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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$210B
| $4.4B | 0.31% |
44,183,699
-208,123
| -0.5% | -$20.7M |
|
52
iShares Russell 2000 ETF
IWM
$67B
| $4.32B | 0.3% |
19,540,458
+1,419,890
| +8% | +$314M |
|
53
NextEra Energy, Inc.
NEE
$148B
| $4.31B | 0.3% |
60,087,030
-1,211,586
| -2% | -$86.9M |
|
54
Cisco
CSCO
$274B
| $4.27B | 0.3% |
72,134,466
+4,521,768
| +7% | +$268M |
|
55
PepsiCo
PEP
$204B
| $4.14B | 0.29% |
27,202,706
-693,349
| -2% | -$105M |
|
56
American Express
AXP
$231B
| $4.11B | 0.29% |
13,846,553
+346,345
| +3% | +$103M |
|
57
Abbott
ABT
$231B
| $4.09B | 0.29% |
36,116,770
+1,603,355
| +5% | +$181M |
|
58
Amgen
AMGN
$155B
| $3.79B | 0.27% |
14,559,622
-134,600
| -0.9% | -$35.1M |
|
59
Oracle
ORCL
$635B
| $3.76B | 0.26% |
22,562,653
+140,050
| +0.6% | +$23.3M |
|
60
Vanguard Total Stock Market ETF
VTI
$526B
| $3.72B | 0.26% |
12,829,980
+209,242
| +2% | +$60.6M |
|
61
Advanced Micro Devices
AMD
$264B
| $3.71B | 0.26% |
30,755,582
+359,458
| +1% | +$43.4M |
|
62
Adobe
ADBE
$151B
| $3.7B | 0.26% |
8,315,617
+84,190
| +1% | +$37.4M |
|
63
Eaton
ETN
$136B
| $3.63B | 0.25% |
10,926,176
+1,174,870
| +12% | +$390M |
|
64
TSMC
TSM
$1.2T
| $3.63B | 0.25% |
18,358,115
+533,334
| +3% | +$105M |
|
65
Mercado Libre
MELI
$125B
| $3.62B | 0.25% |
2,127,304
+271,510
| +15% | +$462M |
|
66
DoorDash
DASH
$105B
| $3.51B | 0.25% |
20,944,197
-1,922,076
| -8% | -$322M |
|
67
RTX Corp
RTX
$212B
| $3.42B | 0.24% |
29,565,351
-1,200,781
| -4% | -$139M |
|
68
iShares S&P 500 Growth ETF
IVW
$63.1B
| $3.31B | 0.23% |
32,630,945
-709,461
| -2% | -$72M |
|
69
Linde
LIN
$224B
| $3.31B | 0.23% |
7,899,191
-25,912
| -0.3% | -$10.8M |
|
70
Booking.com
BKNG
$181B
| $3.26B | 0.23% |
656,480
-54,480
| -8% | -$271M |
|
71
TJX Companies
TJX
$152B
| $3.22B | 0.23% |
26,674,751
+355,766
| +1% | +$43M |
|
72
Automatic Data Processing
ADP
$123B
| $3.19B | 0.22% |
10,913,790
-397,221
| -4% | -$116M |
|
73
iShares Core US Aggregate Bond ETF
AGG
$131B
| $3.16B | 0.22% |
32,612,398
+4,450,821
| +16% | +$431M |
|
|
74
Shopify
SHOP
$184B
| $3.15B | 0.22% |
29,584,753
-11,751,403
| -28% | -$1.25B |
|
75
S&P Global
SPGI
$167B
| $3.1B | 0.22% |
6,234,039
-41,627
| -0.7% | -$20.7M |
|