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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Air Products & Chemicals
APD
$64.8B
| $1.5B | 0.15% |
5,302,455
+235,037
| +5% | +$66.6M |
|
127
Mondelez International
MDLZ
$79.3B
| $1.5B | 0.15% |
21,625,761
-1,579,603
| -7% | -$110M |
|
128
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.49B | 0.15% |
16,446,818
+579,694
| +4% | +$52.4M |
|
129
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $1.48B | 0.15% |
16,143,229
-762,835
| -5% | -$70M |
|
130
Coupang
CPNG
$51.6B
| $1.47B | 0.15% |
86,750,630
-25,887,623
| -23% | -$440M |
|
131
Stryker
SYK
$149B
| $1.45B | 0.15% |
5,315,227
+223,728
| +4% | +$61.1M |
|
132
Cigna
CI
$80.2B
| $1.42B | 0.14% |
4,973,106
+225,115
| +5% | +$64.4M |
|
133
Spotify
SPOT
$143B
| $1.42B | 0.14% |
9,184,177
-164,268
| -2% | -$25.4M |
|
134
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.42B | 0.14% |
37,390,321
-7,115,415
| -16% | -$270M |
|
135
Arthur J. Gallagher & Co
AJG
$77.9B
| $1.42B | 0.14% |
6,209,557
+34,999
| +0.6% | +$7.98M |
|
136
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $1.41B | 0.14% |
15,447,394
+1,636,435
| +12% | +$150M |
|
137
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $1.41B | 0.14% |
18,708,479
-709,367
| -4% | -$53.3M |
|
138
AT&T
T
$208B
| $1.4B | 0.14% |
93,038,412
-4,077,547
| -4% | -$61.2M |
|
139
Vanguard Mid-Cap ETF
VO
$86.8B
| $1.39B | 0.14% |
6,663,526
+132,306
| +2% | +$27.6M |
|
140
Applied Materials
AMAT
$124B
| $1.38B | 0.14% |
9,995,287
+570,080
| +6% | +$78.9M |
|
141
CDW
CDW
$21.4B
| $1.35B | 0.14% |
6,696,207
-179,058
| -3% | -$36.1M |
|
142
Emerson Electric
EMR
$72.9B
| $1.33B | 0.14% |
13,750,393
+1,008,294
| +8% | +$97.4M |
|
143
Vanguard Small-Cap ETF
VB
$65.9B
| $1.31B | 0.13% |
6,927,236
+191,676
| +3% | +$36.2M |
|
144
Royalty Pharma
RPRX
$15.8B
| $1.31B | 0.13% |
48,132,615
+702,754
| +1% | +$19.1M |
|
145
Sherwin-Williams
SHW
$90.5B
| $1.29B | 0.13% |
5,063,957
+75,571
| +2% | +$19.3M |
|
146
BILL Holdings
BILL
$4.69B
| $1.28B | 0.13% |
11,780,538
+957,895
| +9% | +$104M |
|
147
Valero Energy
VLO
$48.3B
| $1.27B | 0.13% |
8,961,603
+517,068
| +6% | +$73.3M |
|
148
Gilead Sciences
GILD
$140B
| $1.27B | 0.13% |
16,909,619
+158,794
| +0.9% | +$11.9M |
|
149
Charles Schwab
SCHW
$175B
| $1.24B | 0.13% |
22,622,318
-364,569
| -2% | -$20M |
|
150
Elevance Health
ELV
$72.4B
| $1.21B | 0.12% |
2,784,714
+46,322
| +2% | +$20.2M |
|