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
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Intuitive Surgical
ISRG
$158B
| $903M | 0.12% |
4,499,142
+1,120,756
| +33% | +$225M |
|
177
Technology Select Sector SPDR Fund
XLK
$83.1B
| $900M | 0.12% |
7,079,982
-2,384,282
| -25% | -$303M |
|
178
Industrial Select Sector SPDR Fund
XLI
$22.9B
| $897M | 0.12% |
10,270,342
-686,200
| -6% | -$59.9M |
|
179
iShares Core Dividend Growth ETF
DGRO
$33.3B
| $870M | 0.11% |
18,267,251
+570,694
| +3% | +$27.2M |
|
180
Equifax
EFX
$29.2B
| $866M | 0.11% |
4,740,305
+3,112,286
| +191% | +$569M |
|
181
Vanguard High Dividend Yield ETF
VYM
$63.3B
| $866M | 0.11% |
8,515,066
+184,625
| +2% | +$18.8M |
|
182
iShares Core S&P Total US Stock Market ETF
ITOT
$74.7B
| $856M | 0.11% |
10,218,449
+2,654,097
| +35% | +$222M |
|
183
Charles Schwab
SCHW
$174B
| $853M | 0.11% |
13,507,965
+6,299,752
| +87% | +$398M |
|
184
Waste Management
WM
$90.2B
| $844M | 0.11% |
5,514,992
+1,421,717
| +35% | +$217M |
|
185
Grab
GRAB
$20.1B
| $840M | 0.11% |
331,940,377
+12,022,322
| +4% | +$30.4M |
|
186
Dollar General
DG
$24B
| $840M | 0.11% |
3,421,302
+1,310,612
| +62% | +$322M |
|
187
iShares Gold Trust
IAU
$52.2B
| $839M | 0.11% |
24,456,348
-353,196
| -1% | -$12.1M |
|
188
Moody's
MCO
$88.8B
| $837M | 0.11% |
3,077,558
+1,021,870
| +50% | +$278M |
|
189
Sherwin-Williams
SHW
$90.1B
| $832M | 0.11% |
3,713,844
+1,137,183
| +44% | +$255M |
|
190
Target
TGT
$42B
| $818M | 0.11% |
5,794,859
+1,957,984
| +51% | +$277M |
|
191
iShares Select Dividend ETF
DVY
$20.5B
| $807M | 0.1% |
6,857,778
+598,761
| +10% | +$70.5M |
|
192
iShares Short Treasury Bond ETF
SHV
$20.7B
| $794M | 0.1% |
7,208,711
+869,420
| +14% | +$95.7M |
|
193
BILL Holdings
BILL
$4.68B
| $793M | 0.1% |
7,210,256
+342,785
| +5% | +$37.7M |
|
|
GTM
194
ZoomInfo Technologies
GTM
$3.28B
| $757M | 0.1% |
22,787,299
-2,654,467
| -10% | -$88.2M |
|
195
Cigna
CI
$80.2B
| $755M | 0.1% |
2,864,517
+1,002,113
| +54% | +$264M |
|
196
iShares MSCI Japan ETF
EWJ
$15.2B
| $754M | 0.1% |
14,270,993
-2,261,964
| -14% | -$119M |
|
197
TJX Companies
TJX
$155B
| $752M | 0.1% |
13,472,214
+4,504,277
| +50% | +$252M |
|
198
Applied Materials
AMAT
$123B
| $751M | 0.1% |
8,260,055
+3,716,040
| +82% | +$338M |
|
199
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
| $751M | 0.1% |
15,538,460
-909,012
| -6% | -$43.9M |
|
200
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
| $749M | 0.1% |
9,460,403
+274,349
| +3% | +$21.7M |
|