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 |
Uber
UBER
|
$916M |
| 2 |
Okta
OKTA
|
$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$718M |
| 4 |
Shopify
SHOP
|
$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.3B |
| 2 |
Walt Disney
DIS
|
$985M |
| 3 |
Ecolab
ECL
|
$893M |
| 4 |
SPDR Gold Trust
GLD
|
$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$373B
| $2.08B | 0.48% |
58,962,392
+5,821,960
| +11% | +$205M |
|
27
iShares Core S&P 500 ETF
IVV
$657B
| $2.07B | 0.48% |
6,403,405
+246,834
| +4% | +$79.8M |
|
28
Spotify
SPOT
$142B
| $2.07B | 0.48% |
13,835,030
+273,785
| +2% | +$40.9M |
|
29
UnitedHealth
UNH
$280B
| $2.05B | 0.48% |
6,970,427
-27,477
| -0.4% | -$8.08M |
|
30
NextEra Energy, Inc.
NEE
$150B
| $2.03B | 0.47% |
8,381,733
+1,017,716
| +14% | +$246M |
|
31
Cisco
CSCO
$268B
| $2.01B | 0.47% |
42,003,368
+1,915,711
| +5% | +$91.9M |
|
32
Abbott
ABT
$231B
| $1.98B | 0.46% |
22,784,073
+1,696,988
| +8% | +$147M |
|
33
Home Depot
HD
$405B
| $1.97B | 0.46% |
9,039,849
+501,771
| +6% | +$110M |
|
34
Invesco QQQ Trust
QQQ
$361B
| $1.93B | 0.45% |
9,065,657
-407,269
| -4% | -$86.6M |
|
|
35
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.93B | 0.45% |
42,918,853
+16,010,064
| +59% | +$718M |
|
|
36
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.88B | 0.44% |
27,072,755
+9,573,841
| +55% | +$665M |
|
37
Pfizer
PFE
$142B
| $1.86B | 0.43% |
47,348,466
+2,492,660
| +6% | +$97.7M |
|
38
Automatic Data Processing
ADP
$123B
| $1.83B | 0.43% |
10,737,545
+2,118,657
| +25% | +$361M |
|
39
RTX Corp
RTX
$212B
| $1.79B | 0.42% |
11,928,664
+133,587
| +1% | +$20M |
|
40
Intel
INTC
$106B
| $1.75B | 0.41% |
29,304,553
+1,406,568
| +5% | +$84.2M |
|
41
Adobe
ADBE
$147B
| $1.75B | 0.41% |
5,303,482
-443,212
| -8% | -$146M |
|
42
Salesforce
CRM
$242B
| $1.72B | 0.4% |
10,555,472
+1,403,459
| +15% | +$228M |
|
|
43
Shopify
SHOP
$181B
| $1.71B | 0.4% |
4,305,522
+1,718,909
| +66% | +$683M |
|
44
Procter & Gamble
PG
$368B
| $1.68B | 0.39% |
13,490,182
+627,417
| +5% | +$78.4M |
|
45
Merck
MRK
$214B
| $1.68B | 0.39% |
18,447,404
+1,447,644
| +9% | +$132M |
|
46
Honeywell
HON
$138B
| $1.67B | 0.39% |
9,413,249
+35,967
| +0.4% | +$6.37M |
|
47
Amgen
AMGN
$155B
| $1.63B | 0.38% |
6,762,243
+245,980
| +4% | +$59.3M |
|
48
iShares Russell 1000 Growth ETF
IWF
$115B
| $1.62B | 0.38% |
9,234,438
+113,549
| +1% | +$20M |
|
49
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $1.62B | 0.38% |
19,359,883
+7,078,581
| +58% | +$594M |
|
50
PepsiCo
PEP
$206B
| $1.61B | 0.37% |
11,771,624
+425,747
| +4% | +$58.2M |
|