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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Linde
LIN
$239B
| $3.65B | 0.22% |
7,358,093
+271,653
|
|
||
77
Union Pacific
UNP
$158B
| $3.61B | 0.22% |
14,884,882
+2,248,832
|
|
||
78
Lockheed Martin
LMT
$123B
| $3.42B | 0.21% |
5,664,857
-63,694
|
|
||
79
S&P Global
SPGI
$124B
| $3.36B | 0.2% |
7,908,180
-424,919
|
|
||
80
Blackrock
BLK
$167B
| $3.31B | 0.2% |
3,437,546
-70,674
|
|
||
81
Cloudflare
NET
$76.4B
| $3.28B | 0.2% |
15,883,321
-2,125,924
|
|
||
82
Walt Disney
DIS
$179B
| $3.26B | 0.2% |
33,798,796
-1,649,096
|
|
||
83
Gilead Sciences
GILD
$167B
| $3.25B | 0.2% |
23,299,295
-213,439
|
|
||
84
iShares Core US Aggregate Bond ETF
AGG
$135B
| $3.23B | 0.19% |
32,522,000
+38,585
|
|
||
85
Citigroup
C
$213B
| $3.16B | 0.19% |
27,842,086
+880,565
|
|
||
86
iShares S&P 500 Value ETF
IVE
$50.4B
| $3.15B | 0.19% |
14,923,957
-354,899
|
|
||
87
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
| $3.09B | 0.19% |
61,139,019
-329,749
|
|
||
88
Abbott
ABT
$152B
| $3.09B | 0.19% |
30,101,596
-6,625,937
|
|
||
89
AT&T
T
$176B
| $3.05B | 0.18% |
105,195,019
-1,749,378
|
|
||
90
T-Mobile US
TMUS
$207B
| $3.02B | 0.18% |
14,387,032
+1,804,350
|
|
||
91
Shopify
SHOP
$134B
| $2.93B | 0.18% |
24,704,666
-1,748,477
|
|
||
92
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $2.92B | 0.18% |
54,017,258
+104,815
|
|
||
93
iShares MSCI EAFE ETF
EFA
$76.7B
| $2.91B | 0.18% |
29,921,159
-1,696,440
|
|
||
94
Vanguard Dividend Appreciation ETF
VIG
$108B
| $2.8B | 0.17% |
13,018,448
+244,419
|
|
||
95
Intuitive Surgical
ISRG
$155B
| $2.79B | 0.17% |
6,058,840
+317,805
|
|
||
96
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.7B
| $2.79B | 0.17% |
30,458,772
+6,642,801
|
|
||
97
CME Group
CME
$105B
| $2.78B | 0.17% |
9,406,843
+1,043,692
|
|
||
98
Mercado Libre
MELI
$84.4B
| $2.74B | 0.17% |
1,585,256
-144,243
|
|
||
99
JPMorgan Equity Premium Income ETF
JEPI
$45B
| $2.69B | 0.16% |
47,488,354
+254,045
|
|
||
100
Analog Devices
ADI
$193B
| $2.63B | 0.16% |
8,259,494
-2,191,130
|
|