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 |
Apple
AAPL
|
$10.7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.12B |
| 3 |
Intuitive Surgical
ISRG
|
$922M |
| 4 |
Tesla
TSLA
|
$902M |
| 5 |
Amazon
AMZN
|
$815M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Shopify
SHOP
|
$427M |
| 4 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
| 5 |
Chewy
CHWY
|
$406M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$206B
| $1.64B | 0.32% |
11,805,248
+720,076
| +6% | +$99.8M |
|
77
Merck
MRK
$214B
| $1.6B | 0.31% |
19,347,857
+653,675
| +3% | +$54.2M |
|
78
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.56B | 0.3% |
18,603,563
+429,040
| +2% | +$36M |
|
79
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.53B | 0.3% |
37,462,168
-612,873
| -2% | -$25.1M |
|
80
Bank of America
BAC
$373B
| $1.52B | 0.29% |
63,152,966
+11,775,520
| +23% | +$284M |
|
81
Netflix
NFLX
$516B
| $1.5B | 0.29% |
3,008,483
+140,674
| +5% | +$70.3M |
|
82
Intel
INTC
$106B
| $1.49B | 0.29% |
28,764,845
+1,404,805
| +5% | +$72.7M |
|
83
Zoetis
ZTS
$69.3B
| $1.47B | 0.28% |
8,868,068
-2,088,753
| -19% | -$345M |
|
84
Cisco
CSCO
$268B
| $1.45B | 0.28% |
36,724,880
+1,089,231
| +3% | +$42.9M |
|
85
CVS Health
CVS
$94B
| $1.44B | 0.28% |
24,687,270
+1,627,516
| +7% | +$95M |
|
86
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.4B | 0.27% |
31,855,127
-7,317,736
| -19% | -$323M |
|
87
Wayfair
W
$9.67B
| $1.37B | 0.26% |
4,698,212
+100,913
| +2% | +$29.4M |
|
88
Workday
WDAY
$61.6B
| $1.3B | 0.25% |
6,032,799
+460,592
| +8% | +$99.1M |
|
89
Chevron
CVX
$326B
| $1.29B | 0.25% |
17,964,666
+328,678
| +2% | +$23.7M |
|
90
SPDR S&P Biotech ETF
XBI
$5.25B
| $1.28B | 0.25% |
11,485,411
+3,942,285
| +52% | +$439M |
|
91
Bristol-Myers Squibb
BMY
$96B
| $1.28B | 0.25% |
21,162,568
+1,729,408
| +9% | +$104M |
|
92
Blackrock
BLK
$175B
| $1.27B | 0.25% |
2,255,694
-46,688
| -2% | -$26.3M |
|
93
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $1.26B | 0.24% |
9,375,800
+1,728,321
| +23% | +$233M |
|
94
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.25B | 0.24% |
28,856,809
-2,321,236
| -7% | -$100M |
|
95
Vanguard Dividend Appreciation ETF
VIG
$95B
| $1.23B | 0.24% |
9,596,203
+239,785
| +3% | +$30.9M |
|
96
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.23B | 0.24% |
14,882,409
+1,388,225
| +10% | +$115M |
|
97
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.22B | 0.24% |
19,147,202
+310,915
| +2% | +$19.8M |
|
98
10x Genomics
TXG
$1.74B
| $1.21B | 0.23% |
9,706,543
+1,485,146
| +18% | +$185M |
|
99
RTX Corp
RTX
$212B
| $1.21B | 0.23% |
20,959,745
+1,819,900
| +10% | +$105M |
|
100
AbbVie
ABBV
$374B
| $1.2B | 0.23% |
13,731,455
+1,296,673
| +10% | +$114M |
|