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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
GE Aerospace
GE
$292B
| $1.97B | 0.14% |
11,839,556
+381,666
| +3% | +$63.7M |
|
127
Prologis
PLD
$106B
| $1.97B | 0.14% |
18,669,383
-1,387,499
| -7% | -$147M |
|
128
Analog Devices
ADI
$124B
| $1.97B | 0.14% |
9,257,276
+291,820
| +3% | +$62M |
|
129
Pfizer
PFE
$141B
| $1.96B | 0.14% |
73,897,790
-4,073,426
| -5% | -$108M |
|
130
Trade Desk
TTD
$26.7B
| $1.95B | 0.14% |
16,609,058
-1,906,373
| -10% | -$224M |
|
131
Northrop Grumman
NOC
$84.5B
| $1.95B | 0.14% |
4,158,430
-805,949
| -16% | -$378M |
|
132
Zoetis
ZTS
$69.3B
| $1.93B | 0.14% |
11,844,667
-197,357
| -2% | -$32.2M |
|
133
Deere & Co
DE
$129B
| $1.86B | 0.13% |
4,386,510
+92,922
| +2% | +$39.4M |
|
134
ASML
ASML
$292B
| $1.86B | 0.13% |
2,677,445
+852,760
| +47% | +$591M |
|
135
Gilead Sciences
GILD
$140B
| $1.85B | 0.13% |
20,070,463
+2,821,905
| +16% | +$261M |
|
136
Arthur J. Gallagher & Co
AJG
$77.6B
| $1.84B | 0.13% |
6,482,851
-455,928
| -7% | -$129M |
|
137
Boston Scientific
BSX
$156B
| $1.83B | 0.13% |
20,480,775
+1,405,614
| +7% | +$126M |
|
138
TransDigm Group
TDG
$78.8B
| $1.82B | 0.13% |
1,435,857
+163,071
| +13% | +$207M |
|
139
Energy Transfer Partners
ET
$60.8B
| $1.81B | 0.13% |
92,644,714
+32,439,937
| +54% | +$635M |
|
140
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $1.81B | 0.13% |
13,017,220
-113,372
| -0.9% | -$15.8M |
|
141
Vanguard Small-Cap ETF
VB
$66.4B
| $1.81B | 0.13% |
7,540,448
+200,584
| +3% | +$48.2M |
|
|
142
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $1.8B | 0.13% |
20,659,043
-18,492,499
| -47% | -$1.61B |
|
143
Applied Materials
AMAT
$128B
| $1.79B | 0.13% |
11,021,795
+318,162
| +3% | +$51.7M |
|
144
Roper Technologies
ROP
$56.6B
| $1.79B | 0.13% |
3,447,699
+209,406
| +6% | +$109M |
|
145
Constellation Brands
STZ
$28.5B
| $1.78B | 0.12% |
8,057,289
-456,652
| -5% | -$101M |
|
146
iShares MSCI EAFE ETF
EFA
$66B
| $1.78B | 0.12% |
23,548,963
-1,221,344
| -5% | -$92.3M |
|
147
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $1.77B | 0.12% |
19,397,861
+694,788
| +4% | +$63.5M |
|
148
Chubb
CB
$110B
| $1.76B | 0.12% |
6,370,501
+290,237
| +5% | +$80.2M |
|
149
Bristol-Myers Squibb
BMY
$96B
| $1.72B | 0.12% |
30,339,775
+2,381,163
| +9% | +$135M |
|
150
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.69B | 0.12% |
3,979,513
+542,646
| +16% | +$231M |
|