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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lowe's Companies
LOW
$145B
| $2.27B | 0.18% |
10,278,489
-183,759
| -2% | -$40.5M |
|
102
iShares S&P 500 Value ETF
IVE
$41.2B
| $2.26B | 0.17% |
12,399,766
+187,791
| +2% | +$34.2M |
|
103
Prologis
PLD
$106B
| $2.25B | 0.17% |
20,015,766
+1,050,750
| +6% | +$118M |
|
104
Medtronic
MDT
$119B
| $2.23B | 0.17% |
28,269,471
+1,266,542
| +5% | +$99.7M |
|
105
Cloudflare
NET
$72.7B
| $2.22B | 0.17% |
26,791,179
-1,058,096
| -4% | -$87.6M |
|
106
Northrop Grumman
NOC
$84.5B
| $2.22B | 0.17% |
5,087,920
+23,553
| +0.5% | +$10.3M |
|
107
Sherwin-Williams
SHW
$91.2B
| $2.22B | 0.17% |
7,427,703
+1,975,988
| +36% | +$590M |
|
108
Comcast
CMCSA
$125B
| $2.2B | 0.17% |
56,247,964
-324,408
| -0.6% | -$12.7M |
|
109
Lam Research
LRCX
$127B
| $2.19B | 0.17% |
2,055,560
+143,876
| +8% | +$153M |
|
110
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $2.18B | 0.17% |
11,937,457
+147,694
| +1% | +$27M |
|
111
Pfizer
PFE
$141B
| $2.17B | 0.17% |
77,472,246
-7,320,593
| -9% | -$205M |
|
112
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $2.16B | 0.17% |
38,132,552
+995,024
| +3% | +$56.4M |
|
113
ConocoPhillips
COP
$124B
| $2.16B | 0.17% |
18,868,459
+924,902
| +5% | +$106M |
|
114
Technology Select Sector SPDR Fund
XLK
$83.9B
| $2.14B | 0.17% |
9,472,046
+484,512
| +5% | +$110M |
|
115
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.14B | 0.17% |
27,861,116
-88,626
| -0.3% | -$6.8M |
|
116
iShares MSCI Emerging Markets ETF
EEM
$19B
| $2.1B | 0.16% |
49,278,891
+2,446,680
| +5% | +$104M |
|
117
Novo Nordisk
NVO
$251B
| $2.09B | 0.16% |
14,610,900
+2,599,047
| +22% | +$371M |
|
118
Constellation Brands
STZ
$28.5B
| $2.07B | 0.16% |
8,057,637
+1,863,926
| +30% | +$480M |
|
119
Starbucks
SBUX
$100B
| $2.07B | 0.16% |
26,600,223
-1,660,929
| -6% | -$129M |
|
120
Cigna
CI
$80.3B
| $2.03B | 0.16% |
6,139,331
-32,704
| -0.5% | -$10.8M |
|
121
Deere & Co
DE
$129B
| $2.02B | 0.16% |
5,397,126
-94,976
| -2% | -$35.5M |
|
122
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $2B | 0.15% |
34,194,339
-183,204
| -0.5% | -$10.7M |
|
123
ASML
ASML
$292B
| $1.99B | 0.15% |
1,944,864
+266,416
| +16% | +$272M |
|
124
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.97B | 0.15% |
45,118,242
+75,082
| +0.2% | +$3.29M |
|
125
iShares MSCI EAFE ETF
EFA
$66B
| $1.96B | 0.15% |
25,073,940
-2,636,426
| -10% | -$207M |
|