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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
ICICI Bank
IBN
$113B
| $1.63B | 0.13% |
56,717,350
+4,524,889
| +9% | +$130M |
|
152
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.62B | 0.13% |
11,125,518
-554,161
| -5% | -$80.8M |
|
153
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.61B | 0.12% |
17,628,451
+1,915,364
| +12% | +$175M |
|
154
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.6B | 0.12% |
38,989,093
+3,218,998
| +9% | +$132M |
|
155
Waste Management
WM
$91.2B
| $1.6B | 0.12% |
7,492,944
+287,056
| +4% | +$61.2M |
|
156
Emerson Electric
EMR
$74.3B
| $1.59B | 0.12% |
14,465,738
+215,553
| +2% | +$23.7M |
|
157
Pinduoduo
PDD
$171B
| $1.59B | 0.12% |
11,976,774
-545,134
| -4% | -$72.5M |
|
158
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $1.57B | 0.12% |
17,108,759
+2,767,731
| +19% | +$254M |
|
159
Vanguard Small-Cap ETF
VB
$66.4B
| $1.57B | 0.12% |
7,184,636
-2,856
| -0% | -$623K |
|
160
Moody's
MCO
$91.4B
| $1.56B | 0.12% |
3,710,391
-107,372
| -3% | -$45.2M |
|
161
Vertex Pharmaceuticals
VRTX
$100B
| $1.53B | 0.12% |
3,258,628
+74,162
| +2% | +$34.8M |
|
162
Chubb
CB
$110B
| $1.51B | 0.12% |
5,930,023
+361,734
| +6% | +$92.3M |
|
163
Pacer US Cash Cows 100 ETF
COWZ
$20B
| $1.5B | 0.12% |
27,599,530
+2,592,435
| +10% | +$141M |
|
164
McKesson
MCK
$85.4B
| $1.5B | 0.12% |
2,572,146
+142,792
| +6% | +$83.4M |
|
165
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $1.49B | 0.12% |
8,737,732
+586,735
| +7% | +$100M |
|
166
Citigroup
C
$178B
| $1.49B | 0.12% |
23,478,317
-2,229,440
| -9% | -$141M |
|
167
Boston Scientific
BSX
$156B
| $1.46B | 0.11% |
18,925,894
+961,111
| +5% | +$74M |
|
168
Boeing
BA
$177B
| $1.46B | 0.11% |
8,003,206
-794,515
| -9% | -$145M |
|
169
Dell
DELL
$82.6B
| $1.44B | 0.11% |
10,472,802
+3,134,168
| +43% | +$432M |
|
|
170
Chipotle Mexican Grill
CMG
$56.5B
| $1.44B | 0.11% |
22,943,946
+22,505,073
| +5,128% | +$1.41B |
|
171
Regeneron Pharmaceuticals
REGN
$61.5B
| $1.41B | 0.11% |
1,341,298
+1,799
| +0.1% | +$1.89M |
|
172
TransDigm Group
TDG
$78.8B
| $1.4B | 0.11% |
1,093,446
+14,231
| +1% | +$18.2M |
|
173
Ecolab
ECL
$78.6B
| $1.39B | 0.11% |
5,856,215
-90,358
| -2% | -$21.5M |
|
174
Fiserv
FI
$75.1B
| $1.39B | 0.11% |
9,295,229
+111,482
| +1% | +$16.6M |
|
175
Mondelez International
MDLZ
$79.5B
| $1.38B | 0.11% |
21,138,474
-817,491
| -4% | -$53.5M |
|