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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
TSMC
TSM
$1.2T
| $2.84B | 0.22% |
16,329,111
+1,413,632
| +9% | +$246M |
|
77
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $2.83B | 0.22% |
56,049,415
+1,751,032
| +3% | +$88.4M |
|
78
Automatic Data Processing
ADP
$123B
| $2.75B | 0.21% |
11,521,636
-4,788
| -0% | -$1.14M |
|
79
DoorDash
DASH
$105B
| $2.66B | 0.21% |
24,450,999
-1,844,160
| -7% | -$201M |
|
80
Becton Dickinson
BDX
$55.3B
| $2.65B | 0.2% |
11,330,104
+617,180
| +6% | +$144M |
|
81
Intuit
INTU
$186B
| $2.61B | 0.2% |
3,972,360
-15,143
| -0.4% | -$9.95M |
|
82
Philip Morris
PM
$260B
| $2.59B | 0.2% |
25,587,188
-3,781,080
| -13% | -$383M |
|
83
Spotify
SPOT
$140B
| $2.58B | 0.2% |
8,235,875
+702,713
| +9% | +$221M |
|
84
Texas Instruments
TXN
$184B
| $2.57B | 0.2% |
13,208,391
+281,392
| +2% | +$54.7M |
|
85
Intuitive Surgical
ISRG
$170B
| $2.54B | 0.2% |
5,704,119
+425,881
| +8% | +$189M |
|
86
Lockheed Martin
LMT
$106B
| $2.48B | 0.19% |
5,302,480
+284,955
| +6% | +$133M |
|
87
iShares Core US Aggregate Bond ETF
AGG
$131B
| $2.47B | 0.19% |
25,452,987
-1,663,181
| -6% | -$161M |
|
88
Applied Materials
AMAT
$128B
| $2.45B | 0.19% |
10,374,260
+228,509
| +2% | +$53.9M |
|
89
Wells Fargo
WFC
$263B
| $2.43B | 0.19% |
40,982,975
+1,464,330
| +4% | +$87M |
|
90
Caterpillar
CAT
$196B
| $2.42B | 0.19% |
7,279,443
+79,759
| +1% | +$26.6M |
|
91
CrowdStrike
CRWD
$106B
| $2.41B | 0.19% |
6,293,906
+508,108
| +9% | +$195M |
|
92
Aon
AON
$79.1B
| $2.41B | 0.19% |
8,205,275
+990,904
| +14% | +$291M |
|
93
IBM
IBM
$227B
| $2.39B | 0.18% |
13,807,230
-361,576
| -3% | -$62.5M |
|
94
Micron Technology
MU
$133B
| $2.38B | 0.18% |
18,083,566
+2,416,670
| +15% | +$318M |
|
95
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.37B | 0.18% |
29,050,094
-1,651,630
| -5% | -$135M |
|
96
S&P Global
SPGI
$167B
| $2.36B | 0.18% |
5,296,359
+55,846
| +1% | +$24.9M |
|
97
T-Mobile US
TMUS
$284B
| $2.33B | 0.18% |
13,251,487
-2,111,546
| -14% | -$372M |
|
98
Zoetis
ZTS
$69.3B
| $2.32B | 0.18% |
13,375,013
+491,542
| +4% | +$85.2M |
|
99
SPDR Gold Trust
GLD
$107B
| $2.29B | 0.18% |
10,661,569
-185,715
| -2% | -$39.9M |
|
100
Union Pacific
UNP
$133B
| $2.29B | 0.18% |
10,100,920
+319,756
| +3% | +$72.3M |
|