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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
Visa
V
|
$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mercado Libre
MELI
$123B
| $773M | 0.12% |
461,609
+48,091
| +12% | +$80.6M |
|
177
3M
MMM
$82.7B
| $767M | 0.12% |
5,248,659
+834,675
| +19% | +$122M |
|
178
Gaotu Techedu
GOTU
$877M
| $758M | 0.12% |
14,664,826
+2,102,822
| +17% | +$109M |
|
179
Stryker
SYK
$150B
| $736M | 0.11% |
3,004,210
+118,821
| +4% | +$29.1M |
|
180
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $725M | 0.11% |
8,190,914
+59,821
| +0.7% | +$5.3M |
|
181
DocuSign
DOCU
$16.1B
| $723M | 0.11% |
3,252,534
+582,041
| +22% | +$129M |
|
182
Vanguard Information Technology ETF
VGT
$99.9B
| $717M | 0.11% |
2,027,835
+35,894
| +2% | +$12.7M |
|
183
Marathon Petroleum
MPC
$54.8B
| $714M | 0.11% |
17,274,944
+5,206,764
| +43% | +$215M |
|
184
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $701M | 0.11% |
8,778,010
+171,010
| +2% | +$13.7M |
|
185
Mondelez International
MDLZ
$79.9B
| $700M | 0.11% |
11,970,004
+1,234,383
| +11% | +$72.2M |
|
186
Emerson Electric
EMR
$74.6B
| $695M | 0.11% |
8,646,095
-362,275
| -4% | -$29.1M |
|
187
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $680M | 0.11% |
4,232,199
+690,600
| +19% | +$111M |
|
188
iShares Expanded Tech-Software Sector ETF
IGV
$9.85B
| $673M | 0.1% |
9,501,240
+1,283,955
| +16% | +$90.9M |
|
189
Oracle
ORCL
$654B
| $671M | 0.1% |
10,379,119
+637,044
| +7% | +$41.2M |
|
190
lululemon athletica
LULU
$20.1B
| $670M | 0.1% |
1,925,210
+138,438
| +8% | +$48.2M |
|
191
Cloudflare
NET
$74.7B
| $663M | 0.1% |
8,730,032
+8,317,691
| +2,017% | +$632M |
|
192
Goldman Sachs
GS
$223B
| $655M | 0.1% |
2,482,492
+597,444
| +32% | +$158M |
|
193
Deere & Co
DE
$128B
| $639M | 0.1% |
2,374,860
+254,848
| +12% | +$68.6M |
|
194
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $638M | 0.1% |
11,571,932
+2,481,499
| +27% | +$137M |
|
195
Guardant Health
GH
$7.5B
| $637M | 0.1% |
4,939,884
-1,370,694
| -22% | -$177M |
|
196
Prologis
PLD
$105B
| $616M | 0.1% |
6,176,309
+1,090,725
| +21% | +$109M |
|
197
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $610M | 0.09% |
6,661,928
+650,831
| +11% | +$59.6M |
|
198
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $609M | 0.09% |
6,654,484
-624,821
| -9% | -$57.2M |
|
199
Moderna
MRNA
$9.78B
| $605M | 0.09% |
5,795,084
+761,697
| +15% | +$79.6M |
|
200
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $599M | 0.09% |
9,978,294
+583,958
| +6% | +$35.1M |
|