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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard FTSE Developed Markets ETF
VEA
$182B
| $3.77B | 0.23% |
62,840,401
-2,977,676
|
|
||
77
Merck
MRK
$259B
| $3.74B | 0.23% |
44,586,535
+385,841
|
|
||
78
Booking.com
BKNG
$158B
| $3.71B | 0.22% |
686,756
-61,498
|
|
||
79
Applovin
APP
$185B
| $3.61B | 0.22% |
5,022,840
-141,218
|
|
||
80
Linde
LIN
$191B
| $3.57B | 0.22% |
7,522,737
+245,700
|
|
||
81
Automatic Data Processing
ADP
$104B
| $3.54B | 0.21% |
12,055,983
+1,417,925
|
|
||
82
PepsiCo
PEP
$200B
| $3.5B | 0.21% |
24,933,881
+277,260
|
|
||
83
Caterpillar
CAT
$264B
| $3.45B | 0.21% |
7,237,293
-50,852
|
|
||
84
Intuit
INTU
$183B
| $3.44B | 0.21% |
5,039,947
+546,449
|
|
||
85
Verizon
VZ
$171B
| $3.4B | 0.21% |
77,310,226
+3,860,078
|
|
||
86
T-Mobile US
TMUS
$231B
| $3.31B | 0.2% |
13,812,043
+595,787
|
|
||
87
GE Vernova
GEV
$155B
| $3.3B | 0.2% |
5,369,008
+140,930
|
|
||
88
CrowdStrike
CRWD
$128B
| $3.17B | 0.19% |
6,463,878
-1,617,058
|
|
||
89
iShares Core US Aggregate Bond ETF
AGG
$136B
| $3.13B | 0.19% |
31,238,198
+762,957
|
|
||
90
Qualcomm
QCOM
$175B
| $3.11B | 0.19% |
18,722,835
-770,156
|
|
||
91
AT&T
T
$183B
| $3.1B | 0.19% |
109,840,721
-150,386
|
|
||
92
Vanguard Short-Term Bond ETF
BSV
$39.4B
| $3.05B | 0.18% |
38,600,027
+1,002,443
|
|
||
93
JPMorgan Ultra-Short Income ETF
JPST
$35.1B
| $3.04B | 0.18% |
60,019,259
-491,214
|
|
||
94
Technology Select Sector SPDR Fund
XLK
$91.2B
| $2.97B | 0.18% |
10,530,314
-1,453,604
|
|
||
95
Accenture
ACN
$155B
| $2.97B | 0.18% |
12,032,539
-1,940,988
|
|
||
96
iShares S&P 500 Value ETF
IVE
$46.5B
| $2.93B | 0.18% |
14,209,911
+74,264
|
|
||
97
Lowe's Companies
LOW
$133B
| $2.91B | 0.18% |
11,568,204
+311,196
|
|
||
98
Union Pacific
UNP
$136B
| $2.84B | 0.17% |
12,033,403
+2,213,726
|
|
||
99
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
| $2.82B | 0.17% |
19,819,977
+452,858
|
|
||
100
Intuitive Surgical
ISRG
$204B
| $2.82B | 0.17% |
6,302,369
+198,070
|
|