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 | |
|---|---|---|---|---|---|---|
26
Costco
COST
$396B
| $8.72B | 0.53% |
9,415,648
-156,701
|
|
||
27
Exxon Mobil
XOM
$483B
| $8.45B | 0.51% |
74,913,804
+771,438
|
|
||
28
Vanguard Total Bond Market
BND
$143B
| $8.08B | 0.49% |
108,641,970
+2,141,228
|
|
||
29
Procter & Gamble
PG
$346B
| $7.89B | 0.48% |
51,332,718
-672,475
|
|
||
30
Uber
UBER
$174B
| $7.68B | 0.47% |
78,386,262
+3,569,460
|
|
||
|
31
Oracle
ORCL
$557B
| $7.49B | 0.45% |
26,629,953
-4,102,398
|
|
||
32
iShares Russell 1000 Value ETF
IWD
$66.7B
| $7.41B | 0.45% |
36,383,111
+703,830
|
|
||
33
Vanguard Growth ETF
VUG
$198B
| $7.09B | 0.43% |
14,773,590
+214,375
|
|
||
34
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
| $6.51B | 0.39% |
98,816,734
+2,162,432
|
|
||
35
Coca-Cola
KO
$311B
| $6.33B | 0.38% |
95,454,897
+4,899,077
|
|
||
36
Palo Alto Networks
PANW
$129B
| $6.26B | 0.38% |
30,759,375
+180,307
|
|
||
37
Vanguard Value ETF
VTV
$151B
| $6.19B | 0.38% |
33,213,043
+537,700
|
|
||
38
Thermo Fisher Scientific
TMO
$224B
| $6.17B | 0.37% |
12,721,912
-155,683
|
|
||
39
Goldman Sachs
GS
$240B
| $6.13B | 0.37% |
7,691,556
-646,753
|
|
||
40
Chevron
CVX
$298B
| $5.68B | 0.34% |
36,607,107
+3,048,508
|
|
||
41
Palantir
PLTR
$388B
| $5.52B | 0.33% |
30,240,527
-2,708,067
|
|
||
42
Invesco S&P 500 Equal Weight ETF
RSP
$72.9B
| $5.51B | 0.33% |
29,060,691
-3,592,564
|
|
||
43
Blackstone
BX
$111B
| $5.51B | 0.33% |
32,225,552
+563,172
|
|
||
44
Bank of America
BAC
$385B
| $5.29B | 0.32% |
102,597,099
-1,058,229
|
|
||
45
UnitedHealth
UNH
$295B
| $5.26B | 0.32% |
15,236,682
+134,179
|
|
||
46
Abbott
ABT
$223B
| $5.17B | 0.31% |
38,634,796
+3,428,144
|
|
||
47
Cisco
CSCO
$302B
| $5.14B | 0.31% |
75,119,906
+4,784,943
|
|
||
48
NextEra Energy
NEE
$176B
| $4.99B | 0.3% |
66,080,377
+2,147,879
|
|
||
49
RTX Corp
RTX
$231B
| $4.97B | 0.3% |
29,678,515
+749,482
|
|
||
50
Advanced Micro Devices
AMD
$326B
| $4.86B | 0.29% |
30,061,749
+445,032
|
|