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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $2.43B | 0.17% | 12,423,454 +278,700 | +2% | +$54.6M |
|
102
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $2.39B | 0.17% | 41,514,457 +2,107,737 | +5% | +$121M |
|
103
Sherwin-Williams
SHW
$91.2B
| $2.36B | 0.17% | 6,931,487 +488,202 | +8% | +$166M |
|
104
Texas Instruments
TXN
$184B
| $2.33B | 0.16% | 12,451,309 +126,069 | +1% | +$23.6M |
|
105
Becton Dickinson
BDX
$55.3B
| $2.32B | 0.16% | 10,237,385 -742,840 | -7% | -$169M |
|
106
Technology Select Sector SPDR Fund
XLK
$83.9B
| $2.29B | 0.16% | 9,863,151 +222,587 | +2% | +$51.8M |
|
107
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $2.29B | 0.16% | 18,074,393 +7,260,002 | +67% | +$920M |
|
108
Arista Networks
ANET
$172B
| $2.28B | 0.16% | 20,654,474 +15,668,124 | +314% | +$1.73B |
|
109
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $2.24B | 0.16% | 35,993,587 +1,437,384 | +4% | +$89.6M |
|
110
Union Pacific
UNP
$133B
| $2.22B | 0.16% | 9,716,613 -16,153 | -0.2% | -$3.68M |
|
111
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.21B | 0.15% | 19,156,050 +485,060 | +3% | +$55.9M |
|
112
AT&T
T
$209B
| $2.2B | 0.15% | 96,738,375 +11,361,521 | +13% | +$259M |
|
113
Palantir
PLTR
$372B
| $2.18B | 0.15% | 28,836,084 +6,008,349 | +26% | +$454M |
|
114
Progressive
PGR
$145B
| $2.16B | 0.15% | 8,996,220 -63,306 | -0.7% | -$15.2M |
|
115
Intel
INTC
$107B
| $2.12B | 0.15% | 105,553,818 +59,284,220 | +128% | +$1.19B |
|
116
Fiserv
FI
$75.1B
| $2.12B | 0.15% | 10,299,695 +1,314,038 | +15% | +$270M |
|
117
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $2.09B | 0.15% | 47,434,337 -300,180 | -0.6% | -$13.2M |
|
118
Comcast
CMCSA
$125B
| $2.08B | 0.15% | 55,381,348 +241,522 | +0.4% | +$9.06M |
|
119
ConocoPhillips
COP
$124B
| $2.07B | 0.14% | 20,853,549 +2,902,800 | +16% | +$288M |
|
120
Airbnb
ABNB
$79.9B
| $2.05B | 0.14% | 15,588,689 -1,608,352 | -9% | -$211M |
|
|
MSLC
121
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.3B
| $2.03B | 0.14% | +42,204,466 | New | +$2.03B |
|
122
Vanguard Mid-Cap ETF
VO
$87.5B
| $2.03B | 0.14% | 7,673,828 +302,028 | +4% | +$79.8M |
|
123
Citigroup
C
$178B
| $2.01B | 0.14% | 28,543,907 +2,807,001 | +11% | +$198M |
|
124
Stryker
SYK
$150B
| $2B | 0.14% | 5,563,447 +367,905 | +7% | +$132M |
|
125
Sempra
SRE
$53.9B
| $1.98B | 0.14% | 22,523,004 -1,743,099 | -7% | -$153M |
|