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 |
Amazon
AMZN
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Mid-Cap ETF
VO
$86.6B
| $1.25B | 0.16% |
6,322,061
+321,551
| +5% | +$63.3M |
|
127
Alibaba
BABA
$326B
| $1.24B | 0.16% |
10,947,068
+823,259
| +8% | +$93.6M |
|
128
iShares MSCI EAFE ETF
EFA
$65.4B
| $1.24B | 0.16% |
19,845,508
-246,884
| -1% | -$15.4M |
|
129
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $1.23B | 0.16% |
24,718,570
+2,006,187
| +9% | +$100M |
|
130
Roper Technologies
ROP
$55.7B
| $1.23B | 0.16% |
3,113,819
+494,917
| +19% | +$195M |
|
131
Realty Income
O
$52.8B
| $1.21B | 0.16% |
17,742,904
+2,674,765
| +18% | +$183M |
|
132
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.21B | 0.16% |
16,926,294
-131,007
| -0.8% | -$9.37M |
|
|
133
Veeva Systems
VEEV
$44.4B
| $1.2B | 0.16% |
6,046,674
-3,302,229
| -35% | -$654M |
|
134
Deere & Co
DE
$128B
| $1.19B | 0.15% |
3,984,025
+1,130,391
| +40% | +$339M |
|
135
Elevance Health
ELV
$71.8B
| $1.19B | 0.15% |
2,460,009
+980,223
| +66% | +$473M |
|
136
ConocoPhillips
COP
$119B
| $1.18B | 0.15% |
13,113,792
+5,273,359
| +67% | +$474M |
|
137
PayPal
PYPL
$66.1B
| $1.17B | 0.15% |
16,735,382
+4,643,672
| +38% | +$324M |
|
138
Goldman Sachs
GS
$221B
| $1.16B | 0.15% |
3,894,742
+652,836
| +20% | +$194M |
|
139
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $1.13B | 0.15% |
10,255,980
+947,403
| +10% | +$104M |
|
140
T-Mobile US
TMUS
$285B
| $1.13B | 0.15% |
8,363,516
+2,027,440
| +32% | +$273M |
|
141
Vanguard Small-Cap ETF
VB
$66B
| $1.12B | 0.15% |
6,387,437
+202,671
| +3% | +$35.7M |
|
142
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.12B | 0.15% |
28,015,710
+524,655
| +2% | +$21M |
|
143
Mondelez International
MDLZ
$78.3B
| $1.12B | 0.15% |
18,049,867
+5,590,236
| +45% | +$347M |
|
144
ICICI Bank
IBN
$113B
| $1.12B | 0.15% |
63,147,431
-22,327,488
| -26% | -$396M |
|
145
Gilead Sciences
GILD
$140B
| $1.1B | 0.14% |
17,826,626
+4,321,514
| +32% | +$267M |
|
146
Caterpillar
CAT
$193B
| $1.1B | 0.14% |
6,150,333
+1,663,370
| +37% | +$297M |
|
147
Prologis
PLD
$103B
| $1.08B | 0.14% |
9,154,149
+2,128,034
| +30% | +$250M |
|
148
Exelon
EXC
$43.6B
| $1.07B | 0.14% |
23,705,188
+4,962,919
| +26% | +$225M |
|
149
Advanced Micro Devices
AMD
$264B
| $1.06B | 0.14% |
13,859,807
+3,325,945
| +32% | +$254M |
|
150
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
| $1.06B | 0.14% |
14,677,378
+1,801,281
| +14% | +$130M |
|