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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Trade Desk
TTD
|
$1.48B |
| 4 |
Roblox
RBLX
|
$1.23B |
| 5 |
Wayfair
W
|
$1.05B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Moderna
MRNA
$9.37B
| $1.74B | 0.23% | 7,421,497 -801,291 | -10% | -$188M |
|
102
Citigroup
C
$178B
| $1.71B | 0.23% | 24,162,402 +752,313 | +3% | +$53.2M |
|
103
TSMC
TSM
$1.2T
| $1.69B | 0.22% | 14,085,185 +1,667,339 | +13% | +$200M |
|
|
104
Roblox
RBLX
$86.4B
| $1.69B | 0.22% | 18,737,506 +13,659,143 | +269% | +$1.23B |
|
105
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.68B | 0.22% | 6,255,800 -148,120 | -2% | -$39.8M |
|
106
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.68B | 0.22% | 14,534,854 +1,337,520 | +10% | +$154M |
|
107
Zillow
Z
$20.4B
| $1.68B | 0.22% | 13,708,198 +2,327,621 | +20% | +$284M |
|
|
FTCH
108
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $1.67B | 0.22% | 33,182,594 +2,522,604 | +8% | +$127M |
|
109
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.65B | 0.22% | 11,167,873 -46,847 | -0.4% | -$6.92M |
|
110
American Express
AXP
$231B
| $1.64B | 0.22% | 9,916,986 +622,891 | +7% | +$103M |
|
111
Bristol-Myers Squibb
BMY
$96B
| $1.64B | 0.22% | 24,515,244 -1,295,470 | -5% | -$86.6M |
|
112
TAL Education Group
TAL
$6.46B
| $1.63B | 0.21% | 64,457,000 +4,909,065 | +8% | +$124M |
|
|
113
Trade Desk
TTD
$26.7B
| $1.61B | 0.21% | 20,863,893 +19,127,872 | +1,102% | +$1.48B |
|
114
Medtronic
MDT
$119B
| $1.61B | 0.21% | 13,000,437 +981,186 | +8% | +$122M |
|
115
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.6B | 0.21% | 10,637,029 +99,035 | +0.9% | +$14.9M |
|
116
Trip.com Group
TCOM
$48.2B
| $1.6B | 0.21% | 45,175,053 +1,252,885 | +3% | +$44.4M |
|
117
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.55B | 0.2% | 42,315,785 -3,454,669 | -8% | -$127M |
|
118
Lockheed Martin
LMT
$106B
| $1.53B | 0.2% | 4,044,680 +26,557 | +0.7% | +$10M |
|
119
Intel
INTC
$107B
| $1.53B | 0.2% | 27,235,326 +1,378,548 | +5% | +$77.4M |
|
120
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.52B | 0.2% | 18,422,335 +230,426 | +1% | +$19.1M |
|
121
iShares MSCI EAFE ETF
EFA
$66B
| $1.52B | 0.2% | 19,228,265 -4,799,607 | -20% | -$379M |
|
122
Intercontinental Exchange
ICE
$101B
| $1.5B | 0.2% | 12,678,422 -1,053,349 | -8% | -$125M |
|
123
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.49B | 0.2% | 9,601,835 +78,826 | +0.8% | +$12.2M |
|
124
Roper Technologies
ROP
$56.6B
| $1.46B | 0.19% | 3,100,096 +107,357 | +4% | +$50.5M |
|
125
Boeing
BA
$177B
| $1.46B | 0.19% | 6,079,640 -150,270 | -2% | -$36M |
|