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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Growth ETF
IVW
$63.1B
| $2.22B | 0.3% | 29,024,981 -737,316 | -2% | -$56.3M |
|
77
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.19B | 0.3% | 45,582,490 +1,476,974 | +3% | +$70.9M |
|
78
Walmart
WMT
$774B
| $2.16B | 0.29% | 14,512,763 -1,068,159 | -7% | -$159M |
|
79
Merck
MRK
$210B
| $2.09B | 0.28% | 25,492,161 -3,932,782 | -13% | -$323M |
|
80
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2.09B | 0.28% | 20,850,233 -3,785,232 | -15% | -$379M |
|
81
Royalty Pharma
RPRX
$15.6B
| $2.09B | 0.28% | 53,541,788 -2,688,902 | -5% | -$105M |
|
82
Becton Dickinson
BDX
$55.3B
| $2.08B | 0.28% | 7,808,836 -1,670,964 | -18% | -$444M |
|
83
Bristol-Myers Squibb
BMY
$96B
| $2.01B | 0.27% | 27,565,949 +2,850,019 | +12% | +$208M |
|
84
Veeva Systems
VEEV
$44B
| $1.99B | 0.27% | 9,348,903 -1,482,568 | -14% | -$315M |
|
85
Unity
U
$16.7B
| $1.98B | 0.27% | 20,000,048 -1,369,757 | -6% | -$136M |
|
86
Comcast
CMCSA
$125B
| $1.96B | 0.26% | 41,920,546 -1,091,786 | -3% | -$51.1M |
|
87
American Express
AXP
$231B
| $1.95B | 0.26% | 10,447,907 -141,994 | -1% | -$26.6M |
|
88
Cisco
CSCO
$274B
| $1.93B | 0.26% | 34,597,660 -5,668,903 | -14% | -$316M |
|
89
Palo Alto Networks
PANW
$127B
| $1.91B | 0.26% | 3,068,535 +150,540 | +5% | +$93.7M |
|
90
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.84B | 0.25% | 11,685,222 -313,245 | -3% | -$49.4M |
|
91
Roblox
RBLX
$86.4B
| $1.84B | 0.25% | 39,819,662 -736,985 | -2% | -$34.1M |
|
92
ASML
ASML
$292B
| $1.84B | 0.25% | 2,755,531 +1,211,831 | +79% | +$809M |
|
93
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.83B | 0.25% | 11,743,067 +169,987 | +1% | +$26.5M |
|
94
Lockheed Martin
LMT
$106B
| $1.78B | 0.24% | 4,043,886 -3,821 | -0.1% | -$1.69M |
|
95
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.75B | 0.24% | 37,904,603 +1,167,597 | +3% | +$53.9M |
|
96
Crown Castle
CCI
$43.2B
| $1.74B | 0.23% | 9,432,408 +1,109,409 | +13% | +$205M |
|
97
Blackrock
BLK
$175B
| $1.74B | 0.23% | 2,273,600 -18,735 | -0.8% | -$14.3M |
|
98
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.72B | 0.23% | 6,400,090 -32,488 | -0.5% | -$8.72M |
|
99
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.71B | 0.23% | 10,572,956 +268,704 | +3% | +$43.6M |
|
100
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.7B | 0.23% | 44,325,010 +985,424 | +2% | +$37.8M |
|