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
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Qualcomm
QCOM
$173B
| $2.39B | 0.29% | 13,045,774 +155,213 | +1% | +$28.4M |
|
77
Becton Dickinson
BDX
$55.3B
| $2.38B | 0.29% | 9,479,800 -348,075 | -4% | -$87.5M |
|
78
Vanguard Total Stock Market ETF
VTI
$526B
| $2.37B | 0.29% | 9,798,854 +273,379 | +3% | +$66M |
|
79
Zoom
ZM
$24.4B
| $2.31B | 0.29% | 12,564,326 -547,042 | -4% | -$101M |
|
80
Coupang
CPNG
$52.1B
| $2.28B | 0.28% | 77,487,138 +9,087,176 | +13% | +$267M |
|
81
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.27B | 0.28% | 19,846,427 -2,681,842 | -12% | -$307M |
|
82
Merck
MRK
$210B
| $2.26B | 0.28% | 29,424,943 +3,287,041 | +13% | +$252M |
|
83
Walmart
WMT
$774B
| $2.25B | 0.28% | 15,580,922 +1,190,882 | +8% | +$172M |
|
84
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.25B | 0.28% | 44,105,516 +2,304,433 | +6% | +$118M |
|
85
Royalty Pharma
RPRX
$15.6B
| $2.24B | 0.28% | 56,230,690 -1,074,621 | -2% | -$42.8M |
|
86
Netflix
NFLX
$513B
| $2.22B | 0.27% | 3,677,086 +37,871 | +1% | +$22.8M |
|
87
Amgen
AMGN
$155B
| $2.17B | 0.27% | 9,660,973 -245,872 | -2% | -$55.3M |
|
88
Intercontinental Exchange
ICE
$101B
| $2.17B | 0.27% | 15,883,891 +1,119,757 | +8% | +$153M |
|
89
Comcast
CMCSA
$125B
| $2.16B | 0.27% | 43,012,332 -254,803 | -0.6% | -$12.8M |
|
90
RTX Corp
RTX
$212B
| $2.14B | 0.26% | 24,829,772 +667,096 | +3% | +$57.4M |
|
91
Intuitive Surgical
ISRG
$170B
| $2.1B | 0.26% | 5,848,246 +2,577,747 | +79% | +$926M |
|
92
Blackrock
BLK
$175B
| $2.1B | 0.26% | 2,292,335 -42,600 | -2% | -$39M |
|
|
93
Mercado Libre
MELI
$125B
| $2.08B | 0.26% | 1,539,571 +966,039 | +168% | +$1.3B |
|
94
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $2.07B | 0.26% | 23,752,026 +238,083 | +1% | +$20.7M |
|
95
SPDR Gold Trust
GLD
$107B
| $2.06B | 0.25% | 12,075,270 +913,682 | +8% | +$156M |
|
96
Airbnb
ABNB
$79.9B
| $1.97B | 0.24% | 11,830,184 +3,174,291 | +37% | +$528M |
|
97
Intel
INTC
$107B
| $1.96B | 0.24% | 38,061,699 +8,847,379 | +30% | +$456M |
|
98
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.95B | 0.24% | 11,998,467 +1,179,966 | +11% | +$192M |
|
99
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.82B | 0.22% | 6,432,578 +152,943 | +2% | +$43.3M |
|
100
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.82B | 0.22% | 36,737,006 +2,524,183 | +7% | +$125M |
|