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 | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Value ETF
IWD
$74.7B
| $9.02B | 0.54% |
42,227,257
+2,563,670
|
|
||
27
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
| $8.81B | 0.53% |
126,259,202
+23,465,415
|
|
||
28
AbbVie
ABBV
$381B
| $8.27B | 0.5% |
38,016,774
-2,025,166
|
|
||
29
Chevron
CVX
$381B
| $7.62B | 0.46% |
36,847,021
+541,383
|
|
||
30
Mastercard
MA
$441B
| $7.58B | 0.46% |
15,162,577
-883,973
|
|
||
|
31
iShares Russell 2000 ETF
IWM
$79.5B
| $7.38B | 0.44% |
29,761,929
+12,640,789
|
|
||
32
Home Depot
HD
$312B
| $7.36B | 0.44% |
22,369,334
+255,580
|
|
||
33
Procter & Gamble
PG
$336B
| $7.11B | 0.43% |
49,216,260
+392,986
|
|
||
34
Coca-Cola
KO
$351B
| $6.99B | 0.42% |
91,894,070
-1,305,683
|
|
||
35
Vanguard Value ETF
VTV
$177B
| $6.6B | 0.4% |
33,645,562
+473,640
|
|
||
36
Invesco S&P 500 Equal Weight ETF
RSP
$88.7B
| $6.55B | 0.39% |
34,154,520
+2,808,303
|
|
||
37
Vanguard Growth ETF
VUG
$225B
| $6.49B | 0.39% |
89,182,620
+2,868,054
|
|
||
38
Cisco
CSCO
$475B
| $6.03B | 0.36% |
77,731,032
+2,404,774
|
|
||
39
NextEra Energy
NEE
$185B
| $6.01B | 0.36% |
64,751,882
-918,558
|
|
||
40
Salesforce
CRM
$147B
| $5.91B | 0.36% |
31,675,603
+12,666,457
|
|
||
41
RTX Corp
RTX
$238B
| $5.81B | 0.35% |
30,123,739
+340,155
|
|
||
42
Goldman Sachs
GS
$294B
| $5.77B | 0.35% |
6,816,599
-646,044
|
|
||
43
Merck
MRK
$302B
| $5.73B | 0.35% |
47,632,487
+2,686,466
|
|
||
44
Micron Technology
MU
$847B
| $5.69B | 0.34% |
16,842,006
+445,351
|
|
||
45
Amgen
AMGN
$183B
| $5.57B | 0.34% |
15,836,058
+91,530
|
|
||
46
GE Vernova
GEV
$279B
| $5.56B | 0.34% |
6,369,723
+315,249
|
|
||
47
Uber
UBER
$146B
| $5.54B | 0.33% |
77,069,501
-3,127,423
|
|
||
48
Vanguard FTSE Developed Markets ETF
VEA
$226B
| $5.42B | 0.33% |
84,618,722
-5,872,316
|
|
||
49
Thermo Fisher Scientific
TMO
$167B
| $5.34B | 0.32% |
10,863,528
-1,030,749
|
|
||
50
Caterpillar
CAT
$405B
| $5.31B | 0.32% |
7,499,662
+424,543
|
|