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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.96B | 0.19% | 27,836,011 +214,639 | +0.8% | +$15.1M |
|
102
Coupang
CPNG
$52.1B
| $1.96B | 0.19% | 112,638,253 -10,736,539 | -9% | -$187M |
|
|
103
Eaton
ETN
$136B
| $1.95B | 0.19% | 9,711,449 -3,300,988 | -25% | -$664M |
|
104
Medtronic
MDT
$119B
| $1.92B | 0.19% | 21,783,685 +3,055,462 | +16% | +$269M |
|
105
IBM
IBM
$227B
| $1.92B | 0.19% | 14,338,299 +473,608 | +3% | +$63.4M |
|
106
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.89B | 0.19% | 19,013,989 -1,131,239 | -6% | -$113M |
|
107
Union Pacific
UNP
$133B
| $1.89B | 0.19% | 9,258,059 +275,734 | +3% | +$56.4M |
|
108
Northrop Grumman
NOC
$84.5B
| $1.85B | 0.18% | 4,052,262 +117,291 | +3% | +$53.5M |
|
109
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.83B | 0.18% | 11,348,041 -40,681 | -0.4% | -$6.56M |
|
110
Intuitive Surgical
ISRG
$170B
| $1.83B | 0.18% | 5,340,335 -305,882 | -5% | -$105M |
|
111
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.81B | 0.18% | 11,135,128 +163,623 | +1% | +$26.6M |
|
112
iShares MSCI EAFE ETF
EFA
$66B
| $1.78B | 0.18% | 24,587,797 -1,047,106 | -4% | -$75.9M |
|
113
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.77B | 0.17% | 6,782,818 -23,882 | -0.4% | -$6.24M |
|
114
ConocoPhillips
COP
$124B
| $1.77B | 0.17% | 17,113,418 +427,169 | +3% | +$44.3M |
|
115
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.76B | 0.17% | 44,505,736 +5,347,831 | +14% | +$212M |
|
116
Boeing
BA
$177B
| $1.75B | 0.17% | 8,270,466 +537,431 | +7% | +$113M |
|
117
Goldman Sachs
GS
$226B
| $1.7B | 0.17% | 5,280,948 +238,635 | +5% | +$77M |
|
118
Intuit
INTU
$186B
| $1.7B | 0.17% | 3,711,203 +294,366 | +9% | +$135M |
|
119
Mondelez International
MDLZ
$79.5B
| $1.69B | 0.17% | 23,205,364 +1,285,638 | +6% | +$93.8M |
|
120
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.69B | 0.17% | 12,733,481 +74,570 | +0.6% | +$9.9M |
|
121
Roper Technologies
ROP
$56.6B
| $1.68B | 0.17% | 3,485,178 +106,244 | +3% | +$51.1M |
|
122
Caterpillar
CAT
$196B
| $1.67B | 0.16% | 6,783,591 +200,715 | +3% | +$49.4M |
|
123
Intel
INTC
$107B
| $1.62B | 0.16% | 48,398,876 +2,924,422 | +6% | +$97.8M |
|
124
Wells Fargo
WFC
$263B
| $1.62B | 0.16% | 37,850,358 -378,468 | -1% | -$16.2M |
|
125
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $1.61B | 0.16% | 29,164,386 +3,964,934 | +16% | +$219M |
|