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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Estee Lauder
EL
$32.7B
| $1.74B | 0.2% |
7,009,269
+1,167,553
| +20% | +$290M |
|
102
iShares S&P 500 Value ETF
IVE
$40.9B
| $1.69B | 0.19% |
11,678,971
+17,567
| +0.2% | +$2.55M |
|
103
Oracle
ORCL
$633B
| $1.68B | 0.19% |
20,502,544
+1,794,080
| +10% | +$147M |
|
104
Vanguard Dividend Appreciation ETF
VIG
$95B
| $1.67B | 0.19% |
11,015,784
-94,945
| -0.9% | -$14.4M |
|
105
Blackstone
BX
$132B
| $1.67B | 0.19% |
22,495,670
+798,734
| +4% | +$59.3M |
|
106
Air Products & Chemicals
APD
$65B
| $1.67B | 0.19% |
5,414,008
+1,115,729
| +26% | +$344M |
|
107
Prologis
PLD
$103B
| $1.64B | 0.19% |
14,577,827
+4,729,040
| +48% | +$533M |
|
108
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.64B | 0.19% |
28,024,000
-117,414
| -0.4% | -$6.87M |
|
109
Wells Fargo
WFC
$262B
| $1.63B | 0.19% |
39,536,664
+12,088,073
| +44% | +$499M |
|
110
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.63B | 0.18% |
20,028,074
+2,893,771
| +17% | +$235M |
|
111
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $1.6B | 0.18% |
6,628,140
+155,398
| +2% | +$37.6M |
|
112
Zoetis
ZTS
$67.8B
| $1.59B | 0.18% |
10,872,704
+2,796,694
| +35% | +$410M |
|
113
Boeing
BA
$179B
| $1.59B | 0.18% |
8,321,871
+872,795
| +12% | +$166M |
|
114
Caterpillar
CAT
$195B
| $1.58B | 0.18% |
6,608,165
+969,222
| +17% | +$232M |
|
115
Trade Desk
TTD
$26.5B
| $1.57B | 0.18% |
34,923,869
-1,330,748
| -4% | -$59.7M |
|
116
Intuitive Surgical
ISRG
$168B
| $1.56B | 0.18% |
5,866,613
+1,351,002
| +30% | +$358M |
|
117
Crown Castle
CCI
$42.7B
| $1.54B | 0.17% |
11,343,685
+203,085
| +2% | +$27.5M |
|
118
T-Mobile US
TMUS
$288B
| $1.54B | 0.17% |
10,984,556
+1,742,108
| +19% | +$244M |
|
119
American Tower
AMT
$93.9B
| $1.53B | 0.17% |
7,231,486
+962,800
| +15% | +$204M |
|
120
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.52B | 0.17% |
23,203,406
+2,419,420
| +12% | +$159M |
|
121
Energy Select Sector SPDR Fund
XLE
$27.7B
| $1.52B | 0.17% |
17,350,494
-6,579,909
| -27% | -$576M |
|
122
Mondelez International
MDLZ
$80B
| $1.52B | 0.17% |
22,750,267
+4,663,166
| +26% | +$311M |
|
123
Elevance Health
ELV
$72.6B
| $1.51B | 0.17% |
2,943,205
+465,102
| +19% | +$239M |
|
124
Baxter International
BAX
$12.4B
| $1.51B | 0.17% |
29,614,118
-352,847
| -1% | -$18M |
|
125
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.49B | 0.17% |
19,774,065
+1,678,893
| +9% | +$126M |
|