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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$324B
| $5.76B | 0.59% | 34,166,899 +2,244,995 | +7% | +$379M |
|
27
iShares Core MSCI EAFE ETF
IEFA
$150B
| $5.69B | 0.58% | 88,364,142 +1,583,086 | +2% | +$102M |
|
28
Home Depot
HD
$405B
| $5.55B | 0.56% | 18,380,817 -57,521 | -0.3% | -$17.4M |
|
29
Adobe
ADBE
$151B
| $5.29B | 0.54% | 10,371,262 +277,484 | +3% | +$141M |
|
30
Accenture
ACN
$162B
| $5.23B | 0.53% | 17,032,283 -1,717,637 | -9% | -$528M |
|
31
Costco
COST
$418B
| $4.93B | 0.5% | 8,734,983 -294,178 | -3% | -$166M |
|
32
Broadcom
AVGO
$1.4T
| $4.92B | 0.5% | 5,920,600 -81,003 | -1% | -$67.3M |
|
33
AbbVie
ABBV
$372B
| $4.8B | 0.49% | 32,175,527 +914,485 | +3% | +$136M |
|
34
Danaher
DHR
$147B
| $4.74B | 0.48% | 19,116,972 -1,460,953 | -7% | -$362M |
|
35
Coca-Cola
KO
$297B
| $4.5B | 0.46% | 80,448,083 +1,950,146 | +2% | +$109M |
|
36
PepsiCo
PEP
$204B
| $4.34B | 0.44% | 25,632,976 -1,224,676 | -5% | -$208M |
|
|
37
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.27B | 0.43% | 28,113,343 -4,016,610 | -13% | -$610M |
|
38
Merck
MRK
$210B
| $3.97B | 0.4% | 38,594,793 -572,824 | -1% | -$59M |
|
39
Philip Morris
PM
$260B
| $3.97B | 0.4% | 42,831,607 -887,643 | -2% | -$82.2M |
|
40
ServiceNow
NOW
$190B
| $3.94B | 0.4% | 7,052,770 -55,224 | -0.8% | -$30.9M |
|
41
Walmart
WMT
$774B
| $3.85B | 0.39% | 24,087,268 +426,388 | +2% | +$68.2M |
|
42
Vanguard Value ETF
VTV
$144B
| $3.81B | 0.39% | 27,651,641 -75,756 | -0.3% | -$10.4M |
|
43
Walt Disney
DIS
$213B
| $3.59B | 0.37% | 44,318,444 +195,512 | +0.4% | +$15.8M |
|
44
Salesforce
CRM
$245B
| $3.59B | 0.37% | 17,702,009 -1,856,950 | -9% | -$377M |
|
45
Amgen
AMGN
$155B
| $3.56B | 0.36% | 13,247,973 -352,016 | -3% | -$94.6M |
|
46
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $3.5B | 0.36% | 39,464,377 +6,505,853 | +20% | +$577M |
|
|
47
iShares Russell 2000 ETF
IWM
$67B
| $3.47B | 0.35% | 19,634,415 +5,063,767 | +35% | +$895M |
|
48
Abbott
ABT
$231B
| $3.45B | 0.35% | 35,640,402 -742,792 | -2% | -$71.9M |
|
49
Cisco
CSCO
$274B
| $3.35B | 0.34% | 62,330,092 -236,459 | -0.4% | -$12.7M |
|
50
McDonald's
MCD
$224B
| $3.35B | 0.34% | 12,710,406 +12,272 | +0.1% | +$3.23M |
|