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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CME Group
CME
$99.8B
| $2.41B | 0.15% |
8,902,438
-536,400
|
|
||
127
Stryker
SYK
$144B
| $2.39B | 0.14% |
6,456,583
+236,327
|
|
||
128
Charles Schwab
SCHW
$161B
| $2.36B | 0.14% |
24,726,202
+637,348
|
|
||
129
iShares Core S&P US Growth ETF
IUSG
$25.7B
| $2.31B | 0.14% |
14,020,198
-26,111
|
|
||
130
Danaher
DHR
$163B
| $2.3B | 0.14% |
11,605,035
+272,354
|
|
||
131
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.4B
| $2.28B | 0.14% |
24,806,177
+2,047,165
|
|
||
132
Applied Materials
AMAT
$192B
| $2.27B | 0.14% |
11,097,823
+318,679
|
|
||
133
Texas Instruments
TXN
$146B
| $2.25B | 0.14% |
12,224,953
+566,765
|
|
||
134
Amphenol
APH
$168B
| $2.24B | 0.14% |
18,121,298
-1,456,462
|
|
||
135
Northrop Grumman
NOC
$81.8B
| $2.23B | 0.14% |
3,664,751
-467,017
|
|
||
136
Starbucks
SBUX
$97.2B
| $2.22B | 0.13% |
26,185,239
+1,351,640
|
|
||
|
137
Synopsys
SNPS
$74B
| $2.2B | 0.13% |
4,464,063
+2,600,089
|
|
||
138
Coupang
CPNG
$50.6B
| $2.19B | 0.13% |
68,091,069
-1,203,021
|
|
||
139
Aon
AON
$75.4B
| $2.19B | 0.13% |
6,136,386
-3,331,026
|
|
||
140
Trane Technologies
TT
$92.6B
| $2.15B | 0.13% |
5,092,252
+91,784
|
|
||
141
iShares Core S&P Small-Cap ETF
IJR
$87.3B
| $2.14B | 0.13% |
17,977,551
-158,323
|
|
||
142
Boeing
BA
$139B
| $2.08B | 0.13% |
9,640,429
-289,397
|
|
||
143
Snowflake
SNOW
$84B
| $2.07B | 0.13% |
9,169,198
-405,142
|
|
||
144
Ecolab
ECL
$77.8B
| $2.04B | 0.12% |
7,441,337
+220,412
|
|
||
145
Prologis
PLD
$119B
| $2.04B | 0.12% |
17,778,475
-2,880,301
|
|
||
146
Boston Scientific
BSX
$150B
| $2.02B | 0.12% |
20,714,248
+450,584
|
|
||
147
Vanguard Small-Cap ETF
VB
$68.2B
| $1.98B | 0.12% |
7,779,544
+34,622
|
|
||
148
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.1B
| $1.95B | 0.12% |
4,212,733
-332,090
|
|
||
149
Roper Technologies
ROP
$48B
| $1.95B | 0.12% |
3,910,275
+247,743
|
|
||
150
Deere & Co
DE
$135B
| $1.95B | 0.12% |
4,259,702
-116,088
|
|