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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
Visa
V
|
$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Palo Alto Networks
PANW
$129B
| $991M | 0.15% |
16,731,150
-735,918
| -4% | -$43.6M |
|
152
10x Genomics
TXG
$1.69B
| $950M | 0.15% |
6,706,419
-3,000,124
| -31% | -$425M |
|
|
ATVI
153
DELISTED
Activision Blizzard Inc.
ATVI
| $950M | 0.15% |
10,226,604
+1,734,206
| +20% | +$161M |
|
154
Wayfair
W
$10.7B
| $949M | 0.15% |
4,200,768
-497,444
| -11% | -$112M |
|
155
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $942M | 0.15% |
9,719,442
-3,439
| -0% | -$333K |
|
156
American Tower
AMT
$91.4B
| $941M | 0.15% |
4,194,328
+808,943
| +24% | +$182M |
|
157
Lowe's Companies
LOW
$148B
| $934M | 0.14% |
5,819,866
+783,731
| +16% | +$126M |
|
158
MongoDB
MDB
$26.2B
| $931M | 0.14% |
2,592,390
-1,555,360
| -37% | -$558M |
|
159
Tencent Music
TME
$38B
| $926M | 0.14% |
48,112,265
+4,501,253
| +10% | +$86.6M |
|
160
First Trust Preferred Securities and Income ETF
FPE
$6.11B
| $925M | 0.14% |
45,792,227
+1,684,349
| +4% | +$34M |
|
161
iShares Gold Trust
IAU
$52B
| $918M | 0.14% |
25,330,429
+293,348
| +1% | +$10.6M |
|
162
Sherwin-Williams
SHW
$91.2B
| $906M | 0.14% |
3,696,891
+74,250
| +2% | +$18.2M |
|
163
Texas Instruments
TXN
$170B
| $895M | 0.14% |
5,453,676
+162,566
| +3% | +$26.7M |
|
164
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $891M | 0.14% |
7,850,394
+585,883
| +8% | +$66.5M |
|
165
Caterpillar
CAT
$197B
| $886M | 0.14% |
4,867,473
+519,151
| +12% | +$94.5M |
|
166
iShares Short Treasury Bond ETF
SHV
$20.7B
| $881M | 0.14% |
7,971,908
-288,523
| -3% | -$31.9M |
|
167
ICICI Bank
IBN
$114B
| $869M | 0.13% |
58,511,877
+13,181,917
| +29% | +$196M |
|
168
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $860M | 0.13% |
16,701,023
+1,524,887
| +10% | +$78.5M |
|
169
DoorDash
DASH
$106B
| $859M | 0.13% |
+6,020,457
| New | +$859M |
|
170
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $844M | 0.13% |
16,609,196
+537,343
| +3% | +$27.3M |
|
171
Martin Marietta Materials
MLM
$37.3B
| $826M | 0.13% |
2,908,835
+501,135
| +21% | +$142M |
|
172
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $822M | 0.13% |
2,868,537
+72,728
| +3% | +$20.9M |
|
173
Roper Technologies
ROP
$56.7B
| $796M | 0.12% |
1,845,403
-60,482
| -3% | -$26.1M |
|
174
iShares MSCI Japan ETF
EWJ
$15.4B
| $795M | 0.12% |
11,764,297
-350,059
| -3% | -$23.7M |
|
175
Vanguard FTSE Europe ETF
VGK
$26.7B
| $792M | 0.12% |
13,140,794
-106,357
| -0.8% | -$6.41M |
|