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
|
$1.67B |
| 2 |
Aon
AON
|
$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$724M |
Top Sells
| 1 |
Apple
AAPL
|
$1.33B |
| 2 |
Datadog
DDOG
|
$740M |
| 3 |
TSMC
TSM
|
$732M |
| 4 |
Tesla
TSLA
|
$687M |
| 5 |
Baxter International
BAX
|
$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
TJX Companies
TJX
$152B
| $1.86B | 0.2% | 23,713,305 -2,906,473 | -11% | -$228M |
|
102
iShares MSCI EAFE ETF
EFA
$66B
| $1.83B | 0.2% | 25,634,903 +2,431,497 | +10% | +$174M |
|
103
IBM
IBM
$227B
| $1.82B | 0.19% | 13,864,691 -2,727,403 | -16% | -$358M |
|
104
Northrop Grumman
NOC
$84.5B
| $1.82B | 0.19% | 3,934,971 +581,863 | +17% | +$269M |
|
105
Union Pacific
UNP
$133B
| $1.81B | 0.19% | 8,982,325 -1,607 | -0% | -$323K |
|
106
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.76B | 0.19% | 27,621,372 -402,628 | -1% | -$25.7M |
|
|
107
Aon
AON
$79.1B
| $1.76B | 0.19% | 5,579,997 +3,356,519 | +151% | +$1.06B |
|
108
S&P Global
SPGI
$167B
| $1.75B | 0.19% | 5,076,387 +757,969 | +18% | +$261M |
|
109
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.73B | 0.19% | 11,388,722 -290,249 | -2% | -$44M |
|
110
Royalty Pharma
RPRX
$15.6B
| $1.71B | 0.18% | 47,350,458 -1,895,574 | -4% | -$68.3M |
|
111
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.7B | 0.18% | 6,806,700 +178,560 | +3% | +$44.7M |
|
112
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.69B | 0.18% | 10,971,505 -44,279 | -0.4% | -$6.82M |
|
|
113
iShares MSCI ACWI ETF
ACWI
$22B
| $1.66B | 0.18% | 18,185,590 +7,942,192 | +78% | +$724M |
|
114
ConocoPhillips
COP
$124B
| $1.66B | 0.18% | 16,686,249 +38,526 | +0.2% | +$3.82M |
|
115
Crown Castle
CCI
$43.2B
| $1.65B | 0.18% | 12,350,740 +1,007,055 | +9% | +$135M |
|
116
Roblox
RBLX
$86.4B
| $1.65B | 0.18% | 36,737,705 -1,789,811 | -5% | -$80.5M |
|
117
Goldman Sachs
GS
$226B
| $1.65B | 0.18% | 5,042,313 -894,038 | -15% | -$292M |
|
118
Boeing
BA
$177B
| $1.64B | 0.18% | 7,733,035 -588,836 | -7% | -$125M |
|
119
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.64B | 0.18% | 12,658,911 -3,977,586 | -24% | -$515M |
|
120
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.61B | 0.17% | 21,145,042 +1,370,977 | +7% | +$105M |
|
121
T-Mobile US
TMUS
$284B
| $1.58B | 0.17% | 10,921,185 -63,371 | -0.6% | -$9.18M |
|
122
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $1.57B | 0.17% | 17,052,466 +4,573,019 | +37% | +$420M |
|
|
XYZ
123
Block, Inc.
XYZ
$48.5B
| $1.55B | 0.17% | 22,546,805 +752,455 | +3% | +$51.7M |
|
124
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.55B | 0.17% | 39,157,905 -14,849 | -0% | -$586K |
|
125
American Tower
AMT
$95.5B
| $1.54B | 0.16% | 7,515,025 +283,539 | +4% | +$57.9M |
|