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 |
Walmart
WMT
|
$1.73B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25B |
| 3 |
Altria Group
MO
|
$451M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$375M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$227B
| $2.71B | 0.22% |
14,168,806
-15,364,366
| -52% | -$2.93B |
|
77
Cloudflare
NET
$72.7B
| $2.7B | 0.22% |
27,849,275
-32,896,405
| -54% | -$3.19B |
|
78
Philip Morris
PM
$260B
| $2.69B | 0.22% |
29,368,268
-60,165,288
| -67% | -$5.51B |
|
79
Lowe's Companies
LOW
$145B
| $2.67B | 0.21% |
10,462,248
-11,125,724
| -52% | -$2.83B |
|
80
iShares Core US Aggregate Bond ETF
AGG
$130B
| $2.66B | 0.21% |
27,116,168
-28,669,362
| -51% | -$2.81B |
|
81
Becton Dickinson
BDX
$55.3B
| $2.65B | 0.21% |
10,712,924
-10,710,182
| -50% | -$2.65B |
|
82
iShares S&P 500 Growth ETF
IVW
$62.5B
| $2.65B | 0.21% |
31,370,520
-28,018,556
| -47% | -$2.37B |
|
83
Caterpillar
CAT
$196B
| $2.64B | 0.21% |
7,199,684
-7,199,544
| -50% | -$2.64B |
|
84
TJX Companies
TJX
$152B
| $2.62B | 0.21% |
25,803,773
-24,751,301
| -49% | -$2.51B |
|
85
Intuit
INTU
$186B
| $2.59B | 0.21% |
3,987,503
-4,107,273
| -51% | -$2.67B |
|
86
Starbucks
SBUX
$102B
| $2.58B | 0.21% |
28,261,152
-17,012,362
| -38% | -$1.55B |
|
87
Oracle
ORCL
$633B
| $2.52B | 0.2% |
20,068,247
-20,293,325
| -50% | -$2.55B |
|
88
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.51B | 0.2% |
30,701,724
-30,101,770
| -50% | -$2.46B |
|
89
T-Mobile US
TMUS
$284B
| $2.51B | 0.2% |
15,363,033
-13,697,809
| -47% | -$2.24B |
|
90
Prologis
PLD
$106B
| $2.47B | 0.2% |
18,965,016
-14,850,046
| -44% | -$1.93B |
|
91
Comcast
CMCSA
$125B
| $2.45B | 0.2% |
56,572,372
-52,009,796
| -48% | -$2.25B |
|
92
Northrop Grumman
NOC
$84.5B
| $2.42B | 0.19% |
5,064,367
-4,264,391
| -46% | -$2.04B |
|
93
Aon
AON
$79.1B
| $2.41B | 0.19% |
7,214,371
-5,165,837
| -42% | -$1.72B |
|
94
Union Pacific
UNP
$133B
| $2.41B | 0.19% |
9,781,164
-10,078,586
| -51% | -$2.48B |
|
95
Medtronic
MDT
$120B
| $2.35B | 0.19% |
27,002,929
-19,560,891
| -42% | -$1.7B |
|
96
Pfizer
PFE
$142B
| $2.35B | 0.19% |
84,792,839
-79,420,233
| -48% | -$2.2B |
|
97
CVS Health
CVS
$94B
| $2.32B | 0.19% |
29,039,992
-32,190,578
| -53% | -$2.57B |
|
98
Wells Fargo
WFC
$263B
| $2.29B | 0.18% |
39,518,645
-40,267,301
| -50% | -$2.33B |
|
99
ConocoPhillips
COP
$124B
| $2.28B | 0.18% |
17,943,557
-17,203,983
| -49% | -$2.19B |
|
100
Lockheed Martin
LMT
$106B
| $2.28B | 0.18% |
5,017,525
-5,394,959
| -52% | -$2.45B |
|