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
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.81B | 0.22% | 11,573,080 +383,662 | +3% | +$60.1M |
|
102
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.77B | 0.22% | 10,304,252 +423,014 | +4% | +$72.7M |
|
103
iShares TIPS Bond ETF
TIP
$13.6B
| $1.74B | 0.22% | 13,474,534 +1,997,785 | +17% | +$258M |
|
104
Exxon Mobil
XOM
$487B
| $1.74B | 0.21% | 28,446,476 +5,559,464 | +24% | +$340M |
|
105
Crown Castle
CCI
$43.2B
| $1.74B | 0.21% | 8,322,999 +307,906 | +4% | +$64.3M |
|
106
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.74B | 0.21% | 15,219,649 +386,729 | +3% | +$44.1M |
|
107
American Express
AXP
$231B
| $1.73B | 0.21% | 10,589,901 +616,406 | +6% | +$101M |
|
108
Citigroup
C
$178B
| $1.71B | 0.21% | 28,337,197 +3,859,140 | +16% | +$233M |
|
109
Sea Limited
SE
$110B
| $1.71B | 0.21% | 7,637,095 -85,614 | -1% | -$19.2M |
|
110
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.69B | 0.21% | 43,339,586 -1,409,321 | -3% | -$55M |
|
111
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.66B | 0.2% | 11,778,954 +2,705,092 | +30% | +$381M |
|
112
BILL Holdings
BILL
$4.72B
| $1.64B | 0.2% | 6,599,217 -96,427 | -1% | -$24M |
|
113
Estee Lauder
EL
$33B
| $1.64B | 0.2% | 4,434,958 +287,199 | +7% | +$106M |
|
114
Lowe's Companies
LOW
$145B
| $1.63B | 0.2% | 6,315,327 +354,496 | +6% | +$91.6M |
|
115
Wayfair
W
$9.67B
| $1.63B | 0.2% | 8,572,414 +246,249 | +3% | +$46.8M |
|
116
Palo Alto Networks
PANW
$127B
| $1.62B | 0.2% | 2,917,995 -110,753 | -4% | -$61.7M |
|
117
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.6B | 0.2% | 19,725,264 -453,401 | -2% | -$36.8M |
|
118
TSMC
TSM
$1.2T
| $1.57B | 0.19% | 13,018,340 -1,377,557 | -10% | -$166M |
|
119
Medtronic
MDT
$119B
| $1.55B | 0.19% | 14,967,440 +1,419,780 | +10% | +$147M |
|
120
Bristol-Myers Squibb
BMY
$96B
| $1.54B | 0.19% | 24,715,930 -379,859 | -2% | -$23.7M |
|
121
iShares MSCI EAFE ETF
EFA
$66B
| $1.54B | 0.19% | 19,575,086 +636,804 | +3% | +$50.1M |
|
122
Starbucks
SBUX
$100B
| $1.54B | 0.19% | 13,132,741 +261,345 | +2% | +$30.6M |
|
123
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.51B | 0.19% | 5,939,210 +88,314 | +2% | +$22.5M |
|
124
Union Pacific
UNP
$133B
| $1.49B | 0.18% | 5,923,249 +806,892 | +16% | +$203M |
|
125
First Trust Value Line Dividend Fund
FVD
$9.18B
| $1.48B | 0.18% | 34,321,278 +398,976 | +1% | +$17.2M |
|