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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.99B | 0.14% |
21,823,928
+569,764
| +3% | +$52M |
|
127
Cloudflare
NET
$72.7B
| $1.98B | 0.14% |
24,489,701
-2,301,478
| -9% | -$186M |
|
128
Arthur J. Gallagher & Co
AJG
$77.6B
| $1.95B | 0.14% |
6,938,779
-97,299
| -1% | -$27.4M |
|
129
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.94B | 0.14% |
7,371,800
+64,662
| +0.9% | +$17.1M |
|
130
Arista Networks
ANET
$172B
| $1.91B | 0.14% |
4,986,350
+30,828
| +0.6% | +$11.8M |
|
131
Micron Technology
MU
$133B
| $1.9B | 0.14% |
18,330,864
+247,298
| +1% | +$25.6M |
|
132
Colgate-Palmolive
CL
$67.9B
| $1.9B | 0.14% |
18,268,311
+331,721
| +2% | +$34.4M |
|
133
ConocoPhillips
COP
$124B
| $1.89B | 0.14% |
17,950,749
-917,710
| -5% | -$96.6M |
|
134
AT&T
T
$209B
| $1.88B | 0.14% |
85,376,854
-3,087,574
| -3% | -$67.9M |
|
135
Stryker
SYK
$150B
| $1.88B | 0.14% |
5,195,542
+69,765
| +1% | +$25.2M |
|
136
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.85B | 0.13% |
12,004,485
+878,967
| +8% | +$135M |
|
137
TransDigm Group
TDG
$78.8B
| $1.82B | 0.13% |
1,272,786
+179,340
| +16% | +$256M |
|
138
Roper Technologies
ROP
$56.6B
| $1.8B | 0.13% |
3,238,293
-111,820
| -3% | -$62.2M |
|
139
CrowdStrike
CRWD
$106B
| $1.8B | 0.13% |
6,402,718
+108,812
| +2% | +$30.5M |
|
140
Elevance Health
ELV
$71.8B
| $1.8B | 0.13% |
3,452,767
+225,768
| +7% | +$117M |
|
141
Deere & Co
DE
$129B
| $1.79B | 0.13% |
4,293,588
-1,103,538
| -20% | -$461M |
|
142
Coupang
CPNG
$52.1B
| $1.77B | 0.13% |
72,156,004
-13,730,308
| -16% | -$337M |
|
143
Chubb
CB
$110B
| $1.75B | 0.13% |
6,080,264
+150,241
| +3% | +$43.3M |
|
144
Nike
NKE
$114B
| $1.75B | 0.13% |
19,786,145
-2,590,828
| -12% | -$229M |
|
145
Vanguard Small-Cap ETF
VB
$66.4B
| $1.74B | 0.13% |
7,339,864
+155,228
| +2% | +$36.8M |
|
146
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $1.73B | 0.13% |
13,130,592
+275,954
| +2% | +$36.4M |
|
147
Lam Research
LRCX
$127B
| $1.72B | 0.12% |
2,104,188
+48,628
| +2% | +$39.7M |
|
148
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $1.72B | 0.12% |
18,703,073
+1,594,314
| +9% | +$146M |
|
149
Novo Nordisk
NVO
$251B
| $1.71B | 0.12% |
14,365,402
-245,498
| -2% | -$29.2M |
|
150
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.7B | 0.12% |
37,468,219
-1,520,874
| -4% | -$68.9M |
|