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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.34B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.05B |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$1.88B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.71B |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.3B |
Top Sells
| 1 |
Mercado Libre
MELI
|
$712M |
| 2 |
TAL Education Group
TAL
|
$651M |
| 3 |
Booking.com
BKNG
|
$568M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$454M |
| 5 |
Apple
AAPL
|
$406M |
Sector Composition
| 1 | Technology | 16.07% |
| 2 | Healthcare | 10.42% |
| 3 | Financials | 7.81% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Communication Services | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fidelity National Information Services
FIS
$36.5B
| $896M | 0.24% | 7,368,940 +705,855 | +11% | +$85.9M |
|
102
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $892M | 0.24% | 11,282,892 +1,016,671 | +10% | +$80.4M |
|
103
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $879M | 0.24% | 6,107,578 +411,959 | +7% | +$59.3M |
|
104
EPAM Systems
EPAM
$9.82B
| $877M | 0.24% | 4,721,267 -509,950 | -10% | -$94.7M |
|
105
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $860M | 0.23% | 6,962,084 -1,570,166 | -18% | -$194M |
|
106
Blackstone
BX
$134B
| $834M | 0.23% | 18,310,670 +437,363 | +2% | +$19.9M |
|
107
AbbVie
ABBV
$372B
| $820M | 0.22% | 10,756,410 +696,233 | +7% | +$53M |
|
|
XYZ
108
Block, Inc.
XYZ
$48.5B
| $798M | 0.22% | 15,240,813 +5,496,983 | +56% | +$288M |
|
109
Illumina
ILMN
$15.8B
| $796M | 0.22% | 2,912,817 -748,441 | -20% | -$204M |
|
110
Ecolab
ECL
$78.6B
| $794M | 0.22% | 5,095,171 +344,404 | +7% | +$53.7M |
|
111
Vanguard FTSE Europe ETF
VGK
$26.8B
| $784M | 0.21% | 18,124,775 -3,194,667 | -15% | -$138M |
|
112
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $781M | 0.21% | 19,051,179 +8,482,477 | +80% | +$348M |
|
113
PayPal
PYPL
$67.1B
| $780M | 0.21% | 8,151,490 -120,086 | -1% | -$11.5M |
|
114
Exxon Mobil
XOM
$487B
| $780M | 0.21% | 20,533,386 +3,223,089 | +19% | +$122M |
|
115
American Tower
AMT
$95.5B
| $762M | 0.21% | 3,497,290 +60,486 | +2% | +$13.2M |
|
116
Medtronic
MDT
$119B
| $753M | 0.2% | 8,347,807 +741,368 | +10% | +$66.9M |
|
117
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $747M | 0.2% | 9,687,515 -3,663,144 | -27% | -$282M |
|
118
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $740M | 0.2% | 13,185,884 -6,173,999 | -32% | -$346M |
|
119
MongoDB
MDB
$25.7B
| $724M | 0.2% | 5,302,766 +1,281,429 | +32% | +$175M |
|
120
Technology Select Sector SPDR Fund
XLK
$83.9B
| $716M | 0.19% | 8,911,430 +1,431,059 | +19% | +$115M |
|
121
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
| $703M | 0.19% | 13,789,134 +3,076,878 | +29% | +$157M |
|
122
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $702M | 0.19% | 42,828,079 +11,535,036 | +37% | +$189M |
|
123
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $697M | 0.19% | 3,181,362 +356,163 | +13% | +$78.1M |
|
124
SPDR S&P Biotech ETF
XBI
$5.07B
| $697M | 0.19% | 9,002,902 +1,387,956 | +18% | +$107M |
|
125
Vanguard Mid-Cap ETF
VO
$87.5B
| $679M | 0.18% | 5,160,227 +1,053,856 | +26% | +$139M |
|