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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Colgate-Palmolive
CL
$67.9B
| $1.69B | 0.12% |
18,549,002
+280,691
| +2% | +$25.5M |
|
152
Emerson Electric
EMR
$74.3B
| $1.68B | 0.12% |
13,530,617
-425,592
| -3% | -$52.7M |
|
153
Constellation Energy
CEG
$96.2B
| $1.67B | 0.12% |
7,461,124
+1,196,954
| +19% | +$268M |
|
|
XYZ
154
Block, Inc.
XYZ
$48.5B
| $1.66B | 0.12% |
19,526,455
+3,122,411
| +19% | +$265M |
|
155
Charles Schwab
SCHW
$174B
| $1.66B | 0.12% |
22,421,814
-343,045
| -2% | -$25.4M |
|
156
Boeing
BA
$177B
| $1.65B | 0.12% |
9,327,286
+972,165
| +12% | +$172M |
|
157
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $1.62B | 0.11% |
9,093,371
+18,884
| +0.2% | +$3.36M |
|
158
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.59B | 0.11% |
37,943,908
+1,558,236
| +4% | +$65.2M |
|
159
HDFC Bank
HDB
$182B
| $1.58B | 0.11% |
24,755,969
+668,112
| +3% | +$42.7M |
|
160
Fidelity Total Bond ETF
FBND
$20.3B
| $1.58B | 0.11% |
35,169,747
+7,119,356
| +25% | +$319M |
|
161
Pacer US Cash Cows 100 ETF
COWZ
$20B
| $1.57B | 0.11% |
27,860,668
-321,084
| -1% | -$18.1M |
|
162
Nike
NKE
$114B
| $1.57B | 0.11% |
20,695,797
+909,652
| +5% | +$68.8M |
|
163
Lam Research
LRCX
$127B
| $1.54B | 0.11% |
21,306,226
+19,202,038
| +913% | +$1.39B |
|
164
Coupang
CPNG
$52.1B
| $1.53B | 0.11% |
69,621,000
-2,535,004
| -4% | -$55.7M |
|
165
Energy Select Sector SPDR Fund
XLE
$27.6B
| $1.53B | 0.11% |
17,825,587
+125,591
| +0.7% | +$10.8M |
|
166
Snowflake
SNOW
$79.6B
| $1.53B | 0.11% |
9,880,205
-1,470,801
| -13% | -$227M |
|
|
167
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $1.52B | 0.11% |
5,258,141
-4,336,867
| -45% | -$1.26B |
|
168
AutoZone
AZO
$70.2B
| $1.52B | 0.11% |
474,575
+15,382
| +3% | +$49.3M |
|
169
Trip.com Group
TCOM
$48.2B
| $1.51B | 0.11% |
22,057,867
-1,438,344
| -6% | -$98.8M |
|
170
Medtronic
MDT
$119B
| $1.51B | 0.11% |
18,938,366
-4,561,777
| -19% | -$364M |
|
171
Trane Technologies
TT
$92.5B
| $1.51B | 0.11% |
4,093,172
+849,369
| +26% | +$314M |
|
172
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.5B | 0.1% |
10,877,854
-1,126,631
| -9% | -$155M |
|
173
Roblox
RBLX
$86.4B
| $1.49B | 0.1% |
25,744,098
+40,618
| +0.2% | +$2.35M |
|
174
Waste Management
WM
$91.2B
| $1.48B | 0.1% |
7,358,919
-297,157
| -4% | -$60M |
|
175
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $1.48B | 0.1% |
16,721,946
-5,101,982
| -23% | -$453M |
|