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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Moody's
MCO
$89.6B
| $1.21B | 0.12% |
3,826,766
+5,950
| +0.2% | +$1.88M |
|
152
Booking.com
BKNG
$181B
| $1.21B | 0.12% |
390,881
-8,666
| -2% | -$26.7M |
|
153
Crown Castle
CCI
$41.6B
| $1.2B | 0.12% |
13,078,861
+1,064,382
| +9% | +$98M |
|
154
Colgate-Palmolive
CL
$67.6B
| $1.2B | 0.12% |
16,815,987
+514,559
| +3% | +$36.6M |
|
155
American Tower
AMT
$91.4B
| $1.2B | 0.12% |
7,269,957
+258,030
| +4% | +$42.4M |
|
156
Roblox
RBLX
$90B
| $1.19B | 0.12% |
41,014,115
+4,927,848
| +14% | +$143M |
|
157
Vanguard Real Estate ETF
VNQ
$34.3B
| $1.19B | 0.12% |
15,663,569
+5,113
| +0% | +$387K |
|
158
Micron Technology
MU
$139B
| $1.18B | 0.12% |
17,303,400
+2,852,688
| +20% | +$194M |
|
159
PayPal
PYPL
$65.4B
| $1.17B | 0.12% |
20,069,337
+873,181
| +5% | +$51M |
|
160
Marsh & McLennan
MMC
$101B
| $1.17B | 0.12% |
6,145,046
+150,655
| +3% | +$28.7M |
|
161
Lam Research
LRCX
$127B
| $1.16B | 0.12% |
18,579,180
+568,240
| +3% | +$35.6M |
|
162
Analog Devices
ADI
$121B
| $1.14B | 0.12% |
6,499,851
-162,395
| -2% | -$28.4M |
|
163
American Electric Power
AEP
$58.1B
| $1.12B | 0.11% |
14,892,850
+587,145
| +4% | +$44.2M |
|
164
Boston Scientific
BSX
$159B
| $1.12B | 0.11% |
21,200,339
+481,891
| +2% | +$25.4M |
|
165
Fiserv
FI
$74B
| $1.11B | 0.11% |
9,838,965
-288,666
| -3% | -$32.6M |
|
166
First Trust Value Line Dividend Fund
FVD
$9.15B
| $1.11B | 0.11% |
29,685,457
-2,285,058
| -7% | -$85.4M |
|
167
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $1.11B | 0.11% |
12,499,896
+100,735
| +0.8% | +$8.92M |
|
168
Vanguard FTSE All-World ex-US ETF
VEU
$48.5B
| $1.1B | 0.11% |
21,158,437
-375,166
| -2% | -$19.5M |
|
169
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $1.1B | 0.11% |
14,874,482
+1,964,338
| +15% | +$145M |
|
170
Marathon Petroleum
MPC
$54.4B
| $1.09B | 0.11% |
7,193,104
-256,188
| -3% | -$38.8M |
|
171
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.08B | 0.11% |
18,822,583
-1,693,790
| -8% | -$97.6M |
|
172
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $1.08B | 0.11% |
21,424,469
+688,134
| +3% | +$34.6M |
|
173
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.08B | 0.11% |
14,883,343
-2,013,679
| -12% | -$146M |
|
174
O'Reilly Automotive
ORLY
$89.1B
| $1.07B | 0.11% |
17,632,890
-598,530
| -3% | -$36.3M |
|
175
iShares MSCI ACWI ETF
ACWI
$22.1B
| $1.07B | 0.11% |
11,547,989
+1,167,144
| +11% | +$108M |
|