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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Roblox
RBLX
|
$1.23B |
| 4 |
Wayfair
W
|
$1.05B |
| 5 |
CrowdStrike
CRWD
|
$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Union Pacific
UNP
$132B
| $1.13B | 0.15% |
5,149,414
+32,190
| +0.6% | +$7.08M |
|
152
Palo Alto Networks
PANW
$129B
| $1.11B | 0.15% |
17,918,124
+847,638
| +5% | +$52.4M |
|
153
Caterpillar
CAT
$197B
| $1.1B | 0.15% |
5,070,449
+721,439
| +17% | +$157M |
|
154
Lowe's Companies
LOW
$148B
| $1.1B | 0.15% |
5,670,692
+201,647
| +4% | +$39.1M |
|
155
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $1.08B | 0.14% |
21,189,401
+2,792,991
| +15% | +$142M |
|
156
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $1.07B | 0.14% |
9,324,397
-787,794
| -8% | -$90.6M |
|
157
First Trust Preferred Securities and Income ETF
FPE
$6.11B
| $1.07B | 0.14% |
51,793,808
+3,031,708
| +6% | +$62.5M |
|
158
Goldman Sachs
GS
$227B
| $1.06B | 0.14% |
2,791,562
+274,537
| +11% | +$104M |
|
159
iShares MSCI Japan ETF
EWJ
$15.4B
| $1.06B | 0.14% |
15,624,715
+934,167
| +6% | +$63.1M |
|
160
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.05B | 0.14% |
12,163,467
-943,613
| -7% | -$81.3M |
|
161
ICICI Bank
IBN
$114B
| $1.04B | 0.14% |
60,867,052
+300,185
| +0.5% | +$5.13M |
|
162
Unity
U
$17B
| $1.02B | 0.13% |
9,302,677
+5,865,923
| +171% | +$644M |
|
163
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.02B | 0.13% |
8,095,617
+1,335,070
| +20% | +$168M |
|
164
Workday
WDAY
$61.7B
| $1.02B | 0.13% |
4,253,904
+565,812
| +15% | +$135M |
|
165
Vanguard FTSE Europe ETF
VGK
$26.7B
| $1.01B | 0.13% |
14,953,453
+1,648,533
| +12% | +$111M |
|
166
Illumina
ILMN
$15.5B
| $977M | 0.13% |
2,122,357
-46,903
| -2% | -$21.6M |
|
167
Mercado Libre
MELI
$123B
| $977M | 0.13% |
627,024
-29,016
| -4% | -$45.2M |
|
168
Oracle
ORCL
$626B
| $971M | 0.13% |
12,477,054
+1,342,602
| +12% | +$105M |
|
|
ATVI
169
DELISTED
Activision Blizzard Inc.
ATVI
| $964M | 0.13% |
10,097,483
+687,258
| +7% | +$65.6M |
|
170
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $956M | 0.13% |
18,778,550
+769,962
| +4% | +$39.2M |
|
171
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $935M | 0.12% |
9,132,720
+475,046
| +5% | +$48.6M |
|
172
DexCom
DXCM
$31.7B
| $918M | 0.12% |
8,595,472
-984,204
| -10% | -$105M |
|
173
Texas Instruments
TXN
$170B
| $915M | 0.12% |
4,757,587
-875,365
| -16% | -$168M |
|
174
ASML
ASML
$296B
| $912M | 0.12% |
1,320,329
-26,845
| -2% | -$18.5M |
|
175
Wells Fargo
WFC
$262B
| $911M | 0.12% |
20,107,498
-2,691,003
| -12% | -$122M |
|