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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$214B
| $4.64B | 0.53% |
41,850,081
+4,000,816
| +11% | +$444M |
|
27
Vanguard Total Bond Market
BND
$133B
| $4.63B | 0.53% |
64,417,907
+7,045,711
| +12% | +$506M |
|
28
Invesco QQQ Trust
QQQ
$361B
| $4.48B | 0.51% |
16,815,487
+1,533,114
| +10% | +$408M |
|
29
Accenture
ACN
$162B
| $4.44B | 0.5% |
16,642,841
+2,163,582
| +15% | +$577M |
|
|
30
Eli Lilly
LLY
$657B
| $4.41B | 0.5% |
12,059,204
+3,691,436
| +44% | +$1.35B |
|
31
Philip Morris
PM
$260B
| $4.4B | 0.5% |
43,512,330
+411,358
| +1% | +$41.6M |
|
32
iShares Core MSCI EAFE ETF
IEFA
$148B
| $4.31B | 0.49% |
69,968,140
-2,986,415
| -4% | -$184M |
|
33
Abbott
ABT
$231B
| $4.28B | 0.49% |
38,966,499
+4,886,954
| +14% | +$537M |
|
34
Uber
UBER
$194B
| $4.23B | 0.48% |
170,878,658
+7,031,481
| +4% | +$174M |
|
35
Pfizer
PFE
$142B
| $4.07B | 0.46% |
79,499,361
+7,419,929
| +10% | +$380M |
|
36
Meta Platforms (Facebook)
META
$1.85T
| $4.07B | 0.46% |
33,841,967
+3,293,505
| +11% | +$396M |
|
37
Vanguard Value ETF
VTV
$143B
| $4.03B | 0.46% |
28,732,905
+979,087
| +4% | +$137M |
|
38
NVIDIA
NVDA
$4.16T
| $4.02B | 0.46% |
27,533,756
+4,621,002
| +20% | +$675M |
|
39
Walt Disney
DIS
$213B
| $4.01B | 0.46% |
46,172,567
+5,499,014
| +14% | +$478M |
|
40
Costco
COST
$418B
| $3.94B | 0.45% |
8,634,627
+1,315,174
| +18% | +$600M |
|
41
NextEra Energy, Inc.
NEE
$148B
| $3.86B | 0.44% |
46,131,565
+7,797,931
| +20% | +$652M |
|
42
Nike
NKE
$110B
| $3.59B | 0.41% |
30,720,119
+6,410,744
| +26% | +$750M |
|
43
Amgen
AMGN
$155B
| $3.49B | 0.4% |
13,301,365
+1,523,665
| +13% | +$400M |
|
44
McDonald's
MCD
$224B
| $3.39B | 0.39% |
12,881,224
-39,417
| -0.3% | -$10.4M |
|
45
Bank of America
BAC
$373B
| $3.36B | 0.38% |
101,429,937
+9,260,540
| +10% | +$307M |
|
46
Adobe
ADBE
$147B
| $3.3B | 0.37% |
9,804,275
+1,471,861
| +18% | +$495M |
|
47
Broadcom
AVGO
$1.4T
| $3.29B | 0.37% |
5,878,874
+651,014
| +12% | +$364M |
|
48
Honeywell
HON
$138B
| $3.28B | 0.37% |
15,283,603
+241,992
| +2% | +$51.9M |
|
49
Walmart
WMT
$780B
| $3.17B | 0.36% |
22,382,688
+1,923,199
| +9% | +$273M |
|
50
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.14B | 0.36% |
67,323,899
+3,879,311
| +6% | +$181M |
|