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 |
Apple
AAPL
|
$10.7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.12B |
| 3 |
Intuitive Surgical
ISRG
|
$922M |
| 4 |
Tesla
TSLA
|
$902M |
| 5 |
Amazon
AMZN
|
$815M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Shopify
SHOP
|
$427M |
| 4 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
| 5 |
Chewy
CHWY
|
$406M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core MSCI EAFE ETF
IEFA
$148B
| $3.43B | 0.66% |
56,858,498
+774,302
| +1% | +$46.7M |
|
27
Johnson & Johnson
JNJ
$427B
| $3.35B | 0.65% |
22,472,765
+933,976
| +4% | +$139M |
|
28
Thermo Fisher Scientific
TMO
$186B
| $3.27B | 0.63% |
7,397,608
-265,702
| -3% | -$117M |
|
29
iShares Russell 1000 Value ETF
IWD
$63.2B
| $3.25B | 0.63% |
27,489,711
+327,312
| +1% | +$38.7M |
|
30
Salesforce
CRM
$242B
| $3.07B | 0.59% |
12,206,616
+1,118,889
| +10% | +$281M |
|
31
Adobe
ADBE
$147B
| $3.04B | 0.59% |
6,204,962
+1,045,762
| +20% | +$513M |
|
32
Twilio
TWLO
$16.2B
| $2.88B | 0.56% |
11,661,814
+495,130
| +4% | +$122M |
|
33
Danaher
DHR
$147B
| $2.79B | 0.54% |
12,947,840
+342,000
| +3% | +$73.6M |
|
34
iShares Core S&P 500 ETF
IVV
$657B
| $2.78B | 0.54% |
8,269,628
+42,363
| +0.5% | +$14.2M |
|
35
Home Depot
HD
$405B
| $2.77B | 0.54% |
9,970,350
+470,651
| +5% | +$131M |
|
36
Abbott
ABT
$231B
| $2.76B | 0.53% |
25,371,069
+568,480
| +2% | +$61.9M |
|
37
Okta
OKTA
$16.4B
| $2.75B | 0.53% |
12,838,519
+1,079,479
| +9% | +$231M |
|
|
TWTR
38
DELISTED
Twitter, Inc.
TWTR
| $2.67B | 0.52% |
60,012,012
+10,331,277
| +21% | +$460M |
|
39
Accenture
ACN
$162B
| $2.58B | 0.5% |
11,414,324
-566,847
| -5% | -$128M |
|
40
SPDR Gold Trust
GLD
$110B
| $2.52B | 0.49% |
14,213,487
+1,947,011
| +16% | +$345M |
|
41
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.44B | 0.47% |
11,444,438
+552,369
| +5% | +$118M |
|
42
Vanguard Growth ETF
VUG
$183B
| $2.4B | 0.46% |
10,544,074
-253,334
| -2% | -$57.7M |
|
43
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.32B | 0.45% |
43,923,460
+244,065
| +0.6% | +$12.9M |
|
44
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.31B | 0.45% |
27,864,163
+3,444,452
| +14% | +$286M |
|
45
Coca-Cola
KO
$297B
| $2.23B | 0.43% |
45,242,925
+1,413,048
| +3% | +$69.8M |
|
46
UnitedHealth
UNH
$280B
| $2.18B | 0.42% |
7,003,292
+325,936
| +5% | +$102M |
|
47
Amgen
AMGN
$155B
| $2.18B | 0.42% |
8,565,891
+561,293
| +7% | +$143M |
|
48
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.17B | 0.42% |
21,327,866
+1,497,872
| +8% | +$153M |
|
49
Verizon
VZ
$185B
| $2.16B | 0.42% |
36,293,170
-928,637
| -2% | -$55.2M |
|
50
AT&T
T
$208B
| $2.14B | 0.41% |
75,022,082
+1,628,117
| +2% | +$46.4M |
|