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
|
$3.34B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.05B |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$1.88B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.71B |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.3B |
Top Sells
| 1 |
Mercado Libre
MELI
|
$712M |
| 2 |
TAL Education Group
TAL
|
$651M |
| 3 |
Booking.com
BKNG
|
$568M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$454M |
| 5 |
Apple
AAPL
|
$406M |
Sector Composition
| 1 | Technology | 16.07% |
| 2 | Healthcare | 10.42% |
| 3 | Financials | 7.81% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Communication Services | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$297B
| $2.15B | 0.58% | 48,492,188 -2,271,677 | -4% | -$101M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $2.14B | 0.58% | 7,555,955 -365,463 | -5% | -$104M |
|
28
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.07B | 0.56% | 11,338,347 +756,218 | +7% | +$138M |
|
29
iShares Russell 2000 ETF
IWM
$67B
| $2.04B | 0.56% | 17,851,463 +10,854,416 | +155% | +$1.24B |
|
30
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2B | 0.54% | 20,238,363 +7,196,919 | +55% | +$712M |
|
31
Abbott
ABT
$231B
| $2B | 0.54% | 25,362,234 +2,578,161 | +11% | +$203M |
|
32
Spotify
SPOT
$140B
| $1.99B | 0.54% | 16,413,150 +2,578,120 | +19% | +$313M |
|
33
Verizon
VZ
$186B
| $1.95B | 0.53% | 36,368,596 -166,874 | -0.5% | -$8.97M |
|
|
34
TAL Education Group
TAL
$6.46B
| $1.92B | 0.52% | 36,092,986 -12,214,629 | -25% | -$651M |
|
35
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.92B | 0.52% | 23,331,701 +14,239,074 | +157% | +$1.17B |
|
36
Danaher
DHR
$147B
| $1.9B | 0.52% | 13,725,405 -236,245 | -2% | -$32.7M |
|
37
Vanguard Total Bond Market
BND
$134B
| $1.87B | 0.51% | 21,922,936 +13,558,423 | +162% | +$1.16B |
|
38
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.86B | 0.51% | 46,049,324 +23,578,812 | +105% | +$954M |
|
39
AT&T
T
$209B
| $1.83B | 0.5% | 62,878,412 -13,132,824 | -17% | -$383M |
|
40
Zoom
ZM
$24.4B
| $1.78B | 0.48% | 12,187,772 +7,205,678 | +145% | +$1.05B |
|
41
NextEra Energy, Inc.
NEE
$148B
| $1.77B | 0.48% | 7,351,217 -1,030,516 | -12% | -$248M |
|
42
Accenture
ACN
$162B
| $1.75B | 0.48% | 10,747,318 -84,324 | -0.8% | -$13.8M |
|
43
Vanguard Growth ETF
VUG
$185B
| $1.74B | 0.47% | 11,127,040 +3,677,001 | +49% | +$576M |
|
44
Home Depot
HD
$405B
| $1.73B | 0.47% | 9,255,927 +216,078 | +2% | +$40.3M |
|
45
Nike
NKE
$114B
| $1.7B | 0.46% | 20,528,550 +5,256,195 | +34% | +$435M |
|
46
UnitedHealth
UNH
$281B
| $1.69B | 0.46% | 6,788,995 -181,432 | -3% | -$45.2M |
|
47
Intel
INTC
$107B
| $1.65B | 0.45% | 30,413,363 +1,108,810 | +4% | +$60M |
|
48
Adobe
ADBE
$151B
| $1.63B | 0.44% | 5,112,487 -190,995 | -4% | -$60.8M |
|
49
Vanguard Value ETF
VTV
$144B
| $1.61B | 0.44% | 18,031,497 +5,752,798 | +47% | +$512M |
|
50
iShares TIPS Bond ETF
TIP
$13.6B
| $1.6B | 0.43% | 13,541,551 +6,868,082 | +103% | +$810M |
|