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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Stryker
SYK
$149B
| $1.55B | 0.15% |
5,091,499
-78,890
| -2% | -$24.1M |
|
127
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $1.55B | 0.15% |
16,906,064
-146,402
| -0.9% | -$13.4M |
|
128
AT&T
T
$208B
| $1.55B | 0.15% |
97,115,959
-7,014,317
| -7% | -$112M |
|
129
T-Mobile US
TMUS
$284B
| $1.55B | 0.15% |
11,151,000
+229,815
| +2% | +$31.9M |
|
130
Air Products & Chemicals
APD
$64.8B
| $1.52B | 0.15% |
5,067,418
+92,937
| +2% | +$27.8M |
|
131
Spotify
SPOT
$143B
| $1.5B | 0.15% |
9,348,445
+194,213
| +2% | +$31.2M |
|
132
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $1.47B | 0.14% |
19,417,846
-1,727,196
| -8% | -$131M |
|
133
Royalty Pharma
RPRX
$15.8B
| $1.46B | 0.14% |
47,429,861
+79,403
| +0.2% | +$2.44M |
|
134
Roblox
RBLX
$92.5B
| $1.45B | 0.14% |
36,086,267
-651,438
| -2% | -$26.3M |
|
135
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $1.44B | 0.14% |
4,191,076
+888,636
| +27% | +$306M |
|
136
Vanguard Mid-Cap ETF
VO
$86.8B
| $1.44B | 0.14% |
6,531,220
+227,026
| +4% | +$50M |
|
137
Technology Select Sector SPDR Fund
XLK
$83.6B
| $1.42B | 0.14% |
8,192,184
+1,020,218
| +14% | +$177M |
|
138
Illumina
ILMN
$15.2B
| $1.41B | 0.14% |
7,756,226
+2,908,511
| +60% | +$530M |
|
139
Crown Castle
CCI
$42.3B
| $1.37B | 0.13% |
12,014,479
-336,261
| -3% | -$38.3M |
|
140
Applied Materials
AMAT
$124B
| $1.36B | 0.13% |
9,425,207
-1,323,519
| -12% | -$191M |
|
141
American Tower
AMT
$91.9B
| $1.36B | 0.13% |
7,011,927
-503,098
| -7% | -$97.6M |
|
142
Arthur J. Gallagher & Co
AJG
$77.9B
| $1.36B | 0.13% |
6,174,558
+3,228,744
| +110% | +$709M |
|
143
Vanguard Small-Cap ETF
VB
$65.9B
| $1.34B | 0.13% |
6,735,560
+266,920
| +4% | +$53.1M |
|
144
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $1.33B | 0.13% |
13,810,959
+1,385,126
| +11% | +$134M |
|
145
Cigna
CI
$80.2B
| $1.33B | 0.13% |
4,747,991
+1,047,133
| +28% | +$294M |
|
146
Moody's
MCO
$89B
| $1.33B | 0.13% |
3,820,816
-78,886
| -2% | -$27.4M |
|
147
Sherwin-Williams
SHW
$90.5B
| $1.32B | 0.13% |
4,988,386
-425,830
| -8% | -$113M |
|
148
Vanguard Real Estate ETF
VNQ
$34.1B
| $1.31B | 0.13% |
15,658,456
-464,843
| -3% | -$38.8M |
|
149
United Parcel Service
UPS
$72.3B
| $1.31B | 0.13% |
7,287,814
-188,234
| -3% | -$33.7M |
|
150
Charles Schwab
SCHW
$175B
| $1.3B | 0.13% |
22,986,887
+574,302
| +3% | +$32.6M |
|