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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intercontinental Exchange
ICE
$101B
| $1.7B | 0.23% | 14,764,134 +2,085,712 | +16% | +$239M |
|
102
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.68B | 0.23% | 44,748,907 +2,433,122 | +6% | +$91.3M |
|
103
American Express
AXP
$231B
| $1.67B | 0.23% | 9,973,495 +56,509 | +0.6% | +$9.47M |
|
104
Pinterest
PINS
$24.9B
| $1.67B | 0.22% | 32,744,169 +3,509,012 | +12% | +$179M |
|
105
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.66B | 0.22% | 20,178,665 +1,756,330 | +10% | +$145M |
|
106
Qualcomm
QCOM
$173B
| $1.66B | 0.22% | 12,890,561 -70,118 | -0.5% | -$9.04M |
|
107
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.65B | 0.22% | 6,279,635 +23,835 | +0.4% | +$6.27M |
|
108
Carvana
CVNA
$51.4B
| $1.65B | 0.22% | 5,465,547 -1,105,346 | -17% | -$333M |
|
109
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.63B | 0.22% | 11,189,418 +21,545 | +0.2% | +$3.13M |
|
110
Broadcom
AVGO
$1.4T
| $1.63B | 0.22% | 3,354,926 +436,250 | +15% | +$212M |
|
111
Alibaba
BABA
$322B
| $1.62B | 0.22% | 10,973,595 -6,349,798 | -37% | -$940M |
|
112
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.62B | 0.22% | 10,818,501 +181,472 | +2% | +$27.2M |
|
113
TSMC
TSM
$1.2T
| $1.61B | 0.22% | 14,395,897 +310,712 | +2% | +$34.7M |
|
114
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.59B | 0.21% | 11,947,159 -6,027,801 | -34% | -$802M |
|
115
IBM
IBM
$227B
| $1.57B | 0.21% | 11,311,218 -725,231 | -6% | -$101M |
|
116
Intel
INTC
$107B
| $1.56B | 0.21% | 29,214,320 +1,978,994 | +7% | +$105M |
|
117
AT&T
T
$209B
| $1.55B | 0.21% | 57,406,534 -8,869,122 | -13% | -$240M |
|
118
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.52B | 0.2% | 9,881,238 +279,403 | +3% | +$42.9M |
|
119
Bristol-Myers Squibb
BMY
$96B
| $1.48B | 0.2% | 25,095,789 +580,545 | +2% | +$34.4M |
|
120
iShares MSCI EAFE ETF
EFA
$66B
| $1.48B | 0.2% | 18,938,282 -289,983 | -2% | -$22.6M |
|
121
iShares TIPS Bond ETF
TIP
$13.6B
| $1.47B | 0.2% | 11,476,749 +1,520,481 | +15% | +$194M |
|
|
122
Airbnb
ABNB
$79.9B
| $1.45B | 0.2% | 8,655,893 +5,069,443 | +141% | +$850M |
|
123
Palo Alto Networks
PANW
$127B
| $1.45B | 0.2% | 3,028,748 +42,394 | +1% | +$20.3M |
|
124
Starbucks
SBUX
$100B
| $1.42B | 0.19% | 12,871,396 -145,390 | -1% | -$16M |
|
125
HDFC Bank
HDB
$182B
| $1.39B | 0.19% | 19,055,047 +1,454,740 | +8% | +$106M |
|