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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.48B | 0.17% |
39,172,754
+6,765,030
| +21% | +$256M |
|
127
Gilead Sciences
GILD
$140B
| $1.48B | 0.17% |
17,196,950
+1,780,489
| +12% | +$153M |
|
128
Roper Technologies
ROP
$55.7B
| $1.47B | 0.17% |
3,409,974
+95,728
| +3% | +$41.4M |
|
129
Stryker
SYK
$149B
| $1.46B | 0.17% |
5,978,782
+1,066,751
| +22% | +$261M |
|
130
S&P Global
SPGI
$165B
| $1.45B | 0.16% |
4,318,418
+1,437,116
| +50% | +$481M |
|
131
DoorDash
DASH
$107B
| $1.42B | 0.16% |
29,086,197
+1,384,006
| +5% | +$67.6M |
|
132
Cloudflare
NET
$71.7B
| $1.42B | 0.16% |
31,352,114
-1,791,076
| -5% | -$81M |
|
133
Intel
INTC
$104B
| $1.41B | 0.16% |
53,342,230
+12,241,200
| +30% | +$324M |
|
134
Medtronic
MDT
$119B
| $1.39B | 0.16% |
17,927,170
-82,726
| -0.5% | -$6.43M |
|
135
Vanguard Mid-Cap ETF
VO
$86.6B
| $1.39B | 0.16% |
6,816,153
+517,671
| +8% | +$106M |
|
136
Palo Alto Networks
PANW
$127B
| $1.38B | 0.16% |
9,921,194
+547,764
| +6% | +$76.4M |
|
|
XYZ
137
Block, Inc.
XYZ
$46.3B
| $1.37B | 0.16% |
21,794,350
-1,225,112
| -5% | -$77M |
|
138
First Trust Value Line Dividend Fund
FVD
$9.07B
| $1.36B | 0.15% |
34,140,846
-93,130
| -0.3% | -$3.72M |
|
139
Vanguard Real Estate ETF
VNQ
$34.1B
| $1.36B | 0.15% |
16,464,307
+194,301
| +1% | +$16M |
|
140
United Parcel Service
UPS
$72.4B
| $1.34B | 0.15% |
7,730,090
+1,949,775
| +34% | +$339M |
|
141
Intuit
INTU
$186B
| $1.34B | 0.15% |
3,444,913
+1,027,752
| +43% | +$400M |
|
142
PayPal
PYPL
$66.1B
| $1.32B | 0.15% |
18,560,073
+1,995,271
| +12% | +$142M |
|
143
3M
MMM
$81.1B
| $1.29B | 0.15% |
10,769,973
+825,223
| +8% | +$99M |
|
144
Valero Energy
VLO
$48.2B
| $1.28B | 0.15% |
10,065,228
+395,771
| +4% | +$50.2M |
|
145
American Electric Power
AEP
$58.6B
| $1.27B | 0.14% |
13,357,327
+2,560,192
| +24% | +$243M |
|
146
Datadog
DDOG
$46B
| $1.25B | 0.14% |
16,944,701
-464,024
| -3% | -$34.1M |
|
147
ASML
ASML
$289B
| $1.23B | 0.14% |
2,256,710
-502,160
| -18% | -$274M |
|
148
Sherwin-Williams
SHW
$90.5B
| $1.23B | 0.14% |
5,180,068
+1,747,586
| +51% | +$415M |
|
149
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.6B
| $1.23B | 0.14% |
3,700,255
+510,953
| +16% | +$169M |
|
150
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $1.21B | 0.14% |
24,107,435
-1,140,711
| -5% | -$57.2M |
|