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 |
Amazon
AMZN
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Bond Market
BND
$133B
| $4.22B | 0.55% |
56,056,606
+2,908,430
| +5% | +$219M |
|
|
27
Philip Morris
PM
$260B
| $4.21B | 0.55% |
42,589,073
-7,085,468
| -14% | -$700M |
|
28
AbbVie
ABBV
$374B
| $3.99B | 0.52% |
26,075,534
+7,193,804
| +38% | +$1.1B |
|
29
Abbott
ABT
$231B
| $3.96B | 0.51% |
36,444,372
+6,560,294
| +22% | +$713M |
|
30
Walt Disney
DIS
$213B
| $3.93B | 0.51% |
41,616,574
+4,963,820
| +14% | +$469M |
|
31
Invesco QQQ Trust
QQQ
$361B
| $3.86B | 0.5% |
13,761,306
-1,182,136
| -8% | -$331M |
|
32
Pfizer
PFE
$142B
| $3.8B | 0.49% |
72,548,435
+25,173,688
| +53% | +$1.32B |
|
33
Accenture
ACN
$162B
| $3.76B | 0.49% |
13,546,339
+3,420,021
| +34% | +$950M |
|
34
Exxon Mobil
XOM
$489B
| $3.76B | 0.49% |
43,847,723
+12,120,493
| +38% | +$1.04B |
|
35
Vanguard Value ETF
VTV
$143B
| $3.7B | 0.48% |
28,019,052
+1,178,844
| +4% | +$155M |
|
36
PepsiCo
PEP
$206B
| $3.67B | 0.48% |
22,013,762
+6,955,244
| +46% | +$1.16B |
|
37
iShares Russell 2000 ETF
IWM
$66.6B
| $3.59B | 0.47% |
21,224,366
+4,435,124
| +26% | +$751M |
|
38
Merck
MRK
$214B
| $3.46B | 0.45% |
37,975,483
+12,483,322
| +49% | +$1.14B |
|
39
NVIDIA
NVDA
$4.16T
| $3.46B | 0.45% |
22,819,995
+7,983,098
| +54% | +$1.21B |
|
40
Amgen
AMGN
$155B
| $3.44B | 0.45% |
14,119,974
-308,145
| -2% | -$75M |
|
41
Uber
UBER
$194B
| $3.38B | 0.44% |
165,362,397
+38,061,039
| +30% | +$779M |
|
42
Costco
COST
$418B
| $3.37B | 0.44% |
7,039,935
+1,893,739
| +37% | +$908M |
|
43
ServiceNow
NOW
$189B
| $3.33B | 0.43% |
6,996,723
+786,749
| +13% | +$374M |
|
44
Salesforce
CRM
$242B
| $3.15B | 0.41% |
19,070,817
+2,381,298
| +14% | +$393M |
|
45
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.14B | 0.41% |
64,027,842
+13,133,000
| +26% | +$644M |
|
46
McDonald's
MCD
$224B
| $3.13B | 0.41% |
12,663,371
+3,371,222
| +36% | +$832M |
|
47
Adobe
ADBE
$147B
| $3.12B | 0.41% |
8,523,260
+1,538,359
| +22% | +$563M |
|
48
Verizon
VZ
$185B
| $3.1B | 0.4% |
61,046,974
+16,446,817
| +37% | +$835M |
|
49
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $3.04B | 0.39% |
39,549,255
-37,882
| -0.1% | -$2.91M |
|
50
RTX Corp
RTX
$212B
| $2.88B | 0.37% |
29,963,959
+4,595,391
| +18% | +$442M |
|