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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Roblox
RBLX
|
$1.23B |
| 4 |
Wayfair
W
|
$1.05B |
| 5 |
CrowdStrike
CRWD
|
$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Starbucks
SBUX
$99.2B
| $1.46B | 0.19% |
13,016,786
+396,104
| +3% | +$44.3M |
|
127
ARK Innovation ETF
ARKK
$7.43B
| $1.42B | 0.19% |
10,884,045
+164,351
| +2% | +$21.5M |
|
128
Datadog
DDOG
$46.2B
| $1.42B | 0.19% |
13,609,503
+2,840,749
| +26% | +$296M |
|
129
Zoetis
ZTS
$67.6B
| $1.41B | 0.19% |
7,561,487
+333,952
| +5% | +$62.2M |
|
130
Broadcom
AVGO
$1.42T
| $1.39B | 0.18% |
29,186,760
-4,210,070
| -13% | -$201M |
|
131
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $1.37B | 0.18% |
21,607,444
+262,636
| +1% | +$16.6M |
|
132
First Trust Value Line Dividend Fund
FVD
$9.1B
| $1.36B | 0.18% |
34,216,062
+466,006
| +1% | +$18.5M |
|
133
Exxon Mobil
XOM
$477B
| $1.36B | 0.18% |
21,534,216
-5,971,930
| -22% | -$377M |
|
134
Vanguard Mid-Cap ETF
VO
$86.8B
| $1.35B | 0.18% |
5,670,557
+27,996
| +0.5% | +$6.64M |
|
135
Fidelity National Information Services
FIS
$35.6B
| $1.33B | 0.18% |
9,386,746
-78,361
| -0.8% | -$11.1M |
|
136
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| $1.32B | 0.17% |
11,622,001
-2,215,898
| -16% | -$251M |
|
137
Vanguard Small-Cap ETF
VB
$65.9B
| $1.29B | 0.17% |
5,718,586
-236,253
| -4% | -$53.2M |
|
138
HDFC Bank
HDB
$181B
| $1.29B | 0.17% |
17,600,307
+33,198
| +0.2% | +$2.43M |
|
139
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.29B | 0.17% |
23,333,929
-2,365,032
| -9% | -$130M |
|
140
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $1.28B | 0.17% |
3,720,663
+811,220
| +28% | +$280M |
|
141
iShares TIPS Bond ETF
TIP
$13.5B
| $1.27B | 0.17% |
9,956,268
+160,086
| +2% | +$20.5M |
|
142
Technology Select Sector SPDR Fund
XLK
$83.6B
| $1.21B | 0.16% |
8,199,579
-343,799
| -4% | -$50.8M |
|
143
MongoDB
MDB
$25.5B
| $1.21B | 0.16% |
3,336,072
+646,448
| +24% | +$234M |
|
144
Estee Lauder
EL
$33.1B
| $1.2B | 0.16% |
3,778,605
+1,895,658
| +101% | +$603M |
|
145
iShares Russell 2000 Value ETF
IWN
$11.7B
| $1.18B | 0.16% |
7,109,558
-968,138
| -12% | -$160M |
|
146
3M
MMM
$81B
| $1.17B | 0.15% |
7,060,989
+996,024
| +16% | +$165M |
|
147
iShares Russell 2000 Growth ETF
IWO
$12.3B
| $1.17B | 0.15% |
3,739,592
+366,114
| +11% | +$114M |
|
148
American Tower
AMT
$91.9B
| $1.15B | 0.15% |
4,272,674
+900,101
| +27% | +$243M |
|
|
149
CrowdStrike
CRWD
$104B
| $1.15B | 0.15% |
4,563,798
+3,152,219
| +223% | +$792M |
|
150
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.14B | 0.15% |
15,435,038
-67,809
| -0.4% | -$4.99M |
|