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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$405B
| $6.96B | 0.54% |
20,224,997
+382,355
| +2% | +$132M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $6.69B | 0.52% |
12,097,513
+344,376
| +3% | +$190M |
|
28
Vanguard Total Bond Market
BND
$134B
| $6.44B | 0.5% |
89,364,285
-1,914,515
| -2% | -$138M |
|
29
AbbVie
ABBV
$372B
| $6.39B | 0.49% |
37,243,678
+2,071,989
| +6% | +$355M |
|
30
Johnson & Johnson
JNJ
$427B
| $6.15B | 0.48% |
42,069,269
-480,674
| -1% | -$70.3M |
|
31
Adobe
ADBE
$151B
| $5.73B | 0.44% |
10,313,442
+379,998
| +4% | +$211M |
|
32
iShares Russell 1000 Value ETF
IWD
$63.5B
| $5.69B | 0.44% |
32,585,550
+4,713,521
| +17% | +$822M |
|
33
Chevron
CVX
$324B
| $5.66B | 0.44% |
36,166,578
+363,433
| +1% | +$56.8M |
|
34
Netflix
NFLX
$513B
| $5.61B | 0.43% |
8,306,207
+1,473,214
| +22% | +$994M |
|
35
Walmart
WMT
$774B
| $5.53B | 0.43% |
81,744,071
+2,202,016
| +3% | +$149M |
|
36
ServiceNow
NOW
$190B
| $5.43B | 0.42% |
6,905,901
+322,925
| +5% | +$254M |
|
37
Merck
MRK
$210B
| $5.23B | 0.4% |
42,217,361
+711,506
| +2% | +$88.1M |
|
38
Coca-Cola
KO
$297B
| $5.1B | 0.39% |
80,109,017
-816,630
| -1% | -$52M |
|
39
Vanguard Growth ETF
VUG
$185B
| $5.09B | 0.39% |
13,607,071
+356,859
| +3% | +$133M |
|
40
Salesforce
CRM
$245B
| $5B | 0.39% |
19,452,501
-538,415
| -3% | -$138M |
|
41
Palo Alto Networks
PANW
$127B
| $4.75B | 0.37% |
14,019,479
+157,716
| +1% | +$53.5M |
|
42
Accenture
ACN
$162B
| $4.73B | 0.37% |
15,603,161
-842,068
| -5% | -$255M |
|
43
Advanced Micro Devices
AMD
$264B
| $4.69B | 0.36% |
28,906,254
+796,571
| +3% | +$129M |
|
44
Vanguard Value ETF
VTV
$144B
| $4.68B | 0.36% |
29,176,706
+269,181
| +0.9% | +$43.2M |
|
45
Walt Disney
DIS
$213B
| $4.52B | 0.35% |
45,560,742
-2,265,721
| -5% | -$225M |
|
46
Amgen
AMGN
$155B
| $4.49B | 0.35% |
14,362,478
+390,515
| +3% | +$122M |
|
47
PepsiCo
PEP
$204B
| $4.45B | 0.34% |
26,965,265
+1,031,443
| +4% | +$170M |
|
48
Bank of America
BAC
$376B
| $4.34B | 0.34% |
109,161,649
+67,642
| +0.1% | +$2.69M |
|
49
NextEra Energy, Inc.
NEE
$148B
| $4.24B | 0.33% |
59,916,438
+3,202,119
| +6% | +$227M |
|
50
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $4.09B | 0.32% |
76,468,388
+9,915,609
| +15% | +$531M |
|