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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$251B
| $3.76B | 0.22% |
23,419,685
-1,033,224
|
|
||
77
Blackrock
BLK
$156B
| $3.75B | 0.22% |
3,508,220
+1,795
|
|
||
78
Applovin
APP
$128B
| $3.75B | 0.22% |
5,561,646
+538,806
|
|
||
79
PepsiCo
PEP
$215B
| $3.58B | 0.21% |
24,956,082
+22,201
|
|
||
80
Cloudflare
NET
$67.9B
| $3.55B | 0.21% |
18,009,245
-1,001,947
|
|
||
81
Mercado Libre
MELI
$90.9B
| $3.48B | 0.21% |
1,729,499
-257,614
|
|
||
82
ServiceNow
NOW
$93.1B
| $3.48B | 0.21% |
22,733,483
-3,360,537
|
|
||
83
Lam Research
LRCX
$323B
| $3.4B | 0.2% |
19,886,007
+24,492
|
|
||
84
Intuit
INTU
$100B
| $3.38B | 0.2% |
5,100,857
+60,910
|
|
||
85
Intuitive Surgical
ISRG
$162B
| $3.25B | 0.19% |
5,741,035
-561,334
|
|
||
86
iShares Core US Aggregate Bond ETF
AGG
$137B
| $3.24B | 0.19% |
32,483,415
+1,245,217
|
|
||
87
iShares S&P 500 Value ETF
IVE
$47.9B
| $3.24B | 0.19% |
15,278,856
+1,068,945
|
|
||
88
Qualcomm
QCOM
$136B
| $3.18B | 0.19% |
18,615,425
-107,410
|
|
||
89
Booking.com
BKNG
$140B
| $3.18B | 0.19% |
594,231
-92,525
|
|
||
90
Citigroup
C
$214B
| $3.15B | 0.19% |
26,961,521
-395,732
|
|
||
91
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
| $3.11B | 0.19% |
61,468,768
+1,449,509
|
|
||
92
iShares MSCI EAFE ETF
EFA
$75.2B
| $3.04B | 0.18% |
31,617,599
+4,244,605
|
|
||
93
Linde
LIN
$233B
| $3.02B | 0.18% |
7,086,440
-436,297
|
|
||
94
Applied Materials
AMAT
$316B
| $2.95B | 0.18% |
11,470,835
+373,012
|
|
||
95
Union Pacific
UNP
$149B
| $2.92B | 0.17% |
12,636,050
+602,647
|
|
||
96
CrowdStrike
CRWD
$100B
| $2.91B | 0.17% |
6,216,679
-247,199
|
|
||
97
Vanguard FTSE Emerging Markets ETF
VWO
$115B
| $2.9B | 0.17% |
53,912,443
+2,927,985
|
|
||
98
Gilead Sciences
GILD
$176B
| $2.89B | 0.17% |
23,512,734
-222,042
|
|
||
99
Constellation Energy
CEG
$102B
| $2.85B | 0.17% |
8,054,637
+35,745
|
|
||
100
Analog Devices
ADI
$172B
| $2.83B | 0.17% |
10,450,624
+194,535
|
|