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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$526B
| $1.94B | 0.28% | 9,368,065 -311,837 | -3% | -$64.5M |
|
77
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.91B | 0.28% | 38,988,680 +1,662,645 | +4% | +$81.7M |
|
78
PepsiCo
PEP
$204B
| $1.91B | 0.28% | 13,533,307 +605,381 | +5% | +$85.6M |
|
79
Becton Dickinson
BDX
$55.3B
| $1.91B | 0.28% | 7,851,776 +7,061 | +0.1% | +$1.72M |
|
80
Walmart
WMT
$774B
| $1.89B | 0.28% | 13,884,021 +495,284 | +4% | +$67.3M |
|
81
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.89B | 0.28% | 28,954,421 -745,628 | -3% | -$48.5M |
|
82
CVS Health
CVS
$92.8B
| $1.85B | 0.27% | 24,525,542 +590,266 | +2% | +$44.4M |
|
83
iShares MSCI EAFE ETF
EFA
$66B
| $1.82B | 0.27% | 24,027,872 +2,660,059 | +12% | +$202M |
|
84
SPDR S&P Biotech ETF
XBI
$5.07B
| $1.81B | 0.27% | 13,350,586 -2,074,069 | -13% | -$281M |
|
85
EPAM Systems
EPAM
$9.82B
| $1.8B | 0.26% | 4,546,834 -303,409 | -6% | -$120M |
|
86
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.79B | 0.26% | 34,484,760 +1,720,840 | +5% | +$89.6M |
|
87
McDonald's
MCD
$224B
| $1.79B | 0.26% | 8,003,983 -277,690 | -3% | -$62.2M |
|
88
SPDR Gold Trust
GLD
$107B
| $1.78B | 0.26% | 11,149,448 -3,763,477 | -25% | -$602M |
|
89
RTX Corp
RTX
$212B
| $1.76B | 0.26% | 22,811,203 +597,151 | +3% | +$46.1M |
|
90
Trip.com Group
TCOM
$48.2B
| $1.74B | 0.26% | 43,922,168 +7,597,777 | +21% | +$301M |
|
91
Blackrock
BLK
$175B
| $1.73B | 0.25% | 2,300,590 +59,432 | +3% | +$44.8M |
|
92
Merck
MRK
$210B
| $1.73B | 0.25% | 22,457,410 -111,956 | -0.5% | -$8.63M |
|
93
Carvana
CVNA
$51.4B
| $1.71B | 0.25% | 6,520,211 -180,152 | -3% | -$47.3M |
|
94
Citigroup
C
$178B
| $1.7B | 0.25% | 23,410,089 +4,162,277 | +22% | +$303M |
|
95
Pfizer
PFE
$141B
| $1.68B | 0.25% | 46,312,028 -7,298,083 | -14% | -$264M |
|
96
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.67B | 0.24% | 6,403,920 +153,301 | +2% | +$39.9M |
|
97
Intel
INTC
$107B
| $1.65B | 0.24% | 25,856,778 -2,376,120 | -8% | -$152M |
|
98
Bristol-Myers Squibb
BMY
$96B
| $1.63B | 0.24% | 25,810,714 +791,285 | +3% | +$50M |
|
|
FTCH
99
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $1.63B | 0.24% | 30,659,990 -9,265,216 | -23% | -$491M |
|
100
IBM
IBM
$227B
| $1.61B | 0.24% | 12,082,219 +2,228,318 | +23% | +$297M |
|