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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Roblox
RBLX
|
$1.23B |
| 4 |
Wayfair
W
|
$1.05B |
| 5 |
CrowdStrike
CRWD
|
$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares US Real Estate ETF
IYR
$3.72B
| $896M | 0.12% |
8,793,786
+3,735,588
| +74% | +$381M |
|
177
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $891M | 0.12% |
9,831,714
+730,744
| +8% | +$66.2M |
|
178
Eli Lilly
LLY
$665B
| $877M | 0.12% |
3,822,819
+289,490
| +8% | +$66.4M |
|
179
Deere & Co
DE
$127B
| $875M | 0.12% |
2,479,850
+133,091
| +6% | +$46.9M |
|
180
iShares Gold Trust
IAU
$51.8B
| $857M | 0.11% |
25,429,505
+1,640,376
| +7% | +$55.3M |
|
181
Emerson Electric
EMR
$73.1B
| $850M | 0.11% |
8,830,778
-189,804
| -2% | -$18.3M |
|
182
10x Genomics
TXG
$1.65B
| $847M | 0.11% |
4,327,843
+191,777
| +5% | +$37.6M |
|
183
Stryker
SYK
$150B
| $815M | 0.11% |
3,137,303
-83,616
| -3% | -$21.7M |
|
184
Sherwin-Williams
SHW
$90.9B
| $804M | 0.11% |
2,950,247
-1,011,259
| -26% | -$276M |
|
185
Fastly
FSLY
$1.05B
| $803M | 0.11% |
13,467,444
+396,329
| +3% | +$23.6M |
|
186
Prologis
PLD
$104B
| $793M | 0.1% |
6,634,236
+1,552,532
| +31% | +$186M |
|
187
T-Mobile US
TMUS
$288B
| $792M | 0.1% |
5,468,832
+620,087
| +13% | +$89.8M |
|
188
Energy Select Sector SPDR Fund
XLE
$27.1B
| $790M | 0.1% |
14,656,770
+100,105
| +0.7% | +$5.39M |
|
189
Applied Materials
AMAT
$125B
| $783M | 0.1% |
5,498,783
+1,458,640
| +36% | +$208M |
|
190
Pinduoduo
PDD
$176B
| $781M | 0.1% |
6,150,653
+487,621
| +9% | +$61.9M |
|
191
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $781M | 0.1% |
14,248,927
+1,197,893
| +9% | +$65.7M |
|
192
General Motors
GM
$55.3B
| $779M | 0.1% |
13,170,806
+1,438,326
| +12% | +$85.1M |
|
193
iShares Short Treasury Bond ETF
SHV
$20.7B
| $777M | 0.1% |
7,035,851
-601,815
| -8% | -$66.5M |
|
194
Vanguard Information Technology ETF
VGT
$98.4B
| $775M | 0.1% |
1,942,249
-111,072
| -5% | -$44.3M |
|
195
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $771M | 0.1% |
7,360,106
+327,105
| +5% | +$34.3M |
|
196
Vanguard Real Estate ETF
VNQ
$34.3B
| $768M | 0.1% |
7,547,826
+1,550,631
| +26% | +$158M |
|
197
Target
TGT
$42.3B
| $765M | 0.1% |
3,164,273
+305,955
| +11% | +$74M |
|
198
Gilead Sciences
GILD
$141B
| $757M | 0.1% |
10,989,872
+1,702,366
| +18% | +$117M |
|
199
iShares Core Dividend Growth ETF
DGRO
$33.6B
| $754M | 0.1% |
14,966,536
+881,453
| +6% | +$44.4M |
|
200
Carlyle Group
CG
$23.1B
| $745M | 0.1% |
16,028,163
+6,093,214
| +61% | +$283M |
|