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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Value ETF
IWD
$73B
| $8.34B | 0.5% |
39,663,587
+3,280,476
|
|
||
27
Costco
COST
$458B
| $8.21B | 0.49% |
9,523,423
+107,775
|
|
||
28
Netflix
NFLX
$431B
| $8B | 0.48% |
85,349,973
+253,423
|
|
||
29
Home Depot
HD
$338B
| $7.61B | 0.45% |
22,113,754
-376,164
|
|
||
30
Vanguard Growth ETF
VUG
$195B
| $7.02B | 0.42% |
14,385,761
-387,829
|
|
||
31
Procter & Gamble
PG
$341B
| $7B | 0.42% |
48,823,274
-2,509,444
|
|
||
32
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
| $6.91B | 0.41% |
102,793,787
+3,977,053
|
|
||
33
Thermo Fisher Scientific
TMO
$186B
| $6.89B | 0.41% |
11,894,277
-827,635
|
|
||
34
Goldman Sachs
GS
$267B
| $6.56B | 0.39% |
7,462,643
-228,913
|
|
||
35
Uber
UBER
$146B
| $6.55B | 0.39% |
80,196,924
+1,810,662
|
|
||
36
Coca-Cola
KO
$336B
| $6.52B | 0.39% |
93,199,753
-2,255,144
|
|
||
37
Vanguard Value ETF
VTV
$169B
| $6.34B | 0.38% |
33,171,922
-41,121
|
|
||
38
Bank of America
BAC
$377B
| $6.2B | 0.37% |
112,791,313
+10,194,214
|
|
||
39
Invesco S&P 500 Equal Weight ETF
RSP
$88B
| $6B | 0.36% |
31,346,217
+2,285,526
|
|
||
40
Cisco
CSCO
$329B
| $5.8B | 0.35% |
75,326,258
+206,352
|
|
||
41
Vanguard FTSE Developed Markets ETF
VEA
$217B
| $5.65B | 0.34% |
90,491,038
+27,650,637
|
|
||
42
Palo Alto Networks
PANW
$135B
| $5.61B | 0.34% |
30,462,984
-296,391
|
|
||
43
Chevron
CVX
$379B
| $5.53B | 0.33% |
36,305,638
-301,469
|
|
||
|
44
SPDR Gold Trust
GLD
$161B
| $5.51B | 0.33% |
13,893,741
+2,539,266
|
|
||
45
RTX Corp
RTX
$273B
| $5.46B | 0.33% |
29,783,584
+105,069
|
|
||
|
46
Advanced Micro Devices
AMD
$386B
| $5.36B | 0.32% |
25,041,819
-5,019,930
|
|
||
47
Oracle
ORCL
$396B
| $5.29B | 0.32% |
27,125,099
+495,146
|
|
||
48
NextEra Energy
NEE
$197B
| $5.27B | 0.31% |
65,670,440
-409,937
|
|
||
49
UnitedHealth
UNH
$279B
| $5.21B | 0.31% |
15,790,095
+553,413
|
|
||
50
Palantir
PLTR
$312B
| $5.19B | 0.31% |
29,206,906
-1,033,621
|
|