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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
GE Vernova
GEV
$167B
| $1.47B | 0.1% |
4,462,022
+706,618
| +19% | +$232M |
|
177
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.46B | 0.1% |
21,798,173
+118,696
| +0.5% | +$7.96M |
|
178
Parker-Hannifin
PH
$96.2B
| $1.44B | 0.1% |
2,268,512
+107,438
| +5% | +$68.3M |
|
179
American Tower
AMT
$95.5B
| $1.43B | 0.1% |
7,806,489
-816,867
| -9% | -$150M |
|
180
Affirm
AFRM
$28.8B
| $1.42B | 0.1% |
23,279,477
-6,914,985
| -23% | -$421M |
|
181
PayPal
PYPL
$67.1B
| $1.41B | 0.1% |
16,572,988
+1,415,563
| +9% | +$121M |
|
182
General Dynamics
GD
$87.3B
| $1.41B | 0.1% |
5,360,575
+131,225
| +3% | +$34.6M |
|
183
Micron Technology
MU
$133B
| $1.4B | 0.1% |
16,601,258
-1,729,606
| -9% | -$146M |
|
184
Marsh & McLennan
MMC
$101B
| $1.4B | 0.1% |
6,569,313
+56,924
| +0.9% | +$12.1M |
|
185
O'Reilly Automotive
ORLY
$88B
| $1.38B | 0.1% |
1,164,983
+1,045
| +0.1% | +$1.24M |
|
186
Amphenol
APH
$133B
| $1.38B | 0.1% |
19,881,830
-268,929
| -1% | -$18.7M |
|
187
Ecolab
ECL
$78.6B
| $1.38B | 0.1% |
5,886,120
+88,834
| +2% | +$20.8M |
|
188
McKesson
MCK
$85.4B
| $1.37B | 0.1% |
2,404,648
-88,203
| -4% | -$50.3M |
|
189
ICICI Bank
IBN
$113B
| $1.36B | 0.1% |
45,709,585
-7,022,122
| -13% | -$210M |
|
190
Marriott International Class A Common Stock
MAR
$72.7B
| $1.36B | 0.1% |
4,864,777
-62,457
| -1% | -$17.4M |
|
191
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $1.35B | 0.09% |
10,528,084
+44,845
| +0.4% | +$5.77M |
|
192
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $1.31B | 0.09% |
22,507,239
+1,614,436
| +8% | +$93.6M |
|
193
Mondelez International
MDLZ
$79.5B
| $1.31B | 0.09% |
21,852,829
+1,225,558
| +6% | +$73.2M |
|
194
GoDaddy
GDDY
$20.5B
| $1.28B | 0.09% |
6,490,406
+17,287
| +0.3% | +$3.41M |
|
195
Cummins
CMI
$54.9B
| $1.28B | 0.09% |
3,666,583
-9,595
| -0.3% | -$3.34M |
|
196
Vertex Pharmaceuticals
VRTX
$100B
| $1.28B | 0.09% |
3,171,387
+132,950
| +4% | +$53.5M |
|
197
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $1.27B | 0.09% |
21,869,931
+1,317,570
| +6% | +$76.7M |
|
198
3M
MMM
$82.8B
| $1.27B | 0.09% |
9,841,418
+1,043,034
| +12% | +$135M |
|
199
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $1.26B | 0.09% |
21,931,380
+580,483
| +3% | +$33.3M |
|
200
Vanguard Information Technology ETF
VGT
$99.7B
| $1.26B | 0.09% |
2,024,346
+9,865
| +0.5% | +$6.13M |
|