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 |
Alphabet (Google) Class A
GOOGL
|
$8.55B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.76B |
| 3 |
Tesla
TSLA
|
$3.67B |
| 4 |
Palo Alto Networks
PANW
|
$1.06B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$752M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Roper Technologies
ROP
$55.7B
| $1.19B | 0.16% |
3,314,246
+200,427
| +6% | +$72.1M |
|
127
Vanguard Mid-Cap ETF
VO
$86.6B
| $1.18B | 0.16% |
6,298,482
-23,579
| -0.4% | -$4.43M |
|
128
iShares MSCI EAFE ETF
EFA
$65.4B
| $1.16B | 0.16% |
20,783,986
+938,478
| +5% | +$52.6M |
|
129
ASML
ASML
$289B
| $1.15B | 0.16% |
2,758,870
-397,704
| -13% | -$165M |
|
130
Oracle
ORCL
$631B
| $1.14B | 0.16% |
18,708,464
+197,317
| +1% | +$12.1M |
|
131
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.13B | 0.15% |
32,407,724
+4,392,014
| +16% | +$153M |
|
132
Elevance Health
ELV
$71.8B
| $1.13B | 0.15% |
2,478,103
+18,094
| +0.7% | +$8.22M |
|
133
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $1.12B | 0.15% |
25,248,146
+529,576
| +2% | +$23.5M |
|
134
Vanguard Small-Cap ETF
VB
$66B
| $1.11B | 0.15% |
6,470,351
+82,914
| +1% | +$14.2M |
|
135
Wells Fargo
WFC
$260B
| $1.1B | 0.15% |
27,448,591
+1,376,863
| +5% | +$55.4M |
|
136
3M
MMM
$81.2B
| $1.1B | 0.15% |
9,944,750
+4,252,138
| +75% | +$470M |
|
137
Fidelity National Information Services
FIS
$35.5B
| $1.1B | 0.15% |
14,495,951
-843,000
| -5% | -$63.7M |
|
138
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $1.09B | 0.15% |
10,610,284
+354,304
| +3% | +$36.3M |
|
139
BILL Holdings
BILL
$4.73B
| $1.07B | 0.15% |
8,078,194
+867,938
| +12% | +$115M |
|
140
Intel
INTC
$104B
| $1.06B | 0.14% |
41,101,030
-2,269,937
| -5% | -$58.5M |
|
141
iShares TIPS Bond ETF
TIP
$13.5B
| $1.05B | 0.14% |
10,015,272
-1,362,054
| -12% | -$143M |
|
142
Citigroup
C
$174B
| $1.05B | 0.14% |
25,186,118
-2,431,339
| -9% | -$101M |
|
143
Advanced Micro Devices
AMD
$264B
| $1.04B | 0.14% |
16,482,215
+2,622,408
| +19% | +$166M |
|
144
Financial Select Sector SPDR Fund
XLF
$53.5B
| $1.04B | 0.14% |
34,377,299
-8,441,379
| -20% | -$256M |
|
145
HDFC Bank
HDB
$180B
| $1.04B | 0.14% |
17,739,389
-257,701
| -1% | -$15.1M |
|
146
Valero Energy
VLO
$48.1B
| $1.03B | 0.14% |
9,669,457
-83,200
| -0.9% | -$8.89M |
|
|
GTM
147
ZoomInfo Technologies
GTM
$3.26B
| $1.02B | 0.14% |
24,505,970
+1,718,671
| +8% | +$71.6M |
|
148
Alibaba
BABA
$326B
| $1.01B | 0.14% |
12,672,951
+1,725,883
| +16% | +$138M |
|
149
Prologis
PLD
$103B
| $1B | 0.14% |
9,848,787
+694,638
| +8% | +$70.6M |
|
150
Air Products & Chemicals
APD
$64.9B
| $1B | 0.14% |
4,298,279
+264,035
| +7% | +$61.4M |
|