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 |
Microsoft
MSFT
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $2.82B | 0.12% | 36,424,284 +17,715,805 | +95% | +$1.37B |
|
|
XYZ
152
Block, Inc.
XYZ
$48.5B
| $2.8B | 0.12% | 36,236,790 +20,734,850 | +134% | +$1.6B |
|
153
Arthur J. Gallagher & Co
AJG
$77.6B
| $2.8B | 0.12% | 12,439,534 +6,229,977 | +100% | +$1.4B |
|
154
Affirm
AFRM
$28.8B
| $2.79B | 0.12% | 56,740,488 +22,700,297 | +67% | +$1.12B |
|
155
Coupang
CPNG
$52.1B
| $2.78B | 0.12% | 171,981,054 +85,230,424 | +98% | +$1.38B |
|
156
Air Products & Chemicals
APD
$65.5B
| $2.78B | 0.12% | 10,156,592 +4,854,137 | +92% | +$1.33B |
|
157
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $2.78B | 0.12% | 35,565,608 +20,682,265 | +139% | +$1.61B |
|
158
Elevance Health
ELV
$71.8B
| $2.74B | 0.12% | 5,807,370 +3,022,656 | +109% | +$1.43B |
|
159
CrowdStrike
CRWD
$106B
| $2.71B | 0.12% | 10,623,410 +5,649,601 | +114% | +$1.44B |
|
160
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $2.69B | 0.12% | 24,305,942 +15,269,895 | +169% | +$1.69B |
|
161
Energy Select Sector SPDR Fund
XLE
$27.6B
| $2.69B | 0.12% | 32,041,076 +15,594,258 | +95% | +$1.31B |
|
162
Equifax
EFX
$30.3B
| $2.68B | 0.12% | 10,851,086 +5,861,860 | +117% | +$1.45B |
|
163
Analog Devices
ADI
$124B
| $2.63B | 0.12% | 13,260,858 +6,761,007 | +104% | +$1.34B |
|
164
Emerson Electric
EMR
$74.3B
| $2.63B | 0.12% | 27,009,008 +13,258,615 | +96% | +$1.29B |
|
165
Arista Networks
ANET
$172B
| $2.62B | 0.12% | 11,143,712 +5,885,438 | +112% | +$1.39B |
|
166
Royalty Pharma
RPRX
$15.6B
| $2.6B | 0.11% | 92,708,532 +44,575,917 | +93% | +$1.25B |
|
167
Waste Management
WM
$91.2B
| $2.6B | 0.11% | 14,526,270 +7,562,743 | +109% | +$1.35B |
|
168
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $2.56B | 0.11% | 45,633,648 +24,475,211 | +116% | +$1.37B |
|
169
Broadridge
BR
$29.9B
| $2.55B | 0.11% | 12,373,074 +6,422,256 | +108% | +$1.32B |
|
170
Financial Select Sector SPDR Fund
XLF
$54.1B
| $2.54B | 0.11% | 67,623,176 +36,250,847 | +116% | +$1.36B |
|
171
Fiserv
FI
$75.1B
| $2.54B | 0.11% | 19,093,458 +9,254,493 | +94% | +$1.23B |
|
172
GE Aerospace
GE
$292B
| $2.47B | 0.11% | 19,378,332 +10,422,821 | +116% | +$1.33B |
|
173
Vertex Pharmaceuticals
VRTX
$100B
| $2.43B | 0.11% | 5,960,910 +3,090,809 | +108% | +$1.26B |
|
174
Progressive
PGR
$145B
| $2.42B | 0.11% | 15,162,580 +9,007,643 | +146% | +$1.43B |
|
175
iShares MSCI Japan ETF
EWJ
$15.3B
| $2.4B | 0.11% | 37,443,460 +22,322,118 | +148% | +$1.43B |
|