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
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
NVIDIA
NVDA
$4.24T
| $4.36B | 0.54% | 14,839,587 -3,658,563 | -20% | -$1.08B |
|
|
XYZ
27
Block, Inc.
XYZ
$48.5B
| $4.3B | 0.53% | 26,652,816 -317,286 | -1% | -$51.2M |
|
28
Accenture
ACN
$162B
| $4.23B | 0.52% | 10,212,901 +119,825 | +1% | +$49.7M |
|
29
ServiceNow
NOW
$190B
| $4.2B | 0.52% | 6,468,199 -647,677 | -9% | -$420M |
|
30
Roblox
RBLX
$86.4B
| $4.18B | 0.52% | 40,556,647 +1,966,186 | +5% | +$203M |
|
31
Abbott
ABT
$231B
| $4.13B | 0.51% | 29,322,496 +902,174 | +3% | +$127M |
|
32
Vanguard Total Bond Market
BND
$134B
| $4.13B | 0.51% | 48,676,366 +3,852,933 | +9% | +$327M |
|
|
33
Danaher
DHR
$147B
| $4.1B | 0.51% | 12,466,903 -1,895,461 | -13% | -$624M |
|
34
Adobe
ADBE
$151B
| $4.04B | 0.5% | 7,127,817 +196,114 | +3% | +$111M |
|
35
iShares Russell 2000 ETF
IWM
$67B
| $4.01B | 0.5% | 18,029,957 +1,570,851 | +10% | +$349M |
|
36
Tesla
TSLA
$1.08T
| $3.92B | 0.48% | 3,708,366 -43,668 | -1% | -$46.1M |
|
37
Vanguard Value ETF
VTV
$144B
| $3.85B | 0.48% | 26,195,925 +505,935 | +2% | +$74.4M |
|
38
Salesforce
CRM
$245B
| $3.84B | 0.47% | 15,100,387 -100,885 | -0.7% | -$25.6M |
|
39
Cloudflare
NET
$72.7B
| $3.75B | 0.46% | 28,530,099 +619,334 | +2% | +$81.4M |
|
40
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.63B | 0.45% | 12,126,225 +87,719 | +0.7% | +$26.2M |
|
41
Bank of America
BAC
$376B
| $3.57B | 0.44% | 80,159,761 +22,196,702 | +38% | +$988M |
|
42
Vanguard Growth ETF
VUG
$185B
| $3.4B | 0.42% | 10,584,219 +59,658 | +0.6% | +$19.1M |
|
43
Vanguard S&P 500 ETF
VOO
$726B
| $3.37B | 0.42% | 7,721,674 +1,116,569 | +17% | +$487M |
|
44
Costco
COST
$418B
| $3.13B | 0.39% | 5,519,321 -552,136 | -9% | -$313M |
|
45
Coca-Cola
KO
$297B
| $3.1B | 0.38% | 52,415,748 +1,667,903 | +3% | +$98.8M |
|
46
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $3.09B | 0.38% | 38,238,631 +735,801 | +2% | +$59.5M |
|
|
47
Unity
U
$16.7B
| $3.06B | 0.38% | 21,369,805 +6,910,815 | +48% | +$988M |
|
48
Chevron
CVX
$324B
| $3.04B | 0.38% | 25,901,170 +1,603,400 | +7% | +$188M |
|
|
TWTR
49
DELISTED
Twitter, Inc.
TWTR
| $3.03B | 0.37% | 70,157,074 -3,280,683 | -4% | -$142M |
|
50
Spotify
SPOT
$140B
| $3.02B | 0.37% | 12,908,940 -458,621 | -3% | -$107M |
|