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 |
Uber
UBER
|
$916M |
| 2 |
Okta
OKTA
|
$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$718M |
| 4 |
Shopify
SHOP
|
$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.3B |
| 2 |
Walt Disney
DIS
|
$985M |
| 3 |
Ecolab
ECL
|
$893M |
| 4 |
SPDR Gold Trust
GLD
|
$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Dow Inc
DOW
$16.9B
| $572M | 0.13% |
10,455,230
+1,058,671
| +11% | +$57.9M |
|
152
Vanguard FTSE All-World ex-US ETF
VEU
$48.5B
| $568M | 0.13% |
10,568,702
+403,667
| +4% | +$21.7M |
|
153
Zillow
Z
$20.3B
| $565M | 0.13% |
12,289,148
+7,876,910
| +179% | +$362M |
|
154
Texas Instruments
TXN
$170B
| $563M | 0.13% |
4,386,831
+1,644,789
| +60% | +$211M |
|
155
Vanguard Real Estate ETF
VNQ
$34.3B
| $562M | 0.13% |
6,054,489
-265,935
| -4% | -$24.7M |
|
156
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $555M | 0.13% |
10,712,256
+1,820,916
| +20% | +$94.3M |
|
157
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
| $554M | 0.13% |
9,503,984
-658,483
| -6% | -$38.4M |
|
158
Oracle
ORCL
$626B
| $551M | 0.13% |
10,407,142
+3,007,444
| +41% | +$159M |
|
159
Vanguard High Dividend Yield ETF
VYM
$64.1B
| $549M | 0.13% |
5,856,550
+414,860
| +8% | +$38.9M |
|
160
Chubb
CB
$112B
| $546M | 0.13% |
3,506,062
+214,822
| +7% | +$33.4M |
|
161
NVIDIA
NVDA
$4.18T
| $545M | 0.13% |
92,573,600
-56,543,360
| -38% | -$333M |
|
162
MongoDB
MDB
$26.2B
| $529M | 0.12% |
4,021,337
+601,580
| +18% | +$79.2M |
|
163
Constellation Brands
STZ
$25.7B
| $518M | 0.12% |
2,728,177
+14,556
| +0.5% | +$2.76M |
|
164
Broadcom
AVGO
$1.44T
| $515M | 0.12% |
16,308,750
+2,509,140
| +18% | +$79.3M |
|
|
AGN
165
DELISTED
Allergan plc
AGN
| $514M | 0.12% |
2,687,707
+499,240
| +23% | +$95.4M |
|
166
Moody's
MCO
$89.6B
| $511M | 0.12% |
2,151,239
+60,410
| +3% | +$14.3M |
|
167
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $509M | 0.12% |
6,243,352
-4,416,024
| -41% | -$360M |
|
168
Goldman Sachs
GS
$227B
| $508M | 0.12% |
2,210,621
+231,120
| +12% | +$53.1M |
|
169
Atlassian
TEAM
$44.1B
| $505M | 0.12% |
4,199,072
+2,001,147
| +91% | +$241M |
|
170
Stryker
SYK
$151B
| $505M | 0.12% |
2,405,345
+359,571
| +18% | +$75.5M |
|
171
Sempra
SRE
$53.6B
| $503M | 0.12% |
6,639,584
-249,306
| -4% | -$18.9M |
|
172
iShares Expanded Tech-Software Sector ETF
IGV
$9.73B
| $503M | 0.12% |
10,786,140
+4,196,020
| +64% | +$196M |
|
173
Marathon Petroleum
MPC
$54.4B
| $500M | 0.12% |
8,293,510
-3,665,525
| -31% | -$221M |
|
174
Vanguard Information Technology ETF
VGT
$99.7B
| $497M | 0.12% |
2,029,686
+11,785
| +0.6% | +$2.89M |
|
175
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $491M | 0.11% |
6,430,214
-29,194
| -0.5% | -$2.23M |
|