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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Trade Desk
TTD
|
$1.48B |
| 4 |
Roblox
RBLX
|
$1.23B |
| 5 |
Wayfair
W
|
$1.05B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 2000 ETF
IWM
$67B
| $4.31B | 0.57% | 18,803,005 -1,598,291 | -8% | -$367M |
|
27
Veeva Systems
VEEV
$44B
| $4.21B | 0.56% | 13,535,099 -524,723 | -4% | -$163M |
|
28
Thermo Fisher Scientific
TMO
$186B
| $4.19B | 0.55% | 8,306,053 +12,811 | +0.2% | +$6.46M |
|
29
Johnson & Johnson
JNJ
$427B
| $4.13B | 0.54% | 25,066,744 +760,796 | +3% | +$125M |
|
30
Adobe
ADBE
$151B
| $4.12B | 0.54% | 7,026,969 +267,038 | +4% | +$156M |
|
31
Salesforce
CRM
$245B
| $4.05B | 0.53% | 16,563,897 +2,787,393 | +20% | +$681M |
|
32
ServiceNow
NOW
$190B
| $4B | 0.53% | 7,277,395 +86,441 | +1% | +$47.5M |
|
33
Alibaba
BABA
$322B
| $3.93B | 0.52% | 17,323,393 +2,838,191 | +20% | +$644M |
|
34
NVIDIA
NVDA
$4.24T
| $3.74B | 0.49% | 4,676,793 -301,344 | -6% | -$241M |
|
35
Snap
SNAP
$12.1B
| $3.74B | 0.49% | 54,835,225 +10,834,096 | +25% | +$738M |
|
36
Danaher
DHR
$147B
| $3.68B | 0.49% | 13,727,018 +50,426 | +0.4% | +$13.5M |
|
37
Home Depot
HD
$405B
| $3.67B | 0.48% | 11,505,713 +162,299 | +1% | +$51.8M |
|
|
38
Vanguard Total Bond Market
BND
$134B
| $3.65B | 0.48% | 42,520,491 +17,456,799 | +70% | +$1.5B |
|
39
Snowflake
SNOW
$79.6B
| $3.6B | 0.48% | 14,898,246 +2,150,500 | +17% | +$520M |
|
|
40
Intuitive Surgical
ISRG
$170B
| $3.6B | 0.47% | 3,911,278 -1,648,918 | -30% | -$1.52B |
|
41
PayPal
PYPL
$67.1B
| $3.52B | 0.46% | 12,068,283 +613,441 | +5% | +$179M |
|
42
UnitedHealth
UNH
$281B
| $3.48B | 0.46% | 8,693,237 +768,188 | +10% | +$308M |
|
43
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.45B | 0.46% | 12,429,926 -323,868 | -3% | -$90M |
|
44
Vanguard Value ETF
VTV
$144B
| $3.38B | 0.45% | 24,559,958 +920,746 | +4% | +$127M |
|
45
Abbott
ABT
$231B
| $3.31B | 0.44% | 28,562,141 +1,233,152 | +5% | +$143M |
|
|
46
Cloudflare
NET
$72.7B
| $3.04B | 0.4% | 28,729,894 +15,680,274 | +120% | +$1.66B |
|
47
Vanguard Growth ETF
VUG
$185B
| $3.02B | 0.4% | 10,526,031 +35,435 | +0.3% | +$10.2M |
|
48
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.96B | 0.39% | 44,225,195 -1,429,135 | -3% | -$95.7M |
|
49
Accenture
ACN
$162B
| $2.91B | 0.38% | 9,887,571 -999,936 | -9% | -$295M |
|
50
Automatic Data Processing
ADP
$123B
| $2.76B | 0.36% | 13,906,949 -336,809 | -2% | -$66.9M |
|