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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Alibaba
BABA
$322B
| $1.19B | 0.15% | 10,007,066 -966,529 | -9% | -$115M |
|
152
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.18B | 0.15% | 3,235,713 +117 | +0% | +$42.5K |
|
153
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.17B | 0.14% | 11,037,036 +1,413,342 | +15% | +$150M |
|
154
Agilon Health
AGL
$530M
| $1.16B | 0.14% | 42,893,467 +35,062,024 | +448% | +$947M |
|
|
FTCH
155
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $1.15B | 0.14% | 34,305,860 +2,918,459 | +9% | +$97.6M |
|
|
156
Grab
GRAB
$20.3B
| $1.14B | 0.14% | +159,523,860 | New | +$1.14B |
|
157
Gilead Sciences
GILD
$140B
| $1.13B | 0.14% | 15,629,396 +229,768 | +1% | +$16.7M |
|
158
ICICI Bank
IBN
$113B
| $1.12B | 0.14% | 56,751,601 -2,182,697 | -4% | -$43.2M |
|
159
Coinbase
COIN
$78.2B
| $1.12B | 0.14% | 4,425,692 +2,557,528 | +137% | +$645M |
|
160
Goldman Sachs
GS
$226B
| $1.11B | 0.14% | 2,907,460 +130,649 | +5% | +$50M |
|
161
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $1.11B | 0.14% | 9,083,492 +294,501 | +3% | +$36M |
|
162
Prologis
PLD
$106B
| $1.1B | 0.14% | 6,532,058 -521,654 | -7% | -$87.8M |
|
163
Pinterest
PINS
$24.9B
| $1.08B | 0.13% | 29,771,494 -2,972,675 | -9% | -$108M |
|
164
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $1.06B | 0.13% | 9,183,274 -126,989 | -1% | -$14.6M |
|
165
Eli Lilly
LLY
$657B
| $1.06B | 0.13% | 3,822,860 +44,831 | +1% | +$12.4M |
|
166
Oracle
ORCL
$635B
| $1.05B | 0.13% | 12,067,724 +1,667,729 | +16% | +$145M |
|
167
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $1.05B | 0.13% | 10,661,733 +447,621 | +4% | +$43.9M |
|
168
Stryker
SYK
$150B
| $1.04B | 0.13% | 3,906,149 +483,275 | +14% | +$129M |
|
169
ARK Innovation ETF
ARKK
$7.45B
| $1.04B | 0.13% | 11,015,650 -934,120 | -8% | -$88.4M |
|
170
Vanguard FTSE Europe ETF
VGK
$26.8B
| $1.02B | 0.13% | 15,020,111 -196,941 | -1% | -$13.4M |
|
171
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.02B | 0.13% | 7,729,406 -4,217,753 | -35% | -$559M |
|
172
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.02B | 0.13% | 8,802,431 +455,050 | +5% | +$52.8M |
|
173
Carlyle Group
CG
$23.4B
| $1B | 0.12% | 18,221,478 +1,174,219 | +7% | +$64.5M |
|
174
Caterpillar
CAT
$196B
| $994M | 0.12% | 4,806,004 -2,005 | -0% | -$415K |
|
175
Advanced Micro Devices
AMD
$264B
| $990M | 0.12% | 6,878,092 +393,272 | +6% | +$56.6M |
|