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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Broadridge
BR
$29.5B
| $1.07B | 0.11% |
5,950,818
-948,488
| -14% | -$170M |
|
177
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
| $1.06B | 0.11% |
3,169,331
-1,021,745
| -24% | -$342M |
|
178
Waste Management
WM
$90.6B
| $1.06B | 0.11% |
6,963,527
+46,084
| +0.7% | +$7.03M |
|
179
iShares Core S&P US Growth ETF
IUSG
$24.7B
| $1.06B | 0.11% |
11,135,043
+1,419,441
| +15% | +$135M |
|
180
McKesson
MCK
$86B
| $1.04B | 0.11% |
2,398,380
+294,832
| +14% | +$128M |
|
181
Financial Select Sector SPDR Fund
XLF
$54.2B
| $1.04B | 0.11% |
31,372,329
-1,173,186
| -4% | -$38.9M |
|
182
Otis Worldwide
OTIS
$33.9B
| $1.04B | 0.11% |
12,912,654
-195,005
| -1% | -$15.7M |
|
|
ATVI
183
DELISTED
Activision Blizzard Inc.
ATVI
| $1.03B | 0.1% |
10,982,125
+3,783,767
| +53% | +$354M |
|
184
United Parcel Service
UPS
$71.6B
| $1.02B | 0.1% |
6,548,962
-738,852
| -10% | -$115M |
|
185
Constellation Brands
STZ
$25.7B
| $1.02B | 0.1% |
4,050,468
+58,518
| +1% | +$14.7M |
|
186
Citigroup
C
$179B
| $1.01B | 0.1% |
24,581,902
-995,434
| -4% | -$40.9M |
|
187
Alibaba
BABA
$312B
| $1.01B | 0.1% |
11,610,078
+1,406,491
| +14% | +$122M |
|
188
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $999M | 0.1% |
20,216,627
+1,888,979
| +10% | +$93.4M |
|
189
Vertex Pharmaceuticals
VRTX
$102B
| $998M | 0.1% |
2,870,101
+89,217
| +3% | +$31M |
|
190
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $997M | 0.1% |
10,917,711
+237,006
| +2% | +$21.7M |
|
191
Grab
GRAB
$20.6B
| $994M | 0.1% |
280,813,079
-7,606,169
| -3% | -$26.9M |
|
192
Humana
HUM
$37.5B
| $993M | 0.1% |
2,040,896
+119,760
| +6% | +$58.3M |
|
193
Illinois Tool Works
ITW
$77.4B
| $991M | 0.1% |
4,302,662
+2,800
| +0.1% | +$645K |
|
194
GE Aerospace
GE
$299B
| $990M | 0.1% |
11,221,255
+544,724
| +5% | +$48.1M |
|
195
EOG Resources
EOG
$66.4B
| $987M | 0.1% |
7,789,774
+116,860
| +2% | +$14.8M |
|
196
iShares Core S&P Total US Stock Market ETF
ITOT
$75.6B
| $984M | 0.1% |
10,451,944
+78,020
| +0.8% | +$7.35M |
|
197
Vanguard High Dividend Yield ETF
VYM
$64.1B
| $976M | 0.1% |
9,443,912
+20,686
| +0.2% | +$2.14M |
|
198
CME Group
CME
$96.4B
| $973M | 0.1% |
4,858,967
+1,163,103
| +31% | +$233M |
|
199
Arista Networks
ANET
$177B
| $967M | 0.1% |
21,033,096
-651,144
| -3% | -$29.9M |
|
200
3M
MMM
$82.8B
| $957M | 0.1% |
12,231,278
-5,006
| -0% | -$392K |
|