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 |
SPDR Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$662B
| $1.61B | 0.48% | 6,405,979 +1,016,107 | +19% | +$256M |
|
|
27
ServiceNow
NOW
$190B
| $1.6B | 0.48% | 9,011,876 +2,215,748 | +33% | +$395M |
|
28
Alibaba
BABA
$322B
| $1.56B | 0.47% | 11,385,343 -3,026,525 | -21% | -$415M |
|
|
29
iShares Russell 2000 ETF
IWM
$67B
| $1.56B | 0.47% | 11,643,506 -7,124,029 | -38% | -$954M |
|
30
Amgen
AMGN
$155B
| $1.55B | 0.47% | 7,982,854 +765,495 | +11% | +$149M |
|
31
Procter & Gamble
PG
$368B
| $1.54B | 0.46% | 16,763,603 -820,530 | -5% | -$75.4M |
|
32
AT&T
T
$209B
| $1.54B | 0.46% | 53,806,080 -2,757,116 | -5% | -$78.7M |
|
33
Merck
MRK
$210B
| $1.53B | 0.46% | 20,039,499 +3,472,498 | +21% | +$265M |
|
34
Philip Morris
PM
$260B
| $1.53B | 0.46% | 22,845,593 -1,019,411 | -4% | -$68.1M |
|
|
35
TAL Education Group
TAL
$6.46B
| $1.52B | 0.45% | 56,883,157 +14,488,653 | +34% | +$387M |
|
36
Intuitive Surgical
ISRG
$170B
| $1.51B | 0.45% | 3,155,617 +299,422 | +10% | +$143M |
|
37
Home Depot
HD
$405B
| $1.5B | 0.45% | 8,711,958 +129,345 | +2% | +$22.2M |
|
38
Danaher
DHR
$147B
| $1.5B | 0.45% | 14,514,276 +57,966 | +0.4% | +$5.98M |
|
39
Adobe
ADBE
$151B
| $1.49B | 0.44% | 6,565,729 +1,707,118 | +35% | +$386M |
|
40
Bank of America
BAC
$376B
| $1.45B | 0.43% | 58,970,564 -1,062,202 | -2% | -$26.2M |
|
41
NextEra Energy, Inc.
NEE
$148B
| $1.45B | 0.43% | 8,322,626 +279,890 | +3% | +$48.7M |
|
|
TWTR
42
DELISTED
Twitter, Inc.
TWTR
| $1.43B | 0.43% | 49,882,507 +1,874,816 | +4% | +$53.9M |
|
43
Accenture
ACN
$162B
| $1.41B | 0.42% | 9,999,916 +204,049 | +2% | +$28.8M |
|
44
Booking.com
BKNG
$181B
| $1.39B | 0.42% | 807,059 +17,599 | +2% | +$30.3M |
|
45
Boeing
BA
$177B
| $1.36B | 0.41% | 4,212,086 +212,734 | +5% | +$68.6M |
|
46
Honeywell
HON
$139B
| $1.35B | 0.4% | 10,195,758 -1,399,503 | -12% | -$185M |
|
47
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.31B | 0.39% | 8,694,054 -456,322 | -5% | -$68.8M |
|
48
RTX Corp
RTX
$212B
| $1.31B | 0.39% | 12,261,385 -169,939 | -1% | -$18.1M |
|
49
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.28B | 0.38% | 34,625,322 +2,496,985 | +8% | +$92.6M |
|
50
PepsiCo
PEP
$204B
| $1.28B | 0.38% | 11,598,898 +471,361 | +4% | +$52.1M |
|