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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $2.26B | 0.26% |
16,636,497
+3,988,643
| +32% | +$542M |
|
77
Blackrock
BLK
$173B
| $2.25B | 0.26% |
3,174,621
+129,335
| +4% | +$91.7M |
|
78
Snowflake
SNOW
$77.9B
| $2.2B | 0.25% |
15,354,564
-652,879
| -4% | -$93.7M |
|
79
Becton Dickinson
BDX
$53.9B
| $2.18B | 0.25% |
8,554,240
-135,475
| -2% | -$34.5M |
|
80
iShares Core US Aggregate Bond ETF
AGG
$130B
| $2.13B | 0.24% |
21,954,831
+1,605,545
| +8% | +$156M |
|
81
TJX Companies
TJX
$155B
| $2.12B | 0.24% |
26,619,778
+12,468,119
| +88% | +$992M |
|
82
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $2.09B | 0.24% |
14,772,231
+1,474,149
| +11% | +$208M |
|
83
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $2.05B | 0.23% |
48,847,867
-107,838
| -0.2% | -$4.53M |
|
84
Goldman Sachs
GS
$221B
| $2.04B | 0.23% |
5,936,351
+1,696,350
| +40% | +$582M |
|
85
AT&T
T
$208B
| $2.02B | 0.23% |
109,639,428
+29,769,976
| +37% | +$548M |
|
86
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $2B | 0.23% |
21,166,236
+140,493
| +0.7% | +$13.3M |
|
87
Eaton
ETN
$134B
| $1.97B | 0.22% |
12,542,343
+2,602,246
| +26% | +$408M |
|
88
ConocoPhillips
COP
$124B
| $1.96B | 0.22% |
16,647,723
+3,497,750
| +27% | +$413M |
|
89
Deere & Co
DE
$129B
| $1.96B | 0.22% |
4,576,183
+554,133
| +14% | +$238M |
|
90
Royalty Pharma
RPRX
$15.6B
| $1.95B | 0.22% |
49,246,032
-940,129
| -2% | -$37.2M |
|
91
Netflix
NFLX
$516B
| $1.91B | 0.22% |
6,463,661
+644,162
| +11% | +$190M |
|
92
Coupang
CPNG
$51.8B
| $1.89B | 0.21% |
128,231,169
-5,802,190
| -4% | -$85.4M |
|
93
Comcast
CMCSA
$126B
| $1.88B | 0.21% |
53,653,778
+7,084,451
| +15% | +$248M |
|
94
Union Pacific
UNP
$132B
| $1.86B | 0.21% |
8,983,932
+883,963
| +11% | +$183M |
|
95
SPDR Gold Trust
GLD
$110B
| $1.86B | 0.21% |
10,945,984
-489,773
| -4% | -$83.1M |
|
96
Charles Schwab
SCHW
$174B
| $1.85B | 0.21% |
22,255,649
+8,563,389
| +63% | +$713M |
|
97
American Express
AXP
$230B
| $1.85B | 0.21% |
12,503,902
+35,760
| +0.3% | +$5.28M |
|
98
Northrop Grumman
NOC
$84.4B
| $1.83B | 0.21% |
3,353,108
+114,823
| +4% | +$62.6M |
|
99
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.79B | 0.2% |
45,951,617
+3,566,685
| +8% | +$139M |
|
100
Linde
LIN
$222B
| $1.78B | 0.2% |
5,457,759
+1,956,394
| +56% | +$638M |
|