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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Growth ETF
VUG
$185B
| $3.34B | 0.34% | 12,252,916 +350,950 | +3% | +$95.6M |
|
52
Shopify
SHOP
$184B
| $3.25B | 0.33% | 59,647,851 -3,751,964 | -6% | -$205M |
|
53
Mercado Libre
MELI
$125B
| $3.24B | 0.33% | 2,558,467 +236,744 | +10% | +$300M |
|
54
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.21B | 0.33% | 67,444,636 -11,828,804 | -15% | -$563M |
|
55
Bank of America
BAC
$376B
| $3.1B | 0.32% | 113,154,330 +855,114 | +0.8% | +$23.4M |
|
56
NextEra Energy, Inc.
NEE
$148B
| $2.98B | 0.3% | 52,029,038 +1,265,368 | +2% | +$72.5M |
|
57
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $2.86B | 0.29% | 56,968,309 -2,992,648 | -5% | -$150M |
|
58
Intercontinental Exchange
ICE
$101B
| $2.85B | 0.29% | 25,875,057 -495,768 | -2% | -$54.5M |
|
59
Pfizer
PFE
$141B
| $2.82B | 0.29% | 84,927,802 +348,628 | +0.4% | +$11.6M |
|
60
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $2.68B | 0.27% | 18,941,150 +2,153,993 | +13% | +$305M |
|
61
Honeywell
HON
$139B
| $2.66B | 0.27% | 14,401,043 -160,399 | -1% | -$29.6M |
|
62
Becton Dickinson
BDX
$55.3B
| $2.64B | 0.27% | 10,200,213 +435,168 | +4% | +$113M |
|
63
Automatic Data Processing
ADP
$123B
| $2.6B | 0.26% | 10,802,211 +7,848 | +0.1% | +$1.89M |
|
64
Blackstone
BX
$134B
| $2.55B | 0.26% | 23,823,121 -418,692 | -2% | -$44.9M |
|
65
Nike
NKE
$114B
| $2.54B | 0.26% | 26,536,677 -2,726,097 | -9% | -$261M |
|
66
Palo Alto Networks
PANW
$127B
| $2.54B | 0.26% | 10,814,578 +252,659 | +2% | +$59.2M |
|
67
Advanced Micro Devices
AMD
$264B
| $2.5B | 0.25% | 24,351,551 +3,949,760 | +19% | +$406M |
|
68
Linde
LIN
$224B
| $2.47B | 0.25% | 6,638,885 -23,125 | -0.3% | -$8.61M |
|
69
Verizon
VZ
$186B
| $2.43B | 0.25% | 74,851,554 -3,265,263 | -4% | -$106M |
|
70
Vanguard Total Stock Market ETF
VTI
$526B
| $2.4B | 0.24% | 11,321,486 -181,913 | -2% | -$38.6M |
|
71
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.39B | 0.24% | 54,759,270 +1,930,476 | +4% | +$84.4M |
|
72
iShares Core US Aggregate Bond ETF
AGG
$131B
| $2.36B | 0.24% | 25,070,989 +440,988 | +2% | +$41.5M |
|
73
Netflix
NFLX
$513B
| $2.31B | 0.23% | 6,110,929 -116,279 | -2% | -$43.9M |
|
74
Qualcomm
QCOM
$173B
| $2.31B | 0.23% | 20,767,489 +438,660 | +2% | +$48.7M |
|
75
Comcast
CMCSA
$125B
| $2.29B | 0.23% | 51,668,099 -1,294,347 | -2% | -$57.4M |
|