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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Sherwin-Williams
SHW
$91.2B
| $3.4B | 0.15% |
10,888,786
+5,824,829
| +115% | +$1.82B |
|
127
Applied Materials
AMAT
$128B
| $3.34B | 0.15% |
20,596,056
+10,600,769
| +106% | +$1.72B |
|
128
Trade Desk
TTD
$26.7B
| $3.31B | 0.15% |
45,956,906
+18,641,217
| +68% | +$1.34B |
|
129
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $3.28B | 0.14% |
24,068,730
+12,236,977
| +103% | +$1.67B |
|
130
Vanguard Mid-Cap ETF
VO
$87.5B
| $3.27B | 0.14% |
14,071,770
+7,408,244
| +111% | +$1.72B |
|
131
Stryker
SYK
$150B
| $3.26B | 0.14% |
10,899,978
+5,584,751
| +105% | +$1.67B |
|
132
Roblox
RBLX
$86.4B
| $3.26B | 0.14% |
71,225,716
+30,211,601
| +74% | +$1.38B |
|
133
Sempra
SRE
$53.9B
| $3.24B | 0.14% |
43,394,990
+33,060,817
| +320% | +$2.47B |
|
134
Spotify
SPOT
$140B
| $3.19B | 0.14% |
16,957,006
+7,772,829
| +85% | +$1.46B |
|
135
American Tower
AMT
$95.5B
| $3.18B | 0.14% |
14,712,508
+7,442,551
| +102% | +$1.61B |
|
136
Mondelez International
MDLZ
$79.5B
| $3.17B | 0.14% |
43,741,890
+22,116,129
| +102% | +$1.6B |
|
137
Airbnb
ABNB
$79.9B
| $3.17B | 0.14% |
23,262,058
+11,857,270
| +104% | +$1.61B |
|
138
CDW
CDW
$21.6B
| $3.12B | 0.14% |
13,717,594
+7,021,387
| +105% | +$1.6B |
|
139
Colgate-Palmolive
CL
$67.9B
| $3.09B | 0.14% |
38,810,984
+21,994,997
| +131% | +$1.75B |
|
140
Crown Castle
CCI
$43.2B
| $3.05B | 0.13% |
26,459,890
+13,381,029
| +102% | +$1.54B |
|
141
Moody's
MCO
$91.4B
| $3.04B | 0.13% |
7,794,500
+3,967,734
| +104% | +$1.55B |
|
142
Booking.com
BKNG
$181B
| $3.03B | 0.13% |
854,442
+463,561
| +119% | +$1.64B |
|
143
Bristol-Myers Squibb
BMY
$96B
| $3.02B | 0.13% |
58,762,942
+22,140,985
| +60% | +$1.14B |
|
144
Vanguard Small-Cap ETF
VB
$66.4B
| $2.99B | 0.13% |
14,035,592
+7,108,356
| +103% | +$1.52B |
|
145
Citigroup
C
$178B
| $2.93B | 0.13% |
56,883,926
+32,302,024
| +131% | +$1.66B |
|
146
iShares MSCI Emerging Markets ETF
EEM
$19B
| $2.92B | 0.13% |
72,725,664
+35,335,343
| +95% | +$1.42B |
|
147
Gilead Sciences
GILD
$140B
| $2.88B | 0.13% |
35,603,436
+18,693,817
| +111% | +$1.51B |
|
148
Lam Research
LRCX
$127B
| $2.87B | 0.13% |
3,663,728
+1,805,810
| +97% | +$1.41B |
|
149
AT&T
T
$209B
| $2.84B | 0.12% |
168,986,760
+75,948,348
| +82% | +$1.27B |
|
150
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $2.82B | 0.12% |
30,892,338
+14,749,109
| +91% | +$1.35B |
|