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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AbbVie
ABBV
$372B
| $7.65B | 0.55% |
38,716,851
+1,473,173
| +4% | +$291M |
|
27
Vanguard Total Bond Market
BND
$134B
| $7.52B | 0.55% |
100,177,277
+10,812,992
| +12% | +$812M |
|
28
Johnson & Johnson
JNJ
$427B
| $7.32B | 0.53% |
45,162,129
+3,092,860
| +7% | +$501M |
|
29
Uber
UBER
$196B
| $6.93B | 0.5% |
92,164,918
-5,672,126
| -6% | -$426M |
|
30
Thermo Fisher Scientific
TMO
$186B
| $6.89B | 0.5% |
11,141,548
-955,965
| -8% | -$591M |
|
31
Walmart
WMT
$774B
| $6.32B | 0.46% |
78,280,555
-3,463,516
| -4% | -$280M |
|
32
iShares Russell 1000 Value ETF
IWD
$63.5B
| $6.05B | 0.44% |
31,880,065
-705,485
| -2% | -$134M |
|
33
Netflix
NFLX
$513B
| $5.96B | 0.43% |
8,397,204
+90,997
| +1% | +$64.5M |
|
34
Coca-Cola
KO
$297B
| $5.7B | 0.41% |
79,291,982
-817,035
| -1% | -$58.7M |
|
35
Vanguard Growth ETF
VUG
$185B
| $5.3B | 0.38% |
13,809,055
+201,984
| +1% | +$77.5M |
|
36
Salesforce
CRM
$245B
| $5.26B | 0.38% |
19,228,957
-223,544
| -1% | -$61.2M |
|
37
Chevron
CVX
$324B
| $5.24B | 0.38% |
35,580,049
-586,529
| -2% | -$86.4M |
|
38
NextEra Energy, Inc.
NEE
$148B
| $5.18B | 0.38% |
61,298,616
+1,382,178
| +2% | +$117M |
|
|
39
ServiceNow
NOW
$190B
| $5.16B | 0.37% |
5,774,149
-1,131,752
| -16% | -$1.01B |
|
40
Palo Alto Networks
PANW
$127B
| $5.13B | 0.37% |
14,994,860
+975,381
| +7% | +$333M |
|
41
Vanguard Value ETF
VTV
$144B
| $5.07B | 0.37% |
29,053,021
-123,685
| -0.4% | -$21.6M |
|
42
Merck
MRK
$210B
| $5.04B | 0.37% |
44,391,822
+2,174,461
| +5% | +$247M |
|
43
Advanced Micro Devices
AMD
$264B
| $4.99B | 0.36% |
30,396,124
+1,489,870
| +5% | +$244M |
|
44
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $4.88B | 0.35% |
27,215,261
+2,519,714
| +10% | +$451M |
|
45
PepsiCo
PEP
$204B
| $4.74B | 0.34% |
27,896,055
+930,790
| +3% | +$158M |
|
46
Amgen
AMGN
$155B
| $4.73B | 0.34% |
14,694,222
+331,744
| +2% | +$107M |
|
47
Bank of America
BAC
$376B
| $4.72B | 0.34% |
119,050,432
+9,888,783
| +9% | +$392M |
|
48
McDonald's
MCD
$224B
| $4.68B | 0.34% |
15,360,885
+1,912,200
| +14% | +$582M |
|
49
Accenture
ACN
$162B
| $4.66B | 0.34% |
13,187,716
-2,415,445
| -15% | -$854M |
|
50
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $4.43B | 0.32% |
77,187,452
+719,064
| +0.9% | +$41.3M |
|