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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Deere & Co
DE
$127B
| $2.23B | 0.14% |
4,375,790
+83,444
| +2% | +$42.4M |
|
127
Charles Schwab
SCHW
$175B
| $2.2B | 0.14% |
24,088,854
+2,657,145
| +12% | +$242M |
|
128
Trane Technologies
TT
$90.5B
| $2.19B | 0.14% |
5,000,468
+332,243
| +7% | +$145M |
|
129
Boston Scientific
BSX
$159B
| $2.18B | 0.14% |
20,263,664
+1,226,748
| +6% | +$132M |
|
130
Prologis
PLD
$104B
| $2.17B | 0.14% |
20,658,776
-508,544
| -2% | -$53.5M |
|
131
Snowflake
SNOW
$76.8B
| $2.14B | 0.14% |
9,574,340
-1,283,067
| -12% | -$287M |
|
132
iShares Core S&P US Growth ETF
IUSG
$24.5B
| $2.11B | 0.14% |
14,046,309
+459,488
| +3% | +$69.1M |
|
133
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $2.09B | 0.14% |
22,759,012
+1,114,247
| +5% | +$102M |
|
134
Boeing
BA
$176B
| $2.08B | 0.14% |
9,929,826
-840,931
| -8% | -$176M |
|
135
iShares MSCI EAFE ETF
EFA
$65.4B
| $2.08B | 0.14% |
23,245,544
-3,482,875
| -13% | -$311M |
|
136
Roper Technologies
ROP
$56.1B
| $2.08B | 0.14% |
3,662,532
+141,227
| +4% | +$80.1M |
|
137
Coupang
CPNG
$51.5B
| $2.08B | 0.14% |
69,294,090
-1,515,703
| -2% | -$45.4M |
|
138
Northrop Grumman
NOC
$83.1B
| $2.07B | 0.13% |
4,131,768
+49,156
| +1% | +$24.6M |
|
139
American Tower
AMT
$93.8B
| $2.03B | 0.13% |
9,197,082
+909,489
| +11% | +$201M |
|
140
General Dynamics
GD
$86.7B
| $2.03B | 0.13% |
6,946,136
+358,725
| +5% | +$105M |
|
141
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.6B
| $2B | 0.13% |
4,544,823
-130,755
| -3% | -$57.6M |
|
142
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $1.98B | 0.13% |
18,135,874
-568,058
| -3% | -$62.1M |
|
143
Applied Materials
AMAT
$125B
| $1.97B | 0.13% |
10,779,144
+630,055
| +6% | +$115M |
|
144
Ecolab
ECL
$77.7B
| $1.95B | 0.13% |
7,220,925
+250,864
| +4% | +$67.6M |
|
145
Amphenol
APH
$134B
| $1.93B | 0.13% |
19,577,760
-187,367
| -0.9% | -$18.5M |
|
146
Roblox
RBLX
$91.1B
| $1.91B | 0.12% |
18,134,067
-3,355,112
| -16% | -$353M |
|
147
Colgate-Palmolive
CL
$67.6B
| $1.88B | 0.12% |
20,664,686
+1,674,674
| +9% | +$152M |
|
148
Fiserv
FI
$74.7B
| $1.88B | 0.12% |
10,893,810
+376,455
| +4% | +$64.9M |
|
149
Arista Networks
ANET
$172B
| $1.87B | 0.12% |
18,271,898
-852,781
| -4% | -$87.2M |
|
150
Chubb
CB
$110B
| $1.87B | 0.12% |
6,445,472
+22,681
| +0.4% | +$6.57M |
|