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
|
$1.67B |
| 2 |
Aon
AON
|
$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$724M |
Top Sells
| 1 |
Apple
AAPL
|
$1.33B |
| 2 |
Datadog
DDOG
|
$740M |
| 3 |
TSMC
TSM
|
$732M |
| 4 |
Tesla
TSLA
|
$687M |
| 5 |
Baxter International
BAX
|
$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$100B
| $2.26B | 0.24% | 21,739,247 -4,979,121 | -19% | -$518M |
|
77
Eaton
ETN
$136B
| $2.23B | 0.24% | 13,012,437 +470,094 | +4% | +$80.5M |
|
78
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.23B | 0.24% | 49,316,551 +468,684 | +1% | +$21.2M |
|
79
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $2.22B | 0.24% | 15,350,904 +578,673 | +4% | +$83.7M |
|
80
Trade Desk
TTD
$26.7B
| $2.15B | 0.23% | 35,319,575 +395,706 | +1% | +$24.1M |
|
81
Lowe's Companies
LOW
$145B
| $2.09B | 0.22% | 10,472,370 -1,218,236 | -10% | -$244M |
|
82
Becton Dickinson
BDX
$55.3B
| $2.09B | 0.22% | 8,459,547 -94,693 | -1% | -$23.4M |
|
83
American Express
AXP
$231B
| $2.09B | 0.22% | 12,645,809 +141,907 | +1% | +$23.4M |
|
84
Comcast
CMCSA
$125B
| $2.07B | 0.22% | 54,590,494 +936,716 | +2% | +$35.5M |
|
85
SPDR Gold Trust
GLD
$107B
| $2.06B | 0.22% | 11,219,485 +273,501 | +2% | +$50.1M |
|
86
Blackrock
BLK
$175B
| $2.05B | 0.22% | 3,069,992 -104,629 | -3% | -$70M |
|
87
Palo Alto Networks
PANW
$127B
| $2.03B | 0.22% | 10,181,755 +260,561 | +3% | +$52M |
|
88
Blackstone
BX
$134B
| $2.03B | 0.22% | 23,063,104 +567,434 | +3% | +$49.8M |
|
89
Linde
LIN
$224B
| $2B | 0.21% | 5,639,605 +181,846 | +3% | +$64.6M |
|
90
AT&T
T
$209B
| $2B | 0.21% | 104,130,276 -5,509,152 | -5% | -$106M |
|
91
Deere & Co
DE
$129B
| $2B | 0.21% | 4,839,331 +263,148 | +6% | +$109M |
|
92
Cloudflare
NET
$72.7B
| $1.99B | 0.21% | 32,334,542 +982,428 | +3% | +$60.6M |
|
93
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.99B | 0.21% | 49,291,248 +3,339,631 | +7% | +$135M |
|
94
Prologis
PLD
$106B
| $1.99B | 0.21% | 15,936,765 +1,358,938 | +9% | +$170M |
|
95
Coupang
CPNG
$52.1B
| $1.97B | 0.21% | 123,374,792 -4,856,377 | -4% | -$77.7M |
|
96
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.95B | 0.21% | 20,145,228 -1,021,008 | -5% | -$98.7M |
|
97
DoorDash
DASH
$105B
| $1.93B | 0.21% | 30,396,615 +1,310,418 | +5% | +$83.3M |
|
98
Zoetis
ZTS
$69.3B
| $1.92B | 0.21% | 11,536,598 +663,894 | +6% | +$110M |
|
99
Oracle
ORCL
$635B
| $1.91B | 0.21% | 20,585,416 +82,872 | +0.4% | +$7.7M |
|
100
Netflix
NFLX
$513B
| $1.9B | 0.2% | 5,512,912 -950,749 | -15% | -$328M |
|