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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Bond Market
BND
$134B
| $12.5B | 0.55% | 169,693,084 +87,118,349 | +106% | +$6.41B |
|
27
iShares Core MSCI EAFE ETF
IEFA
$150B
| $12.3B | 0.54% | 175,421,674 +87,057,532 | +99% | +$6.12B |
|
28
Adobe
ADBE
$151B
| $12.1B | 0.53% | 20,287,784 +9,916,522 | +96% | +$5.92B |
|
29
Costco
COST
$418B
| $11.6B | 0.51% | 17,606,560 +8,871,577 | +102% | +$5.86B |
|
30
Accenture
ACN
$162B
| $11.6B | 0.51% | 32,956,600 +15,924,317 | +93% | +$5.59B |
|
31
Exxon Mobil
XOM
$487B
| $11.2B | 0.49% | 112,010,606 +58,182,582 | +108% | +$5.82B |
|
32
Salesforce
CRM
$245B
| $10.6B | 0.47% | 40,365,826 +22,663,817 | +128% | +$5.96B |
|
33
AbbVie
ABBV
$372B
| $10.6B | 0.47% | 68,105,070 +35,929,543 | +112% | +$5.57B |
|
34
Chevron
CVX
$324B
| $10.3B | 0.45% | 68,832,290 +34,665,391 | +101% | +$5.17B |
|
35
ServiceNow
NOW
$190B
| $9.65B | 0.43% | 13,657,866 +6,605,096 | +94% | +$4.67B |
|
36
iShares Russell 1000 Value ETF
IWD
$63.5B
| $9.32B | 0.41% | 56,427,502 +28,314,159 | +101% | +$4.68B |
|
37
iShares Russell 2000 ETF
IWM
$67B
| $9.22B | 0.41% | 45,927,908 +26,293,493 | +134% | +$5.28B |
|
38
Danaher
DHR
$147B
| $9.09B | 0.4% | 39,309,802 +20,192,830 | +106% | +$4.67B |
|
39
RTX Corp
RTX
$212B
| $8.95B | 0.39% | 106,423,684 +78,371,752 | +279% | +$6.59B |
|
40
Merck
MRK
$210B
| $8.75B | 0.39% | 80,259,650 +41,664,857 | +108% | +$4.54B |
|
41
Coca-Cola
KO
$297B
| $8.74B | 0.39% | 148,304,576 +67,856,493 | +84% | +$4B |
|
42
Walt Disney
DIS
$213B
| $8.67B | 0.38% | 96,047,510 +51,729,066 | +117% | +$4.67B |
|
43
PepsiCo
PEP
$204B
| $8.5B | 0.37% | 50,045,474 +24,412,498 | +95% | +$4.15B |
|
44
Vanguard Value ETF
VTV
$144B
| $8.45B | 0.37% | 56,533,458 +28,881,817 | +104% | +$4.32B |
|
45
Philip Morris
PM
$260B
| $8.42B | 0.37% | 89,533,556 +46,701,949 | +109% | +$4.39B |
|
46
Amgen
AMGN
$155B
| $8.31B | 0.37% | 28,868,124 +15,620,151 | +118% | +$4.5B |
|
47
Shopify
SHOP
$184B
| $8.18B | 0.36% | 105,039,610 +45,391,759 | +76% | +$3.54B |
|
48
Vanguard Growth ETF
VUG
$185B
| $8.01B | 0.35% | 25,761,498 +13,508,582 | +110% | +$4.2B |
|
49
Walmart
WMT
$774B
| $8B | 0.35% | 50,752,990 +26,665,722 | +111% | +$4.2B |
|
50
McDonald's
MCD
$224B
| $7.97B | 0.35% | 26,869,396 +14,158,990 | +111% | +$4.2B |
|