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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Alphabet (Google) Class C
GOOG
$2.58T
| $4.24B | 0.57% | 1,591,120 -842,012 | -35% | -$2.24B |
|
27
Snap
SNAP
$12.1B
| $4.15B | 0.56% | 56,231,297 +1,396,072 | +3% | +$103M |
|
28
Salesforce
CRM
$245B
| $4.12B | 0.56% | 15,201,272 -1,362,625 | -8% | -$370M |
|
29
Johnson & Johnson
JNJ
$427B
| $4.02B | 0.54% | 24,896,021 -170,723 | -0.7% | -$27.6M |
|
30
Adobe
ADBE
$151B
| $3.99B | 0.54% | 6,931,703 -95,266 | -1% | -$54.8M |
|
31
Home Depot
HD
$405B
| $3.92B | 0.53% | 11,938,903 +433,190 | +4% | +$142M |
|
|
32
NVIDIA
NVDA
$4.24T
| $3.83B | 0.52% | 18,498,150 +13,821,357 | +296% | +$2.86B |
|
33
Vanguard Total Bond Market
BND
$134B
| $3.83B | 0.52% | 44,823,433 +2,302,942 | +5% | +$197M |
|
34
iShares Russell 2000 ETF
IWM
$67B
| $3.6B | 0.48% | 16,459,106 -2,343,899 | -12% | -$513M |
|
35
Vanguard Value ETF
VTV
$144B
| $3.48B | 0.47% | 25,689,990 +1,130,032 | +5% | +$153M |
|
36
UnitedHealth
UNH
$281B
| $3.45B | 0.47% | 8,835,603 +142,366 | +2% | +$55.6M |
|
37
Zoom
ZM
$24.4B
| $3.43B | 0.46% | 13,111,368 +726,667 | +6% | +$190M |
|
38
Abbott
ABT
$231B
| $3.36B | 0.45% | 28,420,322 -141,819 | -0.5% | -$16.8M |
|
39
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.29B | 0.44% | 12,038,506 -391,420 | -3% | -$107M |
|
40
Intuitive Surgical
ISRG
$170B
| $3.25B | 0.44% | 3,270,499 -640,779 | -16% | -$637M |
|
41
Accenture
ACN
$162B
| $3.23B | 0.43% | 10,093,076 +205,505 | +2% | +$65.7M |
|
42
Cloudflare
NET
$72.7B
| $3.14B | 0.42% | 27,910,765 -819,129 | -3% | -$92.3M |
|
43
Veeva Systems
VEEV
$44B
| $3.13B | 0.42% | 10,861,782 -2,673,317 | -20% | -$770M |
|
44
Twilio
TWLO
$16.2B
| $3.11B | 0.42% | 9,736,046 -1,242,371 | -11% | -$396M |
|
45
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $3.07B | 0.41% | 37,502,830 +5,423,765 | +17% | +$444M |
|
46
Vanguard Growth ETF
VUG
$185B
| $3.05B | 0.41% | 10,524,561 -1,470 | -0% | -$427K |
|
|
47
Spotify
SPOT
$140B
| $3.01B | 0.41% | 13,367,561 -5,898,127 | -31% | -$1.33B |
|
48
PayPal
PYPL
$67.1B
| $2.95B | 0.4% | 11,347,128 -721,155 | -6% | -$188M |
|
|
49
Roblox
RBLX
$86.4B
| $2.92B | 0.39% | 38,590,461 +19,852,955 | +106% | +$1.5B |
|
50
Tesla
TSLA
$1.08T
| $2.91B | 0.39% | 3,752,034 +271,942 | +8% | +$211M |
|