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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
| 5 |
Capital One
COF
|
$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuit
INTU
$187B
| $3.54B | 0.23% |
4,493,498
+119,953
| +3% | +$94.5M |
|
77
SPDR Gold Trust
GLD
$111B
| $3.52B | 0.23% |
11,534,925
-849,247
| -7% | -$259M |
|
78
Merck
MRK
$210B
| $3.5B | 0.23% |
44,200,694
+1,086,242
| +3% | +$86M |
|
79
Linde
LIN
$221B
| $3.41B | 0.22% |
7,277,037
+77,811
| +1% | +$36.5M |
|
80
Shopify
SHOP
$182B
| $3.38B | 0.22% |
29,332,704
-707,991
| -2% | -$81.7M |
|
81
Aon
AON
$80.6B
| $3.38B | 0.22% |
9,467,412
+741,108
| +8% | +$264M |
|
82
GE Aerospace
GE
$293B
| $3.35B | 0.22% |
12,995,841
+914,809
| +8% | +$235M |
|
83
Intuitive Surgical
ISRG
$158B
| $3.32B | 0.22% |
6,104,299
+174,081
| +3% | +$94.6M |
|
84
TJX Companies
TJX
$155B
| $3.31B | 0.22% |
26,773,324
+1,091,431
| +4% | +$135M |
|
85
Automatic Data Processing
ADP
$121B
| $3.28B | 0.21% |
10,638,058
-502,775
| -5% | -$155M |
|
86
PepsiCo
PEP
$203B
| $3.26B | 0.21% |
24,656,621
-1,462,281
| -6% | -$193M |
|
87
AT&T
T
$208B
| $3.18B | 0.21% |
109,991,107
+4,208,594
| +4% | +$122M |
|
88
Verizon
VZ
$184B
| $3.18B | 0.21% |
73,450,148
+2,488,213
| +4% | +$108M |
|
89
T-Mobile US
TMUS
$284B
| $3.15B | 0.21% |
13,216,256
+247,475
| +2% | +$59M |
|
90
Intercontinental Exchange
ICE
$100B
| $3.13B | 0.2% |
17,048,321
-171,103
| -1% | -$31.4M |
|
91
TSMC
TSM
$1.2T
| $3.11B | 0.2% |
13,744,097
-5,289,655
| -28% | -$1.2B |
|
92
Qualcomm
QCOM
$170B
| $3.1B | 0.2% |
19,492,991
+758,352
| +4% | +$121M |
|
93
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $3.07B | 0.2% |
60,510,473
+5,112,080
| +9% | +$259M |
|
94
Technology Select Sector SPDR Fund
XLK
$83.6B
| $3.03B | 0.2% |
11,983,918
+2,161,639
| +22% | +$547M |
|
95
Progressive
PGR
$145B
| $3.03B | 0.2% |
11,339,845
+292,477
| +3% | +$78.1M |
|
96
iShares Core US Aggregate Bond ETF
AGG
$130B
| $3.02B | 0.2% |
30,475,241
-932,850
| -3% | -$92.5M |
|
|
97
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.96B | 0.19% |
37,597,584
+22,673,541
| +152% | +$1.78B |
|
98
Adobe
ADBE
$148B
| $2.86B | 0.19% |
7,403,573
-421,396
| -5% | -$163M |
|
99
Caterpillar
CAT
$194B
| $2.83B | 0.18% |
7,288,145
+119,372
| +2% | +$46.3M |
|
100
GE Vernova
GEV
$157B
| $2.77B | 0.18% |
5,228,078
+1,056,713
| +25% | +$559M |
|