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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$526B
| $2.12B | 0.28% | 9,525,475 +98,986 | +1% | +$22M |
|
77
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.11B | 0.28% | 41,801,083 +1,784,196 | +4% | +$90.1M |
|
78
Amgen
AMGN
$155B
| $2.11B | 0.28% | 9,906,845 -134,087 | -1% | -$28.5M |
|
79
McDonald's
MCD
$224B
| $2.1B | 0.28% | 8,719,844 +343,349 | +4% | +$82.8M |
|
80
Cisco
CSCO
$274B
| $2.09B | 0.28% | 38,445,679 -1,188,393 | -3% | -$64.7M |
|
81
RTX Corp
RTX
$212B
| $2.08B | 0.28% | 24,162,676 +301,445 | +1% | +$25.9M |
|
82
Royalty Pharma
RPRX
$15.6B
| $2.07B | 0.28% | 57,305,311 +6,511,270 | +13% | +$235M |
|
83
PepsiCo
PEP
$204B
| $2.06B | 0.28% | 13,726,857 +738,582 | +6% | +$111M |
|
84
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $2.06B | 0.28% | 23,513,943 -7,631,442 | -25% | -$668M |
|
85
AbbVie
ABBV
$372B
| $2.05B | 0.28% | 18,986,342 +41,655 | +0.2% | +$4.49M |
|
86
Pfizer
PFE
$141B
| $2.01B | 0.27% | 46,654,025 -1,240,055 | -3% | -$53.3M |
|
87
Walmart
WMT
$774B
| $2.01B | 0.27% | 14,390,040 +280,795 | +2% | +$39.1M |
|
88
Merck
MRK
$210B
| $1.96B | 0.26% | 26,137,902 -151,594 | -0.6% | -$11.4M |
|
89
Blackrock
BLK
$175B
| $1.96B | 0.26% | 2,334,935 +10,968 | +0.5% | +$9.2M |
|
90
CVS Health
CVS
$92.8B
| $1.94B | 0.26% | 22,849,435 +712,077 | +3% | +$60.4M |
|
|
91
Coupang
CPNG
$52.1B
| $1.9B | 0.26% | 68,399,962 +52,855,644 | +340% | +$1.47B |
|
92
SPDR Gold Trust
GLD
$107B
| $1.83B | 0.25% | 11,161,588 -1,601,796 | -13% | -$263M |
|
93
Unity
U
$16.7B
| $1.83B | 0.25% | 14,458,990 +5,156,313 | +55% | +$651M |
|
|
94
BILL Holdings
BILL
$4.72B
| $1.79B | 0.24% | 6,695,644 +6,316,969 | +1,668% | +$1.69B |
|
95
Trade Desk
TTD
$26.7B
| $1.78B | 0.24% | 25,373,248 +4,509,355 | +22% | +$317M |
|
96
DocuSign
DOCU
$15.5B
| $1.75B | 0.24% | 6,781,811 +120,044 | +2% | +$30.9M |
|
97
Citigroup
C
$178B
| $1.72B | 0.23% | 24,478,057 +315,655 | +1% | +$22.2M |
|
98
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.71B | 0.23% | 34,212,823 -588,517 | -2% | -$29.4M |
|
99
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.7B | 0.23% | 14,832,920 +298,066 | +2% | +$34.2M |
|
100
Medtronic
MDT
$119B
| $1.7B | 0.23% | 13,547,660 +547,223 | +4% | +$68.6M |
|