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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$662B
| $3.82B | 0.56% | 9,593,894 +14,871 | +0.2% | +$5.92M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $3.78B | 0.56% | 8,293,242 +566,814 | +7% | +$259M |
|
28
Zoom
ZM
$24.4B
| $3.74B | 0.55% | 11,642,461 -1,860,678 | -14% | -$598M |
|
29
Twilio
TWLO
$16.2B
| $3.69B | 0.54% | 10,826,266 +1,566,136 | +17% | +$534M |
|
30
Veeva Systems
VEEV
$44B
| $3.67B | 0.54% | 14,059,822 -1,124,922 | -7% | -$294M |
|
31
ServiceNow
NOW
$190B
| $3.6B | 0.53% | 7,190,954 +13,102 | +0.2% | +$6.55M |
|
32
Home Depot
HD
$405B
| $3.46B | 0.51% | 11,343,414 +314,841 | +3% | +$96.1M |
|
33
Alibaba
BABA
$322B
| $3.28B | 0.48% | 14,485,202 -4,226,225 | -23% | -$958M |
|
34
Abbott
ABT
$231B
| $3.28B | 0.48% | 27,328,989 +641,577 | +2% | +$76.9M |
|
35
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.26B | 0.48% | 12,753,794 +515,554 | +4% | +$132M |
|
36
Adobe
ADBE
$151B
| $3.21B | 0.47% | 6,759,931 +45,108 | +0.7% | +$21.4M |
|
37
TAL Education Group
TAL
$6.46B
| $3.21B | 0.47% | 59,547,935 +5,185,173 | +10% | +$279M |
|
38
Vanguard Value ETF
VTV
$144B
| $3.11B | 0.46% | 23,639,212 +1,521,766 | +7% | +$200M |
|
39
Danaher
DHR
$147B
| $3.08B | 0.45% | 13,676,592 +29,325 | +0.2% | +$6.6M |
|
40
Accenture
ACN
$162B
| $3.01B | 0.44% | 10,887,507 +98,816 | +0.9% | +$27.3M |
|
41
UnitedHealth
UNH
$281B
| $2.95B | 0.43% | 7,925,049 -64,715 | -0.8% | -$24.1M |
|
42
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.94B | 0.43% | 45,654,330 +2,649,611 | +6% | +$171M |
|
|
43
Snowflake
SNOW
$79.6B
| $2.92B | 0.43% | 12,747,746 +6,266,942 | +97% | +$1.44B |
|
44
Salesforce
CRM
$245B
| $2.92B | 0.43% | 13,776,504 -110,196 | -0.8% | -$23.3M |
|
45
PayPal
PYPL
$67.1B
| $2.78B | 0.41% | 11,454,842 +1,639,951 | +17% | +$398M |
|
46
Vanguard Growth ETF
VUG
$185B
| $2.7B | 0.4% | 10,490,596 -296,439 | -3% | -$76.2M |
|
47
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.69B | 0.4% | 32,719,324 +3,064,814 | +10% | +$252M |
|
48
Automatic Data Processing
ADP
$123B
| $2.68B | 0.39% | 14,243,758 +584,565 | +4% | +$110M |
|
49
NVIDIA
NVDA
$4.24T
| $2.66B | 0.39% | 4,978,137 +283,027 | +6% | +$151M |
|
50
Tesla
TSLA
$1.08T
| $2.58B | 0.38% | 3,866,900 +314,099 | +9% | +$210M |
|