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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $3.13B | 0.23% |
59,358,321
+862,505
| +1% | +$45.5M |
|
77
Automatic Data Processing
ADP
$123B
| $3.13B | 0.23% |
11,311,011
-210,625
| -2% | -$58.3M |
|
78
IBM
IBM
$227B
| $3.13B | 0.23% |
14,147,286
+340,056
| +2% | +$75.2M |
|
79
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $3.11B | 0.23% |
37,388,716
+8,338,622
| +29% | +$693M |
|
80
TSMC
TSM
$1.2T
| $3.1B | 0.22% |
17,824,781
+1,495,670
| +9% | +$260M |
|
81
TJX Companies
TJX
$152B
| $3.09B | 0.22% |
26,318,985
-40,996
| -0.2% | -$4.82M |
|
|
82
Intercontinental Exchange
ICE
$101B
| $3.07B | 0.22% |
19,117,040
-6,184,877
| -24% | -$994M |
|
83
Booking.com
BKNG
$181B
| $2.99B | 0.22% |
710,960
+250,374
| +54% | +$1.05B |
|
84
Caterpillar
CAT
$196B
| $2.97B | 0.22% |
7,605,522
+326,079
| +4% | +$128M |
|
85
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $2.87B | 0.21% |
56,487,179
+437,764
| +0.8% | +$22.2M |
|
86
iShares Core US Aggregate Bond ETF
AGG
$131B
| $2.85B | 0.21% |
28,161,577
+2,708,590
| +11% | +$274M |
|
87
Aon
AON
$79.1B
| $2.81B | 0.2% |
8,122,037
-83,238
| -1% | -$28.8M |
|
88
Lowe's Companies
LOW
$145B
| $2.77B | 0.2% |
10,238,954
-39,535
| -0.4% | -$10.7M |
|
89
T-Mobile US
TMUS
$284B
| $2.76B | 0.2% |
13,375,617
+124,130
| +0.9% | +$25.6M |
|
90
Intuitive Surgical
ISRG
$170B
| $2.74B | 0.2% |
5,581,412
-122,707
| -2% | -$60.3M |
|
91
Becton Dickinson
BDX
$55.3B
| $2.65B | 0.19% |
10,980,225
-349,879
| -3% | -$84.4M |
|
92
Northrop Grumman
NOC
$84.5B
| $2.62B | 0.19% |
4,964,379
-123,541
| -2% | -$65.2M |
|
93
Philip Morris
PM
$260B
| $2.6B | 0.19% |
21,395,088
-4,192,100
| -16% | -$509M |
|
94
Texas Instruments
TXN
$184B
| $2.55B | 0.18% |
12,325,240
-883,151
| -7% | -$182M |
|
95
Intuit
INTU
$186B
| $2.55B | 0.18% |
4,099,854
+127,494
| +3% | +$79.2M |
|
96
Starbucks
SBUX
$100B
| $2.53B | 0.18% |
25,998,054
-602,169
| -2% | -$58.7M |
|
97
Prologis
PLD
$106B
| $2.53B | 0.18% |
20,056,882
+41,116
| +0.2% | +$5.19M |
|
98
Spotify
SPOT
$140B
| $2.48B | 0.18% |
6,722,887
-1,512,988
| -18% | -$558M |
|
99
iShares S&P 500 Value ETF
IVE
$41.2B
| $2.47B | 0.18% |
12,525,927
+126,161
| +1% | +$24.9M |
|
100
Sherwin-Williams
SHW
$91.2B
| $2.46B | 0.18% |
6,443,285
-984,418
| -13% | -$376M |
|