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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COUP
101
DELISTED
Coupa Software Incorporated
COUP
| $1.6B | 0.23% | 6,273,637 -70,145 | -1% | -$17.9M |
|
102
Boeing
BA
$177B
| $1.59B | 0.23% | 6,229,910 -1,278,645 | -17% | -$326M |
|
103
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.58B | 0.23% | 11,214,720 +334,968 | +3% | +$47.3M |
|
104
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.56B | 0.23% | 45,770,454 -1,177,103 | -3% | -$40.1M |
|
105
Broadcom
AVGO
$1.4T
| $1.55B | 0.23% | 3,339,683 +400,046 | +14% | +$185M |
|
106
Exxon Mobil
XOM
$487B
| $1.54B | 0.23% | 27,506,146 +3,114,113 | +13% | +$174M |
|
107
Intercontinental Exchange
ICE
$101B
| $1.53B | 0.23% | 13,731,771 +112,383 | +0.8% | +$12.6M |
|
108
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.5B | 0.22% | 13,197,334 -1,966,741 | -13% | -$224M |
|
109
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.5B | 0.22% | 18,191,909 +805,169 | +5% | +$66.4M |
|
110
Crown Castle
CCI
$43.2B
| $1.49B | 0.22% | 8,679,436 +470,615 | +6% | +$81M |
|
111
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.49B | 0.22% | 10,537,994 +1,753,207 | +20% | +$248M |
|
112
Lockheed Martin
LMT
$106B
| $1.48B | 0.22% | 4,018,123 +546,951 | +16% | +$202M |
|
113
Zillow
Z
$20.4B
| $1.48B | 0.22% | 11,380,577 +695,829 | +7% | +$90.2M |
|
114
TSMC
TSM
$1.2T
| $1.47B | 0.22% | 12,417,846 +212,615 | +2% | +$25.1M |
|
115
DoorDash
DASH
$105B
| $1.43B | 0.21% | 10,920,357 +4,899,900 | +81% | +$643M |
|
116
Medtronic
MDT
$119B
| $1.42B | 0.21% | 12,019,251 +458,766 | +4% | +$54.2M |
|
117
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $1.41B | 0.21% | 13,837,899 -954,643 | -6% | -$97.4M |
|
118
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.4B | 0.21% | 9,523,009 -264,702 | -3% | -$38.9M |
|
119
Blackstone
BX
$134B
| $1.4B | 0.21% | 18,785,992 -1,231,446 | -6% | -$91.8M |
|
120
Starbucks
SBUX
$100B
| $1.38B | 0.2% | 12,620,682 -982,900 | -7% | -$107M |
|
121
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.37B | 0.2% | 25,698,961 -14,129,826 | -35% | -$754M |
|
122
Qualcomm
QCOM
$173B
| $1.37B | 0.2% | 10,330,243 +2,781,284 | +37% | +$369M |
|
123
HDFC Bank
HDB
$182B
| $1.36B | 0.2% | 17,567,109 +785,382 | +5% | +$61M |
|
124
Fidelity National Information Services
FIS
$36.5B
| $1.33B | 0.2% | 9,465,107 +502,939 | +6% | +$70.7M |
|
125
Sea Limited
SE
$110B
| $1.33B | 0.19% | 5,939,574 -230,879 | -4% | -$51.5M |
|