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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.58B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
TAL Education Group
TAL
$6.46B
| $3.89B | 0.6% |
54,362,762
+6,090,550
| +13% | +$436M |
|
27
iShares Russell 1000 Value ETF
IWD
$63.2B
| $3.86B | 0.6% |
28,219,786
+730,075
| +3% | +$99.8M |
|
28
Johnson & Johnson
JNJ
$427B
| $3.79B | 0.59% |
24,111,028
+1,638,263
| +7% | +$258M |
|
|
TWTR
29
DELISTED
Twitter, Inc.
TWTR
| $3.69B | 0.57% |
68,115,796
+8,103,784
| +14% | +$439M |
|
30
Thermo Fisher Scientific
TMO
$186B
| $3.6B | 0.56% |
7,726,428
+328,820
| +4% | +$153M |
|
31
iShares Core S&P 500 ETF
IVV
$657B
| $3.6B | 0.56% |
9,579,023
+1,309,395
| +16% | +$492M |
|
32
Adobe
ADBE
$147B
| $3.36B | 0.52% |
6,714,823
+509,861
| +8% | +$255M |
|
|
33
Twilio
TWLO
$16.2B
| $3.13B | 0.48% |
9,260,130
-2,401,684
| -21% | -$813M |
|
34
Salesforce
CRM
$242B
| $3.09B | 0.48% |
13,886,700
+1,680,084
| +14% | +$374M |
|
35
Danaher
DHR
$147B
| $3.03B | 0.47% |
13,647,267
+699,427
| +5% | +$155M |
|
36
Home Depot
HD
$405B
| $2.93B | 0.45% |
11,028,573
+1,058,223
| +11% | +$281M |
|
37
Abbott
ABT
$231B
| $2.92B | 0.45% |
26,687,412
+1,316,343
| +5% | +$144M |
|
38
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.84B | 0.44% |
12,238,240
+793,802
| +7% | +$184M |
|
39
Accenture
ACN
$162B
| $2.82B | 0.44% |
10,788,691
-625,633
| -5% | -$163M |
|
40
UnitedHealth
UNH
$280B
| $2.8B | 0.43% |
7,989,764
+986,472
| +14% | +$346M |
|
41
Nike
NKE
$110B
| $2.76B | 0.43% |
19,496,387
+4,643,842
| +31% | +$657M |
|
42
Vanguard Growth ETF
VUG
$183B
| $2.73B | 0.42% |
10,787,035
+242,961
| +2% | +$61.6M |
|
43
Costco
COST
$418B
| $2.67B | 0.41% |
7,084,438
+2,034,871
| +40% | +$767M |
|
44
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.67B | 0.41% |
43,004,719
-918,741
| -2% | -$57M |
|
45
Coca-Cola
KO
$297B
| $2.67B | 0.41% |
48,640,574
+3,397,649
| +8% | +$186M |
|
46
SPDR Gold Trust
GLD
$110B
| $2.66B | 0.41% |
14,912,925
+699,438
| +5% | +$125M |
|
47
Vanguard Value ETF
VTV
$143B
| $2.63B | 0.41% |
22,117,446
+3,518,755
| +19% | +$419M |
|
48
iShares Russell 2000 ETF
IWM
$66.6B
| $2.55B | 0.39% |
13,010,096
-1,023,178
| -7% | -$201M |
|
|
FTCH
49
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $2.55B | 0.39% |
39,925,206
+13,737,367
| +52% | +$877M |
|
50
Tesla
TSLA
$1.06T
| $2.51B | 0.39% |
3,552,801
+968,553
| +37% | +$683M |
|