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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core US Aggregate Bond ETF
AGG
$131B
| $2.41B | 0.24% | 24,630,001 -1,383,183 | -5% | -$135M |
|
77
Automatic Data Processing
ADP
$123B
| $2.37B | 0.23% | 10,794,363 +30,314 | +0.3% | +$6.66M |
|
78
Snowflake
SNOW
$79.6B
| $2.35B | 0.23% | 13,335,356 -2,746,856 | -17% | -$483M |
|
79
Advanced Micro Devices
AMD
$264B
| $2.32B | 0.23% | 20,401,791 +5,201,708 | +34% | +$593M |
|
|
80
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.31B | 0.23% | 30,631,225 -6,696,518 | -18% | -$506M |
|
81
CVS Health
CVS
$92.8B
| $2.3B | 0.23% | 33,253,424 +1,982,929 | +6% | +$137M |
|
82
American Express
AXP
$231B
| $2.27B | 0.22% | 13,058,022 +412,213 | +3% | +$71.8M |
|
83
Blackrock
BLK
$175B
| $2.26B | 0.22% | 3,264,191 +194,199 | +6% | +$134M |
|
84
Blackstone
BX
$134B
| $2.25B | 0.22% | 24,241,813 +1,178,709 | +5% | +$110M |
|
85
Bristol-Myers Squibb
BMY
$96B
| $2.24B | 0.22% | 34,972,583 +1,615,948 | +5% | +$103M |
|
86
Texas Instruments
TXN
$184B
| $2.23B | 0.22% | 12,398,776 -430,401 | -3% | -$77.5M |
|
87
Comcast
CMCSA
$125B
| $2.2B | 0.22% | 52,962,446 -1,628,048 | -3% | -$67.6M |
|
88
Starbucks
SBUX
$100B
| $2.17B | 0.21% | 21,940,318 +201,071 | +0.9% | +$19.9M |
|
89
TSMC
TSM
$1.2T
| $2.16B | 0.21% | 21,403,298 -3,238,278 | -13% | -$327M |
|
90
Zoetis
ZTS
$69.3B
| $2.15B | 0.21% | 12,506,395 +969,797 | +8% | +$167M |
|
91
Prologis
PLD
$106B
| $2.14B | 0.21% | 17,435,988 +1,499,223 | +9% | +$184M |
|
92
Cloudflare
NET
$72.7B
| $2.1B | 0.21% | 32,119,491 -215,051 | -0.7% | -$14.1M |
|
93
S&P Global
SPGI
$167B
| $2.1B | 0.21% | 5,230,128 +153,741 | +3% | +$61.6M |
|
94
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $2.07B | 0.2% | 50,988,741 +1,697,493 | +3% | +$69.1M |
|
95
SPDR Gold Trust
GLD
$107B
| $2.07B | 0.2% | 11,628,270 +408,785 | +4% | +$72.9M |
|
96
DoorDash
DASH
$105B
| $2.07B | 0.2% | 27,116,577 -3,280,038 | -11% | -$251M |
|
97
TJX Companies
TJX
$152B
| $2.07B | 0.2% | 24,381,815 +668,510 | +3% | +$56.7M |
|
98
Deere & Co
DE
$129B
| $2.04B | 0.2% | 5,024,153 +184,822 | +4% | +$74.9M |
|
99
Aon
AON
$79.1B
| $2.02B | 0.2% | 5,843,402 +263,405 | +5% | +$90.9M |
|
100
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.99B | 0.2% | 24,553,751 -3,695,751 | -13% | -$300M |
|