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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.53T
| $62.3B | 3.77% |
120,240,122
+1,142,300
|
|
||
2
NVIDIA
NVDA
$4.24T
| $60.3B | 3.65% |
322,956,343
-2,754,465
|
|
||
|
3
Apple
AAPL
$4.12T
| $58.3B | 3.53% |
229,103,384
-4,095,262
|
|
||
4
Amazon
AMZN
$2.46T
| $35.8B | 2.17% |
162,864,808
+2,366,189
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.88T
| $29.6B | 1.79% |
121,945,648
-12,544,279
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$694B
| $27.1B | 1.64% |
40,654,532
+3,703,801
|
|
||
7
Meta Platforms (Facebook)
META
$1.58T
| $27B | 1.63% |
36,729,219
-490,068
|
|
||
8
Broadcom
AVGO
$1.78T
| $24.1B | 1.46% |
73,008,578
-724,893
|
|
||
9
JPMorgan Chase
JPM
$821B
| $20.6B | 1.25% |
65,445,847
-1,539,474
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$3.88T
| $17.2B | 1.04% |
70,709,406
-2,872,255
|
|
||
11
Visa
V
$643B
| $16.4B | 0.99% |
48,072,167
-1,983,350
|
|
||
12
iShares Core S&P 500 ETF
IVV
$719B
| $16.3B | 0.99% |
24,311,648
-446,762
|
|
||
13
Tesla
TSLA
$1.39T
| $16.1B | 0.97% |
36,146,709
-7,090,349
|
|
||
|
14
Vanguard S&P 500 ETF
VOO
$789B
| $15.6B | 0.94% |
25,449,929
+2,130,431
|
|
||
15
Invesco QQQ Trust
QQQ
$397B
| $14.7B | 0.89% |
24,558,237
+4,198,148
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.1T
| $13.4B | 0.81% |
26,572,525
-618,284
|
|
||
17
iShares Russell 1000 Growth ETF
IWF
$122B
| $12.7B | 0.77% |
27,048,285
-317,929
|
|
||
18
Eli Lilly
LLY
$988B
| $11.6B | 0.7% |
15,185,853
+317,357
|
|
||
19
Netflix
NFLX
$443B
| $10.2B | 0.62% |
85,096,550
+1,472,240
|
|
||
20
AbbVie
ABBV
$413B
| $9.64B | 0.58% |
41,654,784
-45,217
|
|
||
21
Home Depot
HD
$347B
| $9.11B | 0.55% |
22,489,918
-84,029
|
|
||
22
Mastercard
MA
$491B
| $9.06B | 0.55% |
15,923,022
-277,327
|
|
||
23
Johnson & Johnson
JNJ
$499B
| $8.94B | 0.54% |
48,231,667
+1,246,800
|
|
||
24
Walmart
WMT
$847B
| $8.79B | 0.53% |
85,254,109
-273,458
|
|
||
25
iShares Core MSCI EAFE ETF
IEFA
$157B
| $8.73B | 0.53% |
99,990,935
+1,369,686
|
|