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 |
Altria Group
MO
|
$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
$210M |
| 5 |
Infosys
INFY
|
$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.88B | 0.15% |
22,520,770
-13,044,838
| -37% | -$1.09B |
|
127
Vanguard FTSE Emerging Markets ETF
VWO
$96.1B
| $1.88B | 0.15% |
45,043,160
-46,369,926
| -51% | -$1.94B |
|
128
Technology Select Sector SPDR Fund
XLK
$84B
| $1.87B | 0.15% |
8,987,534
-11,075,384
| -55% | -$2.31B |
|
129
Lam Research
LRCX
$127B
| $1.86B | 0.15% |
19,116,840
-17,520,440
| -48% | -$1.7B |
|
130
Stryker
SYK
$151B
| $1.86B | 0.15% |
5,187,585
-5,712,393
| -52% | -$2.04B |
|
131
CrowdStrike
CRWD
$104B
| $1.85B | 0.15% |
5,785,798
-4,837,612
| -46% | -$1.55B |
|
132
Micron Technology
MU
$139B
| $1.85B | 0.15% |
15,666,896
-12,268,246
| -44% | -$1.45B |
|
133
Trade Desk
TTD
$25.4B
| $1.81B | 0.15% |
20,760,269
-25,196,637
| -55% | -$2.2B |
|
134
Vanguard Mid-Cap ETF
VO
$87.4B
| $1.8B | 0.14% |
7,201,216
-6,870,554
| -49% | -$1.72B |
|
135
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.73B | 0.14% |
11,679,679
-12,389,051
| -51% | -$1.83B |
|
136
GE Aerospace
GE
$299B
| $1.72B | 0.14% |
12,299,846
-11,981,204
| -49% | -$1.68B |
|
137
CDW
CDW
$21.8B
| $1.71B | 0.14% |
6,699,262
-7,018,332
| -51% | -$1.8B |
|
138
Progressive
PGR
$146B
| $1.7B | 0.14% |
8,234,239
-6,928,341
| -46% | -$1.43B |
|
139
Boeing
BA
$174B
| $1.7B | 0.14% |
8,797,721
-9,234,497
| -51% | -$1.78B |
|
140
Charles Schwab
SCHW
$177B
| $1.68B | 0.14% |
23,289,117
-26,561,921
| -53% | -$1.92B |
|
141
Constellation Brands
STZ
$25.7B
| $1.68B | 0.14% |
6,193,711
-2,343,081
| -27% | -$637M |
|
142
Colgate-Palmolive
CL
$67.6B
| $1.65B | 0.13% |
18,316,984
-20,494,000
| -53% | -$1.85B |
|
143
Strategy Inc Common Stock Class A
MSTR
$92.9B
| $1.64B | 0.13% |
9,643,590
-2,405,230
| -20% | -$410M |
|
144
Vanguard Small-Cap ETF
VB
$66.7B
| $1.64B | 0.13% |
7,187,492
-6,848,100
| -49% | -$1.57B |
|
145
ASML
ASML
$296B
| $1.63B | 0.13% |
1,678,448
-1,053,184
| -39% | -$1.02B |
|
146
Citigroup
C
$179B
| $1.63B | 0.13% |
25,707,757
-31,176,169
| -55% | -$1.97B |
|
147
American Tower
AMT
$91.4B
| $1.62B | 0.13% |
8,187,899
-6,524,609
| -44% | -$1.29B |
|
148
Emerson Electric
EMR
$74.9B
| $1.62B | 0.13% |
14,250,185
-12,758,823
| -47% | -$1.45B |
|
149
iShares MSCI Japan ETF
EWJ
$15.4B
| $1.61B | 0.13% |
22,512,324
-14,931,136
| -40% | -$1.07B |
|
150
Bristol-Myers Squibb
BMY
$95B
| $1.59B | 0.13% |
29,269,610
-29,493,332
| -50% | -$1.6B |
|