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 |
Walmart
WMT
|
$1.73B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25B |
| 3 |
Altria Group
MO
|
$451M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$375M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $6.73B | 0.54% |
42,549,943
-40,769,015
| -49% | -$6.45B |
|
27
Exxon Mobil
XOM
$489B
| $6.68B | 0.54% |
57,438,206
-54,572,400
| -49% | -$6.34B |
|
28
Vanguard Total Bond Market
BND
$133B
| $6.63B | 0.53% |
91,278,800
-78,414,284
| -46% | -$5.7B |
|
29
iShares Core MSCI EAFE ETF
IEFA
$148B
| $6.61B | 0.53% |
89,067,011
-86,354,663
| -49% | -$6.41B |
|
30
AbbVie
ABBV
$374B
| $6.4B | 0.51% |
35,171,689
-32,933,381
| -48% | -$6B |
|
31
Salesforce
CRM
$242B
| $6.02B | 0.48% |
19,990,916
-20,374,910
| -50% | -$6.14B |
|
32
Walt Disney
DIS
$213B
| $5.85B | 0.47% |
47,826,463
-48,221,047
| -50% | -$5.9B |
|
33
Accenture
ACN
$162B
| $5.7B | 0.46% |
16,445,229
-16,511,371
| -50% | -$5.72B |
|
34
Chevron
CVX
$326B
| $5.65B | 0.45% |
35,803,145
-33,029,145
| -48% | -$5.21B |
|
35
Merck
MRK
$214B
| $5.48B | 0.44% |
41,505,855
-38,753,795
| -48% | -$5.11B |
|
36
Advanced Micro Devices
AMD
$263B
| $5.07B | 0.41% |
28,109,683
-25,071,061
| -47% | -$4.53B |
|
37
ServiceNow
NOW
$189B
| $5.02B | 0.4% |
6,582,976
-7,074,890
| -52% | -$5.39B |
|
38
Adobe
ADBE
$147B
| $5.01B | 0.4% |
9,933,444
-10,354,340
| -51% | -$5.22B |
|
39
iShares Russell 1000 Value ETF
IWD
$63.2B
| $4.99B | 0.4% |
27,872,029
-28,555,473
| -51% | -$5.11B |
|
40
Coca-Cola
KO
$297B
| $4.95B | 0.4% |
80,925,647
-67,378,929
| -45% | -$4.12B |
|
|
41
Walmart
WMT
$780B
| $4.79B | 0.38% |
79,542,055
+28,789,065
| +57% | +$1.73B |
|
42
Vanguard Value ETF
VTV
$143B
| $4.71B | 0.38% |
28,907,525
-27,625,933
| -49% | -$4.5B |
|
43
Vanguard Growth ETF
VUG
$183B
| $4.56B | 0.37% |
13,250,212
-12,511,286
| -49% | -$4.31B |
|
44
PepsiCo
PEP
$206B
| $4.54B | 0.36% |
25,933,822
-24,111,652
| -48% | -$4.22B |
|
45
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $4.42B | 0.35% |
46,677,455
-30,242,931
| -39% | -$2.86B |
|
46
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $4.18B | 0.34% |
24,685,633
-20,304,411
| -45% | -$3.44B |
|
47
Netflix
NFLX
$516B
| $4.15B | 0.33% |
6,832,993
-6,225,653
| -48% | -$3.78B |
|
48
Bank of America
BAC
$373B
| $4.14B | 0.33% |
109,094,007
-112,692,661
| -51% | -$4.27B |
|
49
Danaher
DHR
$147B
| $4.12B | 0.33% |
16,496,040
-22,813,762
| -58% | -$5.7B |
|
50
Abbott
ABT
$231B
| $4.09B | 0.33% |
36,011,982
-35,861,672
| -50% | -$4.08B |
|