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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$119B
| $1.66B | 0.22% |
14,959,245
-8,195
| -0.1% | -$909K |
|
102
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.65B | 0.22% |
15,443,694
+224,045
| +1% | +$24M |
|
103
iShares TIPS Bond ETF
TIP
$13.6B
| $1.62B | 0.22% |
13,020,036
-454,498
| -3% | -$56.6M |
|
104
ICICI Bank
IBN
$113B
| $1.62B | 0.22% |
85,474,919
+28,723,318
| +51% | +$544M |
|
105
Airbnb
ABNB
$79.9B
| $1.6B | 0.22% |
9,336,902
-2,493,282
| -21% | -$428M |
|
106
Spotify
SPOT
$140B
| $1.6B | 0.22% |
10,618,601
-2,290,339
| -18% | -$346M |
|
107
BILL Holdings
BILL
$4.72B
| $1.56B | 0.21% |
6,867,471
+268,254
| +4% | +$60.8M |
|
108
Netflix
NFLX
$513B
| $1.55B | 0.21% |
4,125,397
+448,311
| +12% | +$168M |
|
|
GTM
109
ZoomInfo Technologies
GTM
$3.47B
| $1.52B | 0.21% |
25,441,766
+6,471,414
| +34% | +$387M |
|
110
Citigroup
C
$178B
| $1.51B | 0.2% |
28,364,917
+27,720
| +0.1% | +$1.48M |
|
111
Union Pacific
UNP
$133B
| $1.51B | 0.2% |
5,542,495
-380,754
| -6% | -$104M |
|
112
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.5B | 0.2% |
9,464,264
+1,104,488
| +13% | +$176M |
|
113
iShares MSCI EAFE ETF
EFA
$66B
| $1.48B | 0.2% |
20,092,392
+517,306
| +3% | +$38.1M |
|
|
TWTR
114
DELISTED
Twitter, Inc.
TWTR
| $1.47B | 0.2% |
37,951,030
-32,206,044
| -46% | -$1.25B |
|
115
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $1.45B | 0.2% |
28,883,605
+3,667,156
| +15% | +$184M |
|
116
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.45B | 0.2% |
10,579,952
-1,199,002
| -10% | -$164M |
|
117
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.43B | 0.19% |
18,342,918
-1,382,346
| -7% | -$108M |
|
118
First Trust Value Line Dividend Fund
FVD
$9.18B
| $1.43B | 0.19% |
33,759,298
-561,980
| -2% | -$23.8M |
|
119
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.43B | 0.19% |
6,000,510
+61,300
| +1% | +$14.6M |
|
120
Intel
INTC
$107B
| $1.4B | 0.19% |
28,317,783
-9,743,916
| -26% | -$483M |
|
121
PayPal
PYPL
$67.1B
| $1.4B | 0.19% |
12,091,710
-2,073,771
| -15% | -$240M |
|
122
Estee Lauder
EL
$33B
| $1.39B | 0.19% |
5,089,558
+654,600
| +15% | +$178M |
|
123
Zoom
ZM
$24.4B
| $1.35B | 0.18% |
11,485,527
-1,078,799
| -9% | -$126M |
|
124
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.32B | 0.18% |
3,793,433
+557,720
| +17% | +$193M |
|
125
Vanguard Small-Cap ETF
VB
$66.4B
| $1.31B | 0.18% |
6,184,766
+76,471
| +1% | +$16.3M |
|