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 |
Invesco QQQ Trust
QQQ
|
$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.02B |
| 3 |
Oracle
ORCL
|
$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$854M |
| 5 |
S&P Global
SPGI
|
$827M |
Top Sells
| 1 |
Intel
INTC
|
$1.22B |
| 2 |
Constellation Brands
STZ
|
$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$852M |
| 4 |
Carvana
CVNA
|
$805M |
| 5 |
Bank of America
BAC
|
$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Eaton
ETN
$136B
| $3.2B | 0.23% | 11,777,228 +851,052 | +8% | +$231M |
|
77
TSMC
TSM
$1.2T
| $3.16B | 0.23% | 19,033,752 +675,637 | +4% | +$112M |
|
78
TJX Companies
TJX
$152B
| $3.13B | 0.22% | 25,681,893 -992,858 | -4% | -$121M |
|
79
Progressive
PGR
$145B
| $3.13B | 0.22% | 11,047,368 +2,051,148 | +23% | +$580M |
|
80
iShares Core US Aggregate Bond ETF
AGG
$131B
| $3.11B | 0.22% | 31,408,091 -1,204,307 | -4% | -$119M |
|
81
iShares S&P 500 Growth ETF
IVW
$63.1B
| $3.06B | 0.22% | 32,940,255 +309,310 | +0.9% | +$28.7M |
|
82
CrowdStrike
CRWD
$106B
| $3.05B | 0.22% | 8,637,609 +1,509,857 | +21% | +$532M |
|
83
Advanced Micro Devices
AMD
$264B
| $3.04B | 0.22% | 29,634,041 -1,121,541 | -4% | -$115M |
|
84
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $3.01B | 0.22% | 59,261,632 -769,125 | -1% | -$39.1M |
|
85
Adobe
ADBE
$151B
| $3B | 0.21% | 7,824,969 -490,648 | -6% | -$188M |
|
86
AT&T
T
$209B
| $2.99B | 0.21% | 105,782,513 +9,044,138 | +9% | +$256M |
|
87
Intercontinental Exchange
ICE
$101B
| $2.97B | 0.21% | 17,219,424 -32,823 | -0.2% | -$5.66M |
|
88
Intuitive Surgical
ISRG
$170B
| $2.94B | 0.21% | 5,930,218 +112,917 | +2% | +$55.9M |
|
89
Qualcomm
QCOM
$173B
| $2.88B | 0.21% | 18,734,639 -612,391 | -3% | -$94.1M |
|
90
Shopify
SHOP
$184B
| $2.87B | 0.21% | 30,040,695 +455,942 | +2% | +$43.5M |
|
91
Financial Select Sector SPDR Fund
XLF
$54.1B
| $2.84B | 0.2% | 56,945,705 +395,763 | +0.7% | +$19.7M |
|
92
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $2.8B | 0.2% | 55,398,393 +555,639 | +1% | +$28.1M |
|
93
CME Group
CME
$96B
| $2.8B | 0.2% | 10,562,859 -418,507 | -4% | -$111M |
|
94
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.78B | 0.2% | 33,619,624 -885,651 | -3% | -$73.3M |
|
95
Intuit
INTU
$186B
| $2.69B | 0.19% | 4,373,545 -253,563 | -5% | -$156M |
|
96
Starbucks
SBUX
$100B
| $2.65B | 0.19% | 27,023,273 +259,919 | +1% | +$25.5M |
|
97
Palantir
PLTR
$372B
| $2.64B | 0.19% | 31,222,346 +2,386,262 | +8% | +$201M |
|
98
iShares S&P 500 Value ETF
IVE
$41.2B
| $2.63B | 0.19% | 13,819,800 +810,786 | +6% | +$155M |
|
99
Danaher
DHR
$147B
| $2.53B | 0.18% | 12,356,931 +677,632 | +6% | +$139M |
|
100
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $2.51B | 0.18% | 43,911,513 +2,397,056 | +6% | +$137M |
|