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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marsh & McLennan
MMC
$102B
| $1.13B | 0.11% |
5,994,391
-130,055
| -2% | -$24.5M |
|
177
Boston Scientific
BSX
$158B
| $1.12B | 0.11% |
20,718,448
+386,987
| +2% | +$20.9M |
|
178
Financial Select Sector SPDR Fund
XLF
$54.2B
| $1.1B | 0.11% |
32,545,515
+213,887
| +0.7% | +$7.21M |
|
179
Booking.com
BKNG
$181B
| $1.08B | 0.11% |
399,547
+22,808
| +6% | +$61.6M |
|
180
Illinois Tool Works
ITW
$77.3B
| $1.08B | 0.11% |
4,299,862
-9,386
| -0.2% | -$2.35M |
|
181
Pinduoduo
PDD
$176B
| $1.07B | 0.11% |
15,431,288
-173,138
| -1% | -$12M |
|
182
Ecolab
ECL
$77.8B
| $1.07B | 0.11% |
5,707,054
-39,876
| -0.7% | -$7.44M |
|
183
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $1.04B | 0.1% |
9,735,379
-1,222,022
| -11% | -$131M |
|
184
ASML
ASML
$296B
| $1.04B | 0.1% |
1,441,413
-454,225
| -24% | -$329M |
|
185
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $1.04B | 0.1% |
20,736,335
-991,680
| -5% | -$49.9M |
|
186
Rockwell Automation
ROK
$38.3B
| $1.04B | 0.1% |
3,153,249
+156,951
| +5% | +$51.7M |
|
187
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $1.03B | 0.1% |
10,680,705
+248,294
| +2% | +$24M |
|
188
3M
MMM
$82.8B
| $1.02B | 0.1% |
12,236,284
+112,236
| +0.9% | +$9.39M |
|
189
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
| $1.01B | 0.1% |
10,373,924
-84,443
| -0.8% | -$8.26M |
|
190
Vanguard High Dividend Yield ETF
VYM
$64B
| $1,000M | 0.1% |
9,423,226
-140,206
| -1% | -$14.9M |
|
|
191
iShares MSCI ACWI ETF
ACWI
$22.1B
| $996M | 0.1% |
10,380,845
-7,804,745
| -43% | -$749M |
|
192
iShares Russell 2000 Value ETF
IWN
$11.9B
| $992M | 0.1% |
7,044,371
+363,684
| +5% | +$51.2M |
|
193
Valero Energy
VLO
$48.4B
| $991M | 0.1% |
8,444,535
-273,581
| -3% | -$32.1M |
|
194
Grab
GRAB
$20.7B
| $989M | 0.1% |
288,419,248
-24,721,337
| -8% | -$84.8M |
|
195
iShares MSCI USA Quality Factor ETF
QUAL
$54.5B
| $988M | 0.1% |
7,328,634
+427,463
| +6% | +$57.7M |
|
196
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $987M | 0.1% |
19,160,748
+377,248
| +2% | +$19.4M |
|
197
HDFC Bank
HDB
$180B
| $987M | 0.1% |
14,163,196
-1,986,924
| -12% | -$138M |
|
198
Constellation Brands
STZ
$25.7B
| $983M | 0.1% |
3,991,950
+283,241
| +8% | +$69.7M |
|
199
Vertex Pharmaceuticals
VRTX
$102B
| $979M | 0.1% |
2,780,884
+427,823
| +18% | +$151M |
|
200
Trip.com Group
TCOM
$47.6B
| $971M | 0.1% |
27,732,021
-3,049,601
| -10% | -$107M |
|