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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
AT&T
T
$209B
| $1.47B | 0.18% |
59,556,175
+2,149,641
| +4% | +$52.9M |
|
127
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.45B | 0.18% |
8,359,776
+2,959
| +0% | +$514K |
|
128
Lockheed Martin
LMT
$106B
| $1.44B | 0.18% |
4,047,707
+369,832
| +10% | +$131M |
|
129
American Tower
AMT
$95.5B
| $1.4B | 0.17% |
4,770,742
+503,295
| +12% | +$147M |
|
130
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.39B | 0.17% |
28,538,546
+7,309,216
| +34% | +$357M |
|
131
Fidelity National Information Services
FIS
$36.5B
| $1.39B | 0.17% |
12,693,244
+3,170,985
| +33% | +$346M |
|
132
Vanguard Small-Cap ETF
VB
$66.4B
| $1.38B | 0.17% |
6,108,295
+196,379
| +3% | +$44.4M |
|
133
Zoetis
ZTS
$69.3B
| $1.38B | 0.17% |
5,650,181
-613,267
| -10% | -$150M |
|
134
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $1.37B | 0.17% |
22,301,576
+180,155
| +0.8% | +$11M |
|
135
MongoDB
MDB
$25.7B
| $1.34B | 0.17% |
2,538,421
-40,928
| -2% | -$21.7M |
|
136
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.31B | 0.16% |
15,315,883
+966,374
| +7% | +$82.7M |
|
137
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.3B | 0.16% |
16,065,630
+571,180
| +4% | +$46.2M |
|
138
Texas Instruments
TXN
$184B
| $1.3B | 0.16% |
6,894,810
+1,451,787
| +27% | +$274M |
|
139
IBM
IBM
$227B
| $1.3B | 0.16% |
9,712,381
-1,598,837
| -14% | -$214M |
|
140
Roper Technologies
ROP
$56.6B
| $1.28B | 0.16% |
2,599,316
-9,413
| -0.4% | -$4.63M |
|
141
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $1.27B | 0.16% |
25,216,449
+1,302,860
| +5% | +$65.8M |
|
142
HDFC Bank
HDB
$182B
| $1.27B | 0.16% |
19,541,866
+486,819
| +3% | +$31.7M |
|
143
Carvana
CVNA
$51.4B
| $1.26B | 0.16% |
5,445,493
-20,054
| -0.4% | -$4.65M |
|
144
Wells Fargo
WFC
$263B
| $1.24B | 0.15% |
25,942,270
+7,266,083
| +39% | +$349M |
|
145
iShares Russell 2000 Value ETF
IWN
$11.8B
| $1.23B | 0.15% |
7,410,414
+274,449
| +4% | +$45.6M |
|
146
Moderna
MRNA
$9.37B
| $1.23B | 0.15% |
4,840,856
-820,531
| -14% | -$208M |
|
147
ASML
ASML
$292B
| $1.23B | 0.15% |
1,543,700
+34,902
| +2% | +$27.8M |
|
|
GTM
148
ZoomInfo Technologies
GTM
$3.47B
| $1.22B | 0.15% |
18,970,352
+1,042,136
| +6% | +$66.9M |
|
149
Boeing
BA
$177B
| $1.2B | 0.15% |
5,960,727
-121,402
| -2% | -$24.4M |
|
150
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $1.2B | 0.15% |
58,912,888
+3,537,120
| +6% | +$71.9M |
|