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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Spotify
SPOT
$140B
| $3.1B | 0.22% |
6,921,914
+199,027
| +3% | +$89M |
|
77
IBM
IBM
$227B
| $3.08B | 0.22% |
14,010,134
-137,152
| -1% | -$30.2M |
|
78
Wells Fargo
WFC
$263B
| $3.06B | 0.21% |
43,529,486
+1,816,491
| +4% | +$128M |
|
79
Intuitive Surgical
ISRG
$170B
| $3.04B | 0.21% |
5,817,301
+235,889
| +4% | +$123M |
|
80
Aon
AON
$79.1B
| $3.01B | 0.21% |
8,384,281
+262,244
| +3% | +$94.2M |
|
81
Qualcomm
QCOM
$173B
| $2.97B | 0.21% |
19,347,030
+457,704
| +2% | +$70.3M |
|
82
T-Mobile US
TMUS
$284B
| $2.97B | 0.21% |
13,460,741
+85,124
| +0.6% | +$18.8M |
|
83
Intuit
INTU
$186B
| $2.91B | 0.2% |
4,627,108
+527,254
| +13% | +$331M |
|
84
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.87B | 0.2% |
60,030,757
+672,436
| +1% | +$32.2M |
|
85
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.83B | 0.2% |
34,505,275
-2,883,441
| -8% | -$236M |
|
86
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $2.76B | 0.19% |
54,842,754
-1,644,425
| -3% | -$82.8M |
|
87
Financial Select Sector SPDR Fund
XLF
$54.1B
| $2.73B | 0.19% |
56,549,942
+19,081,723
| +51% | +$922M |
|
88
Caterpillar
CAT
$196B
| $2.73B | 0.19% |
7,517,464
-88,058
| -1% | -$31.9M |
|
89
Verizon
VZ
$186B
| $2.7B | 0.19% |
67,595,082
-10,038,212
| -13% | -$401M |
|
90
Danaher
DHR
$147B
| $2.68B | 0.19% |
11,679,299
+16,363
| +0.1% | +$3.76M |
|
91
SPDR Gold Trust
GLD
$107B
| $2.65B | 0.19% |
10,953,334
+871,020
| +9% | +$211M |
|
92
Intercontinental Exchange
ICE
$101B
| $2.57B | 0.18% |
17,252,247
-1,864,793
| -10% | -$278M |
|
93
Philip Morris
PM
$260B
| $2.57B | 0.18% |
21,360,017
-35,071
| -0.2% | -$4.22M |
|
94
Lowe's Companies
LOW
$145B
| $2.56B | 0.18% |
10,375,175
+136,221
| +1% | +$33.6M |
|
95
CME Group
CME
$96B
| $2.55B | 0.18% |
10,981,366
-109,007
| -1% | -$25.3M |
|
96
Lockheed Martin
LMT
$106B
| $2.54B | 0.18% |
5,217,743
-218,527
| -4% | -$106M |
|
97
Cloudflare
NET
$72.7B
| $2.5B | 0.17% |
23,182,497
-1,307,204
| -5% | -$141M |
|
98
iShares S&P 500 Value ETF
IVE
$41.2B
| $2.48B | 0.17% |
13,009,014
+483,087
| +4% | +$92.2M |
|
99
Starbucks
SBUX
$100B
| $2.44B | 0.17% |
26,763,354
+765,300
| +3% | +$69.8M |
|
100
CrowdStrike
CRWD
$106B
| $2.44B | 0.17% |
7,127,752
+725,034
| +11% | +$248M |
|