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 |
Amazon
AMZN
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Dividend Appreciation ETF
VIG
$95B
| $1.58B | 0.21% |
11,023,979
+451,023
| +4% | +$64.7M |
|
102
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.58B | 0.2% |
12,295,189
+1,715,237
| +16% | +$220M |
|
103
Medtronic
MDT
$120B
| $1.57B | 0.2% |
17,487,227
+2,527,982
| +17% | +$227M |
|
104
DoorDash
DASH
$104B
| $1.55B | 0.2% |
24,182,797
+454,997
| +2% | +$29.2M |
|
105
Estee Lauder
EL
$32.7B
| $1.52B | 0.2% |
5,954,505
+864,947
| +17% | +$220M |
|
106
Cloudflare
NET
$72.5B
| $1.51B | 0.2% |
34,416,225
+4,670,132
| +16% | +$204M |
|
107
ASML
ASML
$285B
| $1.5B | 0.2% |
3,156,574
+401,043
| +15% | +$191M |
|
108
Vanguard Real Estate ETF
VNQ
$34.1B
| $1.49B | 0.19% |
16,334,822
+5,645,999
| +53% | +$514M |
|
109
Northrop Grumman
NOC
$84.4B
| $1.46B | 0.19% |
3,057,744
+775,329
| +34% | +$371M |
|
110
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $1.46B | 0.19% |
6,461,296
+61,206
| +1% | +$13.8M |
|
111
Palo Alto Networks
PANW
$127B
| $1.43B | 0.19% |
2,893,528
-175,007
| -6% | -$86.4M |
|
112
Fidelity National Information Services
FIS
$35.7B
| $1.41B | 0.18% |
15,338,951
+2,663,265
| +21% | +$244M |
|
113
Texas Instruments
TXN
$182B
| $1.41B | 0.18% |
9,148,567
+4,648,358
| +103% | +$714M |
|
114
Roblox
RBLX
$89.1B
| $1.37B | 0.18% |
41,649,392
+1,829,730
| +5% | +$60.1M |
|
115
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.36B | 0.18% |
17,811,851
-531,067
| -3% | -$40.5M |
|
116
Financial Select Sector SPDR Fund
XLF
$53.7B
| $1.35B | 0.17% |
42,818,678
-1,506,332
| -3% | -$47.4M |
|
117
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $1.34B | 0.17% |
19,089,940
+9,743,040
| +104% | +$683M |
|
118
Zoetis
ZTS
$67.8B
| $1.32B | 0.17% |
7,676,418
+1,599,481
| +26% | +$275M |
|
119
First Trust Value Line Dividend Fund
FVD
$9.11B
| $1.3B | 0.17% |
33,454,921
-304,377
| -0.9% | -$11.8M |
|
120
iShares TIPS Bond ETF
TIP
$13.5B
| $1.3B | 0.17% |
11,377,326
-1,642,710
| -13% | -$187M |
|
121
Starbucks
SBUX
$102B
| $1.29B | 0.17% |
16,940,712
+4,789,749
| +39% | +$366M |
|
122
Oracle
ORCL
$633B
| $1.29B | 0.17% |
18,511,147
+9,892,283
| +115% | +$691M |
|
123
Citigroup
C
$174B
| $1.27B | 0.16% |
27,617,457
-747,460
| -3% | -$34.4M |
|
124
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.25B | 0.16% |
16,991,253
+2,767,559
| +19% | +$204M |
|
125
Zoom
ZM
$24.5B
| $1.25B | 0.16% |
11,577,729
+92,202
| +0.8% | +$9.96M |
|