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 S&P 500 ETF Trust
SPY
|
$1.82B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$827M |
| 3 |
Thermo Fisher Scientific
TMO
|
$721M |
| 4 |
SPDR Gold Trust
GLD
|
$686M |
| 5 |
Coca-Cola
KO
|
$459M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.57B |
| 2 |
Qualcomm
QCOM
|
$708M |
| 3 |
Blackstone
BX
|
$692M |
| 4 |
WP
Worldpay, Inc.
WP
|
$563M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$556M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.44% |
| 3 | Financials | 9.01% |
| 4 | Communication Services | 7.68% |
| 5 | Consumer Discretionary | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$268B
| $1.98B | 0.52% |
40,087,657
-1,675,232
| -4% | -$82.8M |
|
27
Danaher
DHR
$147B
| $1.96B | 0.52% |
13,536,068
-39,345
| -0.3% | -$5.68M |
|
|
28
Thermo Fisher Scientific
TMO
$186B
| $1.93B | 0.51% |
6,627,113
+2,476,490
| +60% | +$721M |
|
29
Ecolab
ECL
$78.6B
| $1.86B | 0.49% |
9,379,799
+1,996,193
| +27% | +$395M |
|
30
iShares Core S&P 500 ETF
IVV
$657B
| $1.84B | 0.49% |
6,156,571
+45,613
| +0.7% | +$13.6M |
|
|
31
Invesco QQQ Trust
QQQ
$361B
| $1.79B | 0.47% |
9,472,926
-8,291,127
| -47% | -$1.57B |
|
32
Abbott
ABT
$231B
| $1.76B | 0.47% |
21,087,085
+80,460
| +0.4% | +$6.73M |
|
33
NextEra Energy, Inc.
NEE
$150B
| $1.72B | 0.45% |
7,364,017
-107,320
| -1% | -$25M |
|
34
TAL Education Group
TAL
$6.46B
| $1.69B | 0.45% |
49,216,973
+971,635
| +2% | +$33.3M |
|
35
Boeing
BA
$179B
| $1.67B | 0.44% |
4,386,322
+181,984
| +4% | +$69.2M |
|
36
Pfizer
PFE
$142B
| $1.61B | 0.43% |
44,855,806
-1,680,971
| -4% | -$60.4M |
|
37
RTX Corp
RTX
$212B
| $1.61B | 0.43% |
11,795,077
-19,894
| -0.2% | -$2.72M |
|
38
Procter & Gamble
PG
$368B
| $1.6B | 0.42% |
12,862,765
-2,734,503
| -18% | -$340M |
|
39
Adobe
ADBE
$147B
| $1.59B | 0.42% |
5,746,694
-1,203,407
| -17% | -$332M |
|
40
Honeywell
HON
$138B
| $1.59B | 0.42% |
9,377,282
+442,456
| +5% | +$74.9M |
|
41
PepsiCo
PEP
$206B
| $1.56B | 0.41% |
11,345,877
+287,452
| +3% | +$39.4M |
|
42
Bank of America
BAC
$373B
| $1.55B | 0.41% |
53,140,432
+1,569,677
| +3% | +$45.8M |
|
43
Spotify
SPOT
$142B
| $1.55B | 0.41% |
13,561,245
+628,435
| +5% | +$71.6M |
|
44
Baxter International
BAX
$12.7B
| $1.54B | 0.41% |
17,634,457
+480,154
| +3% | +$42M |
|
45
UnitedHealth
UNH
$280B
| $1.52B | 0.4% |
6,997,904
+863,790
| +14% | +$188M |
|
|
46
SPDR Gold Trust
GLD
$110B
| $1.5B | 0.4% |
10,819,768
+4,937,441
| +84% | +$686M |
|
47
iShares Russell 1000 Growth ETF
IWF
$115B
| $1.46B | 0.39% |
9,120,889
+282,819
| +3% | +$45.1M |
|
48
Intel
INTC
$106B
| $1.44B | 0.38% |
27,897,985
+354,973
| +1% | +$18.3M |
|
49
Merck
MRK
$214B
| $1.43B | 0.38% |
16,999,760
+938,593
| +6% | +$79M |
|
50
Workday
WDAY
$61.6B
| $1.42B | 0.37% |
8,329,291
+1,489,523
| +22% | +$253M |
|