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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Snowflake
SNOW
$79.6B
| $5.22B | 0.23% | 26,246,534 +13,001,531 | +98% | +$2.59B |
|
77
American Express
AXP
$231B
| $5.09B | 0.22% | 27,167,338 +14,166,196 | +109% | +$2.65B |
|
78
Intuit
INTU
$186B
| $5.06B | 0.22% | 8,094,776 +4,246,375 | +110% | +$2.65B |
|
79
Cloudflare
NET
$72.7B
| $5.06B | 0.22% | 60,745,680 +29,094,171 | +92% | +$2.42B |
|
80
Automatic Data Processing
ADP
$123B
| $5.02B | 0.22% | 21,563,628 +10,761,417 | +100% | +$2.51B |
|
81
Intel
INTC
$107B
| $5B | 0.22% | 99,421,776 +52,047,500 | +110% | +$2.62B |
|
82
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $4.99B | 0.22% | 60,803,494 +36,512,088 | +150% | +$3B |
|
83
Union Pacific
UNP
$133B
| $4.88B | 0.21% | 19,859,750 +10,988,462 | +124% | +$2.7B |
|
84
Zoetis
ZTS
$69.3B
| $4.86B | 0.21% | 24,637,496 +12,368,042 | +101% | +$2.44B |
|
85
CVS Health
CVS
$92.8B
| $4.83B | 0.21% | 61,230,570 +30,115,866 | +97% | +$2.38B |
|
86
IBM
IBM
$227B
| $4.83B | 0.21% | 29,533,172 +13,275,383 | +82% | +$2.17B |
|
87
Lowe's Companies
LOW
$145B
| $4.8B | 0.21% | 21,587,972 +10,657,279 | +97% | +$2.37B |
|
88
Comcast
CMCSA
$125B
| $4.76B | 0.21% | 108,582,168 +56,914,069 | +110% | +$2.5B |
|
89
TJX Companies
TJX
$152B
| $4.74B | 0.21% | 50,555,074 +25,802,096 | +104% | +$2.42B |
|
90
Pfizer
PFE
$141B
| $4.73B | 0.21% | 164,213,072 +79,285,270 | +93% | +$2.28B |
|
91
Lockheed Martin
LMT
$106B
| $4.72B | 0.21% | 10,412,484 +5,354,248 | +106% | +$2.43B |
|
92
Boeing
BA
$177B
| $4.7B | 0.21% | 18,032,218 +9,669,951 | +116% | +$2.52B |
|
93
T-Mobile US
TMUS
$284B
| $4.66B | 0.21% | 29,060,842 +17,805,352 | +158% | +$2.85B |
|
94
Eaton
ETN
$136B
| $4.57B | 0.2% | 18,986,678 +9,846,020 | +108% | +$2.37B |
|
95
Goldman Sachs
GS
$226B
| $4.57B | 0.2% | 11,836,426 +6,143,095 | +108% | +$2.37B |
|
96
Texas Instruments
TXN
$184B
| $4.54B | 0.2% | 26,604,642 +12,450,284 | +88% | +$2.12B |
|
97
Prologis
PLD
$106B
| $4.51B | 0.2% | 33,815,062 +16,381,797 | +94% | +$2.18B |
|
98
iShares S&P 500 Growth ETF
IVW
$63.1B
| $4.46B | 0.2% | 59,389,076 +30,010,562 | +102% | +$2.25B |
|
99
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $4.46B | 0.2% | 57,891,462 +28,086,875 | +94% | +$2.16B |
|
100
S&P Global
SPGI
$167B
| $4.41B | 0.19% | 10,000,314 +4,341,449 | +77% | +$1.91B |
|