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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core S&P Small-Cap ETF
IJR
$103B
| $2.27B | 0.14% |
18,233,380
+169,291
|
|
||
127
Accenture
ACN
$110B
| $2.26B | 0.14% |
11,421,529
+3,885,528
|
|
||
128
Booking.com
BKNG
$125B
| $2.26B | 0.14% |
13,437,525
-1,418,250
|
|
||
129
iShares Core S&P US Growth ETF
IUSG
$31.7B
| $2.26B | 0.14% |
14,545,035
+539,678
|
|
||
130
Applovin
APP
$162B
| $2.23B | 0.13% |
5,604,841
+43,195
|
|
||
131
Starbucks
SBUX
$118B
| $2.23B | 0.13% |
24,863,710
+3,587,774
|
|
||
132
Amphenol
APH
$162B
| $2.21B | 0.13% |
17,512,450
-673,497
|
|
||
133
Trane Technologies
TT
$99.7B
| $2.21B | 0.13% |
5,302,761
+247,340
|
|
||
134
DoorDash
DASH
$69.8B
| $2.18B | 0.13% |
14,503,912
-3,032,912
|
|
||
135
Western Digital
WDC
$167B
| $2.15B | 0.13% |
7,939,106
-1,005,556
|
|
||
136
Corning
GLW
$167B
| $2.13B | 0.13% |
15,666,934
+460,373
|
|
||
137
Danaher
DHR
$122B
| $2.13B | 0.13% |
11,209,240
+564,678
|
|
||
138
Vanguard Small-Cap ETF
VB
$77.5B
| $2.11B | 0.13% |
8,041,306
+176,763
|
|
||
139
Boeing
BA
$173B
| $2.1B | 0.13% |
10,543,931
-69,897
|
|
||
140
VanEck Semiconductor ETF
SMH
$64.4B
| $2.09B | 0.13% |
5,462,872
+2,805,332
|
|
||
141
Royalty Pharma
RPRX
$24.2B
| $2.09B | 0.13% |
43,571,633
-11,702,436
|
|
||
142
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
| $2.09B | 0.13% |
26,248,048
+8,032,725
|
|
||
143
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.5B
| $2.08B | 0.13% |
25,132,794
+1,084,388
|
|
||
144
Ecolab
ECL
$71.3B
| $2.07B | 0.12% |
7,791,023
-92,061
|
|
||
145
Charles Schwab
SCHW
$157B
| $2.07B | 0.12% |
22,033,942
-1,199,293
|
|
||
146
Stryker
SYK
$121B
| $2.07B | 0.12% |
6,297,555
+47,970
|
|
||
147
SLB Ltd
SLB
$85.6B
| $2.06B | 0.12% |
40,159,562
+3,064,319
|
|
||
148
Aon
AON
$69.4B
| $2.06B | 0.12% |
6,374,945
+804,439
|
|
||
149
iShares Gold Trust
IAU
$70B
| $2.05B | 0.12% |
23,258,601
-1,637,142
|
|
||
150
Nu Holdings
NU
$61.9B
| $2.04B | 0.12% |
141,628,383
+20,277,682
|
|