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
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exxon Mobil
XOM
$487B
| $5.66B | 0.56% | 52,761,087 +1,622,892 | +3% | +$174M |
|
27
iShares Russell 1000 Growth ETF
IWF
$116B
| $5.53B | 0.54% | 20,083,438 -916,009 | -4% | -$252M |
|
28
iShares Core S&P 500 ETF
IVV
$662B
| $5.49B | 0.54% | 12,314,867 +437,530 | +4% | +$195M |
|
29
Broadcom
AVGO
$1.4T
| $5.21B | 0.51% | 6,001,603 +238,645 | +4% | +$207M |
|
30
iShares Russell 1000 Value ETF
IWD
$63.5B
| $5.07B | 0.5% | 32,129,953 +1,070,253 | +3% | +$169M |
|
31
Chevron
CVX
$324B
| $5.02B | 0.5% | 31,921,904 +705,202 | +2% | +$111M |
|
32
PepsiCo
PEP
$204B
| $4.97B | 0.49% | 26,857,652 +797,510 | +3% | +$148M |
|
33
Danaher
DHR
$147B
| $4.94B | 0.49% | 20,577,925 +101,236 | +0.5% | +$24.3M |
|
34
Adobe
ADBE
$151B
| $4.94B | 0.49% | 10,093,778 +90,508 | +0.9% | +$44.3M |
|
35
Costco
COST
$418B
| $4.86B | 0.48% | 9,029,161 +457,429 | +5% | +$246M |
|
36
Coca-Cola
KO
$297B
| $4.73B | 0.47% | 78,497,937 -198,404 | -0.3% | -$11.9M |
|
37
Merck
MRK
$210B
| $4.52B | 0.45% | 39,167,617 +122,796 | +0.3% | +$14.2M |
|
38
Philip Morris
PM
$260B
| $4.27B | 0.42% | 43,719,250 +701,822 | +2% | +$68.5M |
|
39
AbbVie
ABBV
$372B
| $4.21B | 0.42% | 31,261,042 -166,952 | -0.5% | -$22.5M |
|
40
Salesforce
CRM
$245B
| $4.13B | 0.41% | 19,558,959 +896,395 | +5% | +$189M |
|
41
Shopify
SHOP
$184B
| $4.1B | 0.4% | 63,399,815 -3,478,858 | -5% | -$225M |
|
42
ServiceNow
NOW
$190B
| $3.99B | 0.39% | 7,107,994 +1,030 | +0% | +$579K |
|
43
Abbott
ABT
$231B
| $3.97B | 0.39% | 36,383,194 -288,539 | -0.8% | -$31.5M |
|
44
Vanguard Value ETF
VTV
$144B
| $3.94B | 0.39% | 27,727,397 -1,371,111 | -5% | -$195M |
|
45
Walt Disney
DIS
$213B
| $3.94B | 0.39% | 44,122,932 -575,603 | -1% | -$51.4M |
|
46
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.91B | 0.39% | 79,273,440 +5,929,905 | +8% | +$292M |
|
47
McDonald's
MCD
$224B
| $3.79B | 0.37% | 12,698,134 +277,611 | +2% | +$82.8M |
|
48
NextEra Energy, Inc.
NEE
$148B
| $3.77B | 0.37% | 50,763,670 +3,982,528 | +9% | +$296M |
|
49
Walmart
WMT
$774B
| $3.72B | 0.37% | 23,660,880 +924,530 | +4% | +$145M |
|
50
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $3.39B | 0.33% | 32,958,524 +5,152,572 | +19% | +$530M |
|