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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Grab
GRAB
$20.3B
| $1.12B | 0.15% |
319,918,055
+160,394,195
| +101% | +$561M |
|
152
Starbucks
SBUX
$100B
| $1.11B | 0.15% |
12,150,963
-981,778
| -7% | -$89.3M |
|
153
Alibaba
BABA
$322B
| $1.1B | 0.15% |
10,123,809
+116,743
| +1% | +$12.7M |
|
154
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.1B | 0.15% |
14,153,051
-1,912,579
| -12% | -$148M |
|
155
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $1.08B | 0.15% |
9,001,668
-81,824
| -0.9% | -$9.79M |
|
156
Goldman Sachs
GS
$226B
| $1.07B | 0.14% |
3,241,906
+334,446
| +12% | +$110M |
|
157
S&P Global
SPGI
$167B
| $1.04B | 0.14% |
2,546,631
+869,564
| +52% | +$357M |
|
158
Realty Income
O
$53.7B
| $1.04B | 0.14% |
15,068,139
+2,658,079
| +21% | +$184M |
|
159
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $1.04B | 0.14% |
10,972,649
+310,916
| +3% | +$29.5M |
|
160
MongoDB
MDB
$25.7B
| $1.02B | 0.14% |
2,303,181
-235,240
| -9% | -$104M |
|
161
Northrop Grumman
NOC
$84.5B
| $1.02B | 0.14% |
2,282,415
-214,039
| -9% | -$95.7M |
|
162
Intuitive Surgical
ISRG
$170B
| $1.02B | 0.14% |
3,378,386
-2,469,860
| -42% | -$745M |
|
163
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.02B | 0.14% |
16,532,957
+4,029,752
| +32% | +$248M |
|
164
Caterpillar
CAT
$196B
| $1,000M | 0.13% |
4,486,963
-319,041
| -7% | -$71.1M |
|
165
Carlyle Group
CG
$23.4B
| $991M | 0.13% |
20,265,065
+2,043,587
| +11% | +$100M |
|
166
American Tower
AMT
$95.5B
| $987M | 0.13% |
3,930,611
-840,131
| -18% | -$211M |
|
167
Coinbase
COIN
$78.2B
| $977M | 0.13% |
5,147,573
+721,881
| +16% | +$137M |
|
168
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $977M | 0.13% |
12,876,097
+3,500,759
| +37% | +$266M |
|
169
Stryker
SYK
$150B
| $949M | 0.13% |
3,550,069
-356,080
| -9% | -$95.2M |
|
170
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $945M | 0.13% |
17,696,557
+1,087,606
| +7% | +$58.1M |
|
171
Wayfair
W
$9.67B
| $945M | 0.13% |
8,527,464
-44,950
| -0.5% | -$4.98M |
|
172
Vanguard High Dividend Yield ETF
VYM
$64B
| $935M | 0.13% |
8,330,441
+520,198
| +7% | +$58.4M |
|
173
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $923M | 0.12% |
9,186,054
+2,780
| +0% | +$279K |
|
174
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $916M | 0.12% |
9,042,043
+530,350
| +6% | +$53.8M |
|
175
iShares Gold Trust
IAU
$50.6B
| $914M | 0.12% |
24,809,544
+310,238
| +1% | +$11.4M |
|