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 |
Amazon
AMZN
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Blackstone
BX
$132B
| $1.95B | 0.25% |
21,344,193
+1,420,007
| +7% | +$130M |
|
77
Baxter International
BAX
$12.4B
| $1.94B | 0.25% |
30,266,194
+1,564,913
| +5% | +$101M |
|
78
Mercado Libre
MELI
$121B
| $1.92B | 0.25% |
3,013,242
+15,685
| +0.5% | +$9.99M |
|
79
Crown Castle
CCI
$42.7B
| $1.89B | 0.25% |
11,249,847
+1,817,439
| +19% | +$306M |
|
80
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $1.86B | 0.24% |
37,047,979
+8,164,374
| +28% | +$409M |
|
81
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $1.79B | 0.23% |
19,374,395
-1,364,095
| -7% | -$126M |
|
82
Datadog
DDOG
$47B
| $1.79B | 0.23% |
18,765,084
+1,981,764
| +12% | +$189M |
|
83
Coupang
CPNG
$51.8B
| $1.78B | 0.23% |
139,908,685
+2,951,138
| +2% | +$37.6M |
|
84
IBM
IBM
$225B
| $1.77B | 0.23% |
12,518,920
+3,690,767
| +42% | +$521M |
|
85
American Express
AXP
$230B
| $1.76B | 0.23% |
12,720,345
+2,272,438
| +22% | +$315M |
|
86
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.75B | 0.23% |
21,191,670
+6,793,257
| +47% | +$562M |
|
87
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $1.75B | 0.23% |
17,657,004
-3,193,229
| -15% | -$316M |
|
88
Union Pacific
UNP
$132B
| $1.75B | 0.23% |
8,183,697
+2,641,202
| +48% | +$563M |
|
89
AT&T
T
$208B
| $1.74B | 0.23% |
82,785,286
+32,234,792
| +64% | +$676M |
|
90
Blackrock
BLK
$173B
| $1.73B | 0.22% |
2,841,371
+567,771
| +25% | +$346M |
|
91
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.71B | 0.22% |
16,773,112
+1,329,418
| +9% | +$135M |
|
92
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.7B | 0.22% |
28,229,273
-795,708
| -3% | -$48M |
|
93
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $1.69B | 0.22% |
12,587,319
+902,097
| +8% | +$121M |
|
|
XYZ
94
Block, Inc.
XYZ
$46.5B
| $1.69B | 0.22% |
27,426,196
-340,130
| -1% | -$20.9M |
|
95
Lowe's Companies
LOW
$145B
| $1.66B | 0.22% |
9,494,392
+3,267,416
| +52% | +$571M |
|
96
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.63B | 0.21% |
39,076,279
+1,171,676
| +3% | +$48.8M |
|
97
Intel
INTC
$106B
| $1.62B | 0.21% |
43,370,967
+15,053,184
| +53% | +$563M |
|
98
Trade Desk
TTD
$26.5B
| $1.6B | 0.21% |
38,280,189
-237,772
| -0.6% | -$9.96M |
|
99
iShares S&P 500 Value ETF
IVE
$40.9B
| $1.6B | 0.21% |
11,663,504
-79,563
| -0.7% | -$10.9M |
|
100
American Tower
AMT
$93.9B
| $1.59B | 0.21% |
6,223,022
+2,292,411
| +58% | +$586M |
|