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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
General Motors
GM
$55.7B
| $674M | 0.1% |
11,732,480
+2,820,610
| +32% | +$162M |
|
202
Eli Lilly
LLY
$659B
| $660M | 0.1% |
3,533,329
+155,365
| +5% | +$29M |
|
203
Skillz
SKLZ
$133M
| $643M | 0.09% |
33,789,952
+13,052,415
| +63% | +$249M |
|
204
Dow Inc
DOW
$17.3B
| $631M | 0.09% |
9,864,586
+1,241,292
| +14% | +$79.4M |
|
205
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $622M | 0.09% |
6,798,192
+143,708
| +2% | +$13.1M |
|
206
iShares Select Dividend ETF
DVY
$20.6B
| $618M | 0.09% |
5,412,569
+308,898
| +6% | +$35.2M |
|
207
T-Mobile US
TMUS
$288B
| $607M | 0.09% |
4,848,745
+1,858,726
| +62% | +$233M |
|
208
Texas Pacific Land
TPL
$21.6B
| $607M | 0.09% |
381,719
+130,658
| +52% | +$208M |
|
209
S&P Global
SPGI
$165B
| $601M | 0.09% |
1,703,855
+11,985
| +0.7% | +$4.23M |
|
210
Gilead Sciences
GILD
$140B
| $600M | 0.09% |
9,287,506
+2,163,164
| +30% | +$140M |
|
211
iShares Core S&P Total US Stock Market ETF
ITOT
$74.6B
| $592M | 0.09% |
6,466,038
+351,878
| +6% | +$32.2M |
|
212
Exelon
EXC
$43.8B
| $576M | 0.08% |
13,170,854
+1,399,942
| +12% | +$61.2M |
|
213
SPDR S&P Dividend ETF
SDY
$20.4B
| $574M | 0.08% |
4,861,088
+111,262
| +2% | +$13.1M |
|
214
iShares MBS ETF
MBB
$40.7B
| $566M | 0.08% |
5,222,898
+230,547
| +5% | +$25M |
|
215
Target
TGT
$42.1B
| $566M | 0.08% |
2,858,318
+259,679
| +10% | +$51.4M |
|
216
TJX Companies
TJX
$154B
| $566M | 0.08% |
8,555,070
+474,984
| +6% | +$31.4M |
|
217
Martin Marietta Materials
MLM
$37.1B
| $566M | 0.08% |
1,684,107
-1,224,728
| -42% | -$411M |
|
218
SPDR S&P Regional Banking ETF
KRE
$3.97B
| $565M | 0.08% |
8,521,466
+736,061
| +9% | +$48.8M |
|
219
lululemon athletica
LULU
$24B
| $564M | 0.08% |
1,838,867
-86,343
| -4% | -$26.5M |
|
220
iShares ESG Aware MSCI USA ETF
ESGU
$14.1B
| $564M | 0.08% |
6,202,179
+772,712
| +14% | +$70.2M |
|
221
Moody's
MCO
$89.5B
| $563M | 0.08% |
1,883,871
-23,715
| -1% | -$7.08M |
|
222
Ball Corp
BALL
$13.9B
| $560M | 0.08% |
6,607,457
+647,070
| +11% | +$54.8M |
|
223
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.1B
| $559M | 0.08% |
3,327,195
-905,004
| -21% | -$152M |
|
|
GTM
224
ZoomInfo Technologies
GTM
$3.29B
| $558M | 0.08% |
11,419,464
+6,506,257
| +132% | +$318M |
|
225
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.05B
| $556M | 0.08% |
7,089,546
-65,976
| -0.9% | -$5.17M |
|