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 |
Walmart
WMT
|
$1.73B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25B |
| 3 |
Altria Group
MO
|
$451M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$375M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.28B | 0.18% |
12,211,975
-10,539,725
| -46% | -$1.97B |
|
102
Deere & Co
DE
$129B
| $2.26B | 0.18% |
5,492,102
-4,806,614
| -47% | -$1.97B |
|
103
Texas Instruments
TXN
$184B
| $2.25B | 0.18% |
12,926,999
-13,677,643
| -51% | -$2.38B |
|
104
Intel
INTC
$106B
| $2.25B | 0.18% |
50,982,016
-48,439,760
| -49% | -$2.14B |
|
105
Cigna
CI
$80.3B
| $2.24B | 0.18% |
6,172,035
-6,291,413
| -50% | -$2.28B |
|
106
SPDR Gold Trust
GLD
$110B
| $2.23B | 0.18% |
10,847,284
-10,677,592
| -50% | -$2.2B |
|
107
S&P Global
SPGI
$167B
| $2.23B | 0.18% |
5,240,513
-4,759,801
| -48% | -$2.03B |
|
108
iShares MSCI EAFE ETF
EFA
$65.3B
| $2.21B | 0.18% |
27,710,366
-20,430,846
| -42% | -$1.63B |
|
109
Zoetis
ZTS
$69.3B
| $2.18B | 0.17% |
12,883,471
-11,754,025
| -48% | -$1.99B |
|
110
Vanguard Dividend Appreciation ETF
VIG
$95B
| $2.15B | 0.17% |
11,789,763
-11,477,157
| -49% | -$2.1B |
|
111
JPMorgan Equity Premium Income ETF
JEPI
$41B
| $2.15B | 0.17% |
37,137,528
-30,390,656
| -45% | -$1.76B |
|
112
Airbnb
ABNB
$78.1B
| $2.15B | 0.17% |
13,018,123
-10,243,935
| -44% | -$1.69B |
|
113
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.14B | 0.17% |
27,949,742
-29,941,720
| -52% | -$2.3B |
|
114
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $2.12B | 0.17% |
19,201,490
-18,329,484
| -49% | -$2.03B |
|
115
Nike
NKE
$110B
| $2.12B | 0.17% |
22,572,499
-27,804,141
| -55% | -$2.61B |
|
116
Intuitive Surgical
ISRG
$170B
| $2.11B | 0.17% |
5,278,238
-5,016,092
| -49% | -$2B |
|
117
Applied Materials
AMAT
$126B
| $2.09B | 0.17% |
10,145,751
-10,450,305
| -51% | -$2.16B |
|
|
118
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $2.09B | 0.17% |
34,377,543
+20,567,687
| +149% | +$1.25B |
|
|
119
Altria Group
MO
$113B
| $2.04B | 0.16% |
46,840,665
+10,329,723
| +28% | +$451M |
|
120
TSMC
TSM
$1.18T
| $2.03B | 0.16% |
14,915,479
-26,749,747
| -64% | -$3.64B |
|
121
Spotify
SPOT
$140B
| $1.99B | 0.16% |
7,533,162
-9,423,844
| -56% | -$2.49B |
|
122
Roper Technologies
ROP
$56.6B
| $1.95B | 0.16% |
3,477,488
-3,454,088
| -50% | -$1.94B |
|
123
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.92B | 0.15% |
46,832,211
-25,893,453
| -36% | -$1.06B |
|
124
Snowflake
SNOW
$79.6B
| $1.91B | 0.15% |
11,808,377
-14,438,157
| -55% | -$2.33B |
|
125
Sherwin-Williams
SHW
$91.2B
| $1.89B | 0.15% |
5,451,715
-5,437,071
| -50% | -$1.89B |
|