,783,320
+74,784
| +0.4% | +$11.3M |
|
57
Blackstone
BX
$134B
| $2.53B | 0.34% |
19,924,186
-956,159
| -5% | -$121M |
|
58
PepsiCo
PEP
$204B
| $2.52B | 0.34% |
15,058,518
-1,064,105
| -7% | -$178M |
|
59
RTX Corp
RTX
$212B
| $2.51B | 0.34% |
25,368,568
+538,796
| +2% | +$53.4M |
|
|
60
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $2.51B | 0.34% |
18,984,160
+13,484,255
| +245% | +$1.78B |
|
61
Nike
NKE
$114B
| $2.5B | 0.34% |
18,568,609
+2,843,657
| +18% | +$383M |
|
62
Pfizer
PFE
$141B
| $2.45B | 0.33% |
47,374,747
+320,901
| +0.7% | +$16.6M |
|
63
Automatic Data Processing
ADP
$123B
| $2.45B | 0.33% |
10,770,209
-825,963
| -7% | -$188M |
|
64
Coupang
CPNG
$52.1B
| $2.42B | 0.33% |
136,957,547
+59,470,409
| +77% | +$1.05B |
|
65
Honeywell
HON
$139B
| $2.42B | 0.33% |
12,428,967
-82,668
| -0.7% | -$16.1M |
|
66
Broadcom
AVGO
$1.4T
| $2.4B | 0.32% |
3,814,023
-577,859
| -13% | -$364M |
|
67
Qualcomm
QCOM
$173B
| $2.37B | 0.32% |
15,510,064
+2,464,290
| +19% | +$377M |
|
68
CVS Health
CVS
$92.8B
| $2.3B | 0.31% |
22,765,814
-1,515,236
| -6% | -$153M |
|
69
McDonald's
MCD
$224B
| $2.3B | 0.31% |
9,292,149
+250,102
| +3% | +$61.8M |
|
70
NextEra Energy, Inc.
NEE
$148B
| $2.28B | 0.31% |
26,951,040
-1,112,240
| -4% | -$94.2M |
|
71
Verizon
VZ
$186B
| $2.27B | 0.31% |
44,600,157
-5,714,526
| -11% | -$291M |
|
72
Vanguard Total Stock Market ETF
VTI
$526B
| $2.26B | 0.31% |
9,940,786
+141,932
| +1% | +$32.3M |
|
73
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.24B | 0.3% |
20,738,490
+892,063
| +4% | +$96.2M |
|
74
Baxter International
BAX
$12.7B
| $2.23B | 0.3% |
28,701,281
+323,304
| +1% | +$25.1M |
|
75
Intercontinental Exchange
ICE
$101B
| $2.22B | 0.3% |
16,826,266
+942,375
| +6% | +$125M |
|