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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.14B | 0.15% | 15,494,450 +59,412 | +0.4% | +$4.37M |
|
152
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $1.14B | 0.15% | 55,375,768 +3,581,960 | +7% | +$73.6M |
|
153
American Tower
AMT
$95.5B
| $1.13B | 0.15% | 4,267,447 -5,227 | -0.1% | -$1.39M |
|
154
ASML
ASML
$292B
| $1.12B | 0.15% | 1,508,798 +188,469 | +14% | +$140M |
|
155
ICICI Bank
IBN
$113B
| $1.11B | 0.15% | 58,934,298 -1,932,754 | -3% | -$36.5M |
|
156
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.11B | 0.15% | 15,790,218 +165,503 | +1% | +$11.6M |
|
|
GTM
157
ZoomInfo Technologies
GTM
$3.47B
| $1.1B | 0.15% | 17,928,216 +6,718,367 | +60% | +$411M |
|
158
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.09B | 0.15% | 3,235,596 -485,067 | -13% | -$164M |
|
159
Gilead Sciences
GILD
$140B
| $1.08B | 0.14% | 15,399,628 +4,409,756 | +40% | +$308M |
|
160
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.07B | 0.14% | 21,229,330 -2,104,599 | -9% | -$106M |
|
161
Goldman Sachs
GS
$226B
| $1.05B | 0.14% | 2,776,811 -14,751 | -0.5% | -$5.58M |
|
162
Texas Instruments
TXN
$184B
| $1.05B | 0.14% | 5,443,023 +685,436 | +14% | +$132M |
|
163
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $1.04B | 0.14% | 9,310,263 -2,311,738 | -20% | -$259M |
|
164
Union Pacific
UNP
$133B
| $1B | 0.14% | 5,116,357 -33,057 | -0.6% | -$6.48M |
|
165
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
| $1,000M | 0.13% | 19,763,022 +984,472 | +5% | +$49.8M |
|
166
Vanguard FTSE Europe ETF
VGK
$26.8B
| $998M | 0.13% | 15,217,052 +263,599 | +2% | +$17.3M |
|
167
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $995M | 0.13% | 8,788,991 -535,406 | -6% | -$60.6M |
|
168
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $992M | 0.13% | 3,377,337 -362,255 | -10% | -$106M |
|
169
Mercado Libre
MELI
$125B
| $963M | 0.13% | 573,532 -53,492 | -9% | -$89.8M |
|
170
3M
MMM
$82.8B
| $963M | 0.13% | 5,487,244 -416,593 | -7% | -$73.1M |
|
171
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $942M | 0.13% | 9,623,694 +490,974 | +5% | +$48M |
|
172
CrowdStrike
CRWD
$106B
| $925M | 0.12% | 3,762,192 -801,606 | -18% | -$197M |
|
173
Caterpillar
CAT
$196B
| $923M | 0.12% | 4,808,009 -262,440 | -5% | -$50.4M |
|
174
Oracle
ORCL
$635B
| $906M | 0.12% | 10,399,995 -2,077,059 | -17% | -$181M |
|
175
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $904M | 0.12% | 10,214,112 +382,398 | +4% | +$33.9M |
|