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 |
Alphabet (Google) Class A
GOOGL
|
$8.55B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.76B |
| 3 |
Tesla
TSLA
|
$3.67B |
| 4 |
Palo Alto Networks
PANW
|
$1.06B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$752M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$100B
| $1.93B | 0.26% |
21,361,885
+92,750
| +0.4% | +$8.38M |
|
77
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $1.83B | 0.25% |
21,025,743
+1,651,348
| +9% | +$144M |
|
78
Cloudflare
NET
$72.5B
| $1.83B | 0.25% |
33,143,190
-1,273,035
| -4% | -$70.4M |
|
79
Blackstone
BX
$132B
| $1.82B | 0.25% |
21,696,936
+352,743
| +2% | +$29.5M |
|
80
Lowe's Companies
LOW
$145B
| $1.81B | 0.25% |
9,640,517
+146,125
| +2% | +$27.4M |
|
81
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.78B | 0.24% |
48,955,705
+883,163
| +2% | +$32.1M |
|
82
SPDR Gold Trust
GLD
$110B
| $1.77B | 0.24% |
11,435,757
-1,299,098
| -10% | -$201M |
|
83
TSMC
TSM
$1.18T
| $1.75B | 0.24% |
25,467,668
-2,114,866
| -8% | -$145M |
|
84
Energy Select Sector SPDR Fund
XLE
$27.7B
| $1.72B | 0.23% |
23,930,403
+7,004,109
| +41% | +$504M |
|
85
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $1.69B | 0.23% |
13,298,082
+710,763
| +6% | +$90.5M |
|
86
American Express
AXP
$230B
| $1.68B | 0.23% |
12,468,142
-252,203
| -2% | -$34M |
|
87
Blackrock
BLK
$173B
| $1.68B | 0.23% |
3,045,286
+203,915
| +7% | +$112M |
|
88
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.63B | 0.22% |
28,141,414
-87,859
| -0.3% | -$5.08M |
|
89
Baxter International
BAX
$12.4B
| $1.61B | 0.22% |
29,966,965
-299,229
| -1% | -$16.1M |
|
90
Crown Castle
CCI
$42.7B
| $1.61B | 0.22% |
11,140,600
-109,247
| -1% | -$15.8M |
|
91
IBM
IBM
$225B
| $1.6B | 0.22% |
13,507,636
+988,716
| +8% | +$117M |
|
92
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $1.6B | 0.22% |
16,202,440
-1,454,564
| -8% | -$144M |
|
93
Union Pacific
UNP
$132B
| $1.58B | 0.22% |
8,099,969
-83,728
| -1% | -$16.3M |
|
94
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.55B | 0.21% |
42,384,932
+3,308,653
| +8% | +$121M |
|
95
Datadog
DDOG
$47B
| $1.55B | 0.21% |
17,408,725
-1,356,359
| -7% | -$120M |
|
96
Starbucks
SBUX
$102B
| $1.54B | 0.21% |
18,266,769
+1,326,057
| +8% | +$112M |
|
|
97
Palo Alto Networks
PANW
$127B
| $1.54B | 0.21% |
9,373,430
+6,479,902
| +224% | +$1.06B |
|
98
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.53B | 0.21% |
12,647,854
+352,665
| +3% | +$42.7M |
|
99
Northrop Grumman
NOC
$84.4B
| $1.52B | 0.21% |
3,238,285
+180,541
| +6% | +$84.9M |
|
100
Vanguard Dividend Appreciation ETF
VIG
$95B
| $1.5B | 0.2% |
11,110,729
+86,750
| +0.8% | +$11.7M |
|