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
|
$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.78B |
| 3 |
Mercado Libre
MELI
|
$1.73B |
| 4 |
TSMC
TSM
|
$1.2B |
| 5 |
Amgen
AMGN
|
$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
$2.6B |
| 2 |
Apple
AAPL
|
$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.25B |
| 4 |
Twilio
TWLO
|
$1.22B |
| 5 |
EPAM Systems
EPAM
|
$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.08T
| $4.12B | 0.56% | 3,821,118 +112,752 | +3% | +$122M |
|
27
NVIDIA
NVDA
$4.24T
| $4.05B | 0.55% | 14,836,897 -2,690 | -0% | -$734K |
|
28
Vanguard Value ETF
VTV
$144B
| $3.97B | 0.53% | 26,840,208 +644,283 | +2% | +$95.2M |
|
29
Danaher
DHR
$147B
| $3.96B | 0.53% | 13,513,088 +1,046,185 | +8% | +$307M |
|
|
XYZ
30
Block, Inc.
XYZ
$48.5B
| $3.77B | 0.51% | 27,766,326 +1,113,510 | +4% | +$151M |
|
31
Chevron
CVX
$324B
| $3.64B | 0.49% | 22,336,770 -3,564,400 | -14% | -$580M |
|
32
Home Depot
HD
$405B
| $3.62B | 0.49% | 12,078,529 -768,468 | -6% | -$230M |
|
|
33
Mercado Libre
MELI
$125B
| $3.57B | 0.48% | 2,997,557 +1,457,986 | +95% | +$1.73B |
|
34
Cloudflare
NET
$72.7B
| $3.56B | 0.48% | 29,746,093 +1,215,994 | +4% | +$146M |
|
35
Salesforce
CRM
$245B
| $3.54B | 0.48% | 16,689,519 +1,589,132 | +11% | +$337M |
|
36
Snowflake
SNOW
$79.6B
| $3.54B | 0.48% | 15,438,258 -800,773 | -5% | -$183M |
|
37
Abbott
ABT
$231B
| $3.54B | 0.48% | 29,884,078 +561,582 | +2% | +$66.5M |
|
|
38
Amgen
AMGN
$155B
| $3.49B | 0.47% | 14,428,119 +4,767,146 | +49% | +$1.15B |
|
39
ServiceNow
NOW
$190B
| $3.46B | 0.47% | 6,209,974 -258,225 | -4% | -$144M |
|
40
iShares Russell 2000 ETF
IWM
$67B
| $3.45B | 0.46% | 16,789,242 -1,240,715 | -7% | -$255M |
|
41
Accenture
ACN
$162B
| $3.41B | 0.46% | 10,126,318 -86,583 | -0.8% | -$29.2M |
|
42
Adobe
ADBE
$151B
| $3.18B | 0.43% | 6,984,901 -142,916 | -2% | -$65.1M |
|
43
Vanguard Growth ETF
VUG
$185B
| $3.18B | 0.43% | 11,061,772 +477,553 | +5% | +$137M |
|
44
Coca-Cola
KO
$297B
| $3.17B | 0.43% | 51,062,192 -1,353,556 | -3% | -$83.9M |
|
45
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $3.08B | 0.42% | 39,587,137 +1,348,506 | +4% | +$105M |
|
46
AbbVie
ABBV
$372B
| $3.06B | 0.41% | 18,881,730 -489,258 | -3% | -$79.3M |
|
47
Costco
COST
$418B
| $2.96B | 0.4% | 5,146,196 -373,125 | -7% | -$215M |
|
48
Vanguard S&P 500 ETF
VOO
$726B
| $2.91B | 0.39% | 7,007,482 -714,192 | -9% | -$297M |
|
49
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.83B | 0.38% | 50,894,842 +3,476,192 | +7% | +$193M |
|
50
DoorDash
DASH
$105B
| $2.78B | 0.38% | 23,727,800 +3,466,490 | +17% | +$406M |
|