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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lam Research
LRCX
$123B
| $1.86B | 0.12% |
19,063,639
-1,288,845
| -6% | -$125M |
|
152
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
| $1.85B | 0.12% |
10,128,212
+573,981
| +6% | +$105M |
|
153
Vanguard Small-Cap ETF
VB
$66.1B
| $1.84B | 0.12% |
7,744,922
+88,846
| +1% | +$21.1M |
|
154
Williams Companies
WMB
$70.7B
| $1.83B | 0.12% |
29,167,330
+1,864,293
| +7% | +$117M |
|
155
Applovin
APP
$163B
| $1.81B | 0.12% |
5,164,058
-403,225
| -7% | -$141M |
|
156
Micron Technology
MU
$133B
| $1.8B | 0.12% |
14,564,867
-1,313,787
| -8% | -$162M |
|
157
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $1.79B | 0.12% |
16,290,767
+6,694,538
| +70% | +$734M |
|
158
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.78B | 0.12% |
13,228,688
+1,108,617
| +9% | +$149M |
|
159
McKesson
MCK
$85.4B
| $1.77B | 0.12% |
2,408,657
+2,273
| +0.1% | +$1.67M |
|
160
Capital One
COF
$145B
| $1.72B | 0.11% |
8,101,991
+4,205,878
| +108% | +$895M |
|
161
Waste Management
WM
$90.9B
| $1.72B | 0.11% |
7,512,220
+143,750
| +2% | +$32.9M |
|
162
Comcast
CMCSA
$126B
| $1.71B | 0.11% |
47,975,485
-1,016,415
| -2% | -$36.3M |
|
163
Pfizer
PFE
$142B
| $1.7B | 0.11% |
70,135,308
-10,307,009
| -13% | -$250M |
|
164
Airbnb
ABNB
$78.1B
| $1.7B | 0.11% |
12,842,056
-721,097
| -5% | -$95.4M |
|
165
Royalty Pharma
RPRX
$15.6B
| $1.68B | 0.11% |
46,604,103
+5,574,271
| +14% | +$201M |
|
166
Nike
NKE
$110B
| $1.67B | 0.11% |
23,482,373
+3,647,049
| +18% | +$259M |
|
167
Medtronic
MDT
$120B
| $1.66B | 0.11% |
19,024,639
-403,255
| -2% | -$35.2M |
|
168
Emerson Electric
EMR
$74.3B
| $1.62B | 0.11% |
12,176,670
-672,656
| -5% | -$89.7M |
|
169
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $1.58B | 0.1% |
10,719,089
+1,713,907
| +19% | +$253M |
|
170
ICICI Bank
IBN
$113B
| $1.58B | 0.1% |
46,886,884
+865,140
| +2% | +$29.1M |
|
171
3M
MMM
$82.8B
| $1.56B | 0.1% |
10,234,764
-1,581
| -0% | -$241K |
|
172
Vistra
VST
$63B
| $1.56B | 0.1% |
8,035,902
+396,613
| +5% | +$76.9M |
|
173
AutoZone
AZO
$70.2B
| $1.55B | 0.1% |
416,309
-10,069
| -2% | -$37.4M |
|
174
Affirm
AFRM
$26.8B
| $1.53B | 0.1% |
22,167,304
+971,086
| +5% | +$67.1M |
|
175
Energy Select Sector SPDR Fund
XLE
$27.7B
| $1.53B | 0.1% |
18,060,860
+1,739,626
| +11% | +$148M |
|