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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Trade Desk
TTD
|
$1.48B |
| 4 |
Roblox
RBLX
|
$1.23B |
| 5 |
Wayfair
W
|
$1.05B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR Gold Trust
GLD
$107B
| $2.11B | 0.28% | 12,763,384 +1,613,936 | +14% | +$267M |
|
77
Cisco
CSCO
$274B
| $2.1B | 0.28% | 39,634,072 -3,181,278 | -7% | -$169M |
|
78
Vanguard Total Stock Market ETF
VTI
$526B
| $2.1B | 0.28% | 9,426,489 +58,424 | +0.6% | +$13M |
|
79
Royalty Pharma
RPRX
$15.6B
| $2.08B | 0.27% | 50,794,041 +2,675,799 | +6% | +$110M |
|
80
Baxter International
BAX
$12.7B
| $2.07B | 0.27% | 25,773,055 +771,889 | +3% | +$62.1M |
|
81
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.06B | 0.27% | 40,016,887 +1,028,207 | +3% | +$53M |
|
82
Netflix
NFLX
$513B
| $2.06B | 0.27% | 3,898,027 -126,307 | -3% | -$66.7M |
|
83
Merck
MRK
$210B
| $2.04B | 0.27% | 26,289,496 +3,832,086 | +17% | +$298M |
|
84
RTX Corp
RTX
$212B
| $2.04B | 0.27% | 23,861,231 +1,050,028 | +5% | +$89.6M |
|
85
Blackrock
BLK
$175B
| $2.03B | 0.27% | 2,323,967 +23,377 | +1% | +$20.5M |
|
86
NextEra Energy, Inc.
NEE
$148B
| $2.02B | 0.27% | 27,540,279 +591,499 | +2% | +$43.3M |
|
87
Walmart
WMT
$774B
| $1.99B | 0.26% | 14,109,245 +225,224 | +2% | +$31.8M |
|
88
Blackstone
BX
$134B
| $1.99B | 0.26% | 20,477,273 +1,691,281 | +9% | +$164M |
|
89
Carvana
CVNA
$51.4B
| $1.98B | 0.26% | 6,570,893 +50,682 | +0.8% | +$15.3M |
|
90
McDonald's
MCD
$224B
| $1.93B | 0.26% | 8,376,495 +372,512 | +5% | +$86M |
|
91
PepsiCo
PEP
$204B
| $1.92B | 0.25% | 12,988,275 -545,032 | -4% | -$80.8M |
|
92
AT&T
T
$209B
| $1.91B | 0.25% | 66,275,656 -288,432 | -0.4% | -$8.3M |
|
93
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.89B | 0.25% | 34,801,340 +316,580 | +0.9% | +$17.2M |
|
94
Pfizer
PFE
$141B
| $1.88B | 0.25% | 47,894,080 +1,582,052 | +3% | +$62M |
|
95
DocuSign
DOCU
$15.5B
| $1.86B | 0.25% | 6,661,767 +1,941,923 | +41% | +$543M |
|
96
Crown Castle
CCI
$43.2B
| $1.86B | 0.25% | 9,536,422 +856,986 | +10% | +$167M |
|
97
Qualcomm
QCOM
$173B
| $1.85B | 0.24% | 12,960,679 +2,630,436 | +25% | +$376M |
|
98
CVS Health
CVS
$92.8B
| $1.85B | 0.24% | 22,137,358 -2,388,184 | -10% | -$199M |
|
|
COUP
99
DELISTED
Coupa Software Incorporated
COUP
| $1.77B | 0.23% | 6,742,584 +468,947 | +7% | +$123M |
|
100
IBM
IBM
$227B
| $1.76B | 0.23% | 12,036,449 -45,770 | -0.4% | -$6.71M |
|