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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.54T
| $62B | 3.74% |
244,474,722
+13,991,687
|
|
||
2
NVIDIA
NVDA
$5.22T
| $59.8B | 3.6% |
342,954,346
+19,220,362
|
|
||
3
Microsoft
MSFT
$3.11T
| $46.2B | 2.79% |
124,881,288
+3,660,727
|
|
||
4
Amazon
AMZN
$2.86T
| $36.2B | 2.18% |
173,925,856
+12,345,516
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.64T
| $34.8B | 2.1% |
120,955,598
-838,768
|
|
||
6
State Street SPDR S&P 500 ETF Trust
SPY
$772B
| $26.3B | 1.59% |
40,502,730
+11,178,224
|
|
||
7
Broadcom
AVGO
$1.96T
| $23.5B | 1.42% |
75,935,152
+2,970,396
|
|
||
8
Meta Platforms (Facebook)
META
$1.55T
| $21.8B | 1.31% |
38,078,962
+525,860
|
|
||
|
9
Alphabet (Google) Class C
GOOG
$4.6T
| $20.6B | 1.24% |
71,667,565
-173,854
|
|
||
10
JPMorgan Chase
JPM
$821B
| $20.2B | 1.21% |
68,544,442
+2,159,174
|
|
||
11
iShares Core S&P 500 ETF
IVV
$833B
| $15.3B | 0.92% |
23,381,866
-646,370
|
|
||
12
Tesla
TSLA
$1.6T
| $14.6B | 0.88% |
39,177,400
+3,394,385
|
|
||
13
Vanguard S&P 500 ETF
VOO
$963B
| $14.6B | 0.88% |
24,365,727
-202,645
|
|
||
14
Eli Lilly
LLY
$950B
| $14.2B | 0.86% |
15,437,458
-155,561
|
|
||
15
Visa
V
$625B
| $13.9B | 0.84% |
45,979,950
-883,131
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.05T
| $12.9B | 0.78% |
26,854,441
+574,240
|
|
||
17
iShares Russell 1000 Growth ETF
IWF
$130B
| $12.7B | 0.76% |
119,058,420
+8,513,724
|
|
||
|
18
Invesco QQQ Trust
QQQ
$475B
| $12.4B | 0.75% |
21,535,425
+5,493,584
|
|
||
19
Exxon Mobil
XOM
$642B
| $12.2B | 0.73% |
71,718,998
-2,738,857
|
|
||
20
Johnson & Johnson
JNJ
$564B
| $10.9B | 0.66% |
44,721,167
-1,604,422
|
|
||
21
Walmart Inc
WMT
$959B
| $10.7B | 0.64% |
85,906,471
+1,633,455
|
|
||
22
Costco
COST
$456B
| $9.86B | 0.59% |
9,898,711
+375,288
|
|
||
23
Netflix
NFLX
$373B
| $9.52B | 0.57% |
99,018,124
+13,668,151
|
|
||
24
iShares Core MSCI EAFE ETF
IEFA
$184B
| $9.52B | 0.57% |
105,157,541
+274,293
|
|
||
25
Vanguard Total Bond Market
BND
$152B
| $9.21B | 0.55% |
125,018,604
+89,124
|
|