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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$513B
| $7.51B | 0.53% | 8,420,766 +23,562 | +0.3% | +$21M |
|
27
iShares Russell 1000 Value ETF
IWD
$63.5B
| $7.1B | 0.5% | 38,377,583 +6,497,518 | +20% | +$1.2B |
|
28
Walmart
WMT
$774B
| $7.07B | 0.5% | 78,295,682 +15,127 | +0% | +$1.37M |
|
29
AbbVie
ABBV
$372B
| $7.05B | 0.49% | 39,689,164 +972,313 | +3% | +$173M |
|
30
iShares Core MSCI EAFE ETF
IEFA
$150B
| $6.89B | 0.48% | 98,009,588 -2,320,174 | -2% | -$163M |
|
31
Salesforce
CRM
$245B
| $6.41B | 0.45% | 19,177,547 -51,410 | -0.3% | -$17.2M |
|
32
Johnson & Johnson
JNJ
$427B
| $6.35B | 0.44% | 43,909,440 -1,252,689 | -3% | -$181M |
|
33
Thermo Fisher Scientific
TMO
$186B
| $5.98B | 0.42% | 11,490,289 +348,741 | +3% | +$181M |
|
34
ServiceNow
NOW
$190B
| $5.75B | 0.4% | 5,423,405 -350,744 | -6% | -$372M |
|
35
Vanguard Growth ETF
VUG
$185B
| $5.71B | 0.4% | 13,918,307 +109,252 | +0.8% | +$44.8M |
|
|
36
Palo Alto Networks
PANW
$127B
| $5.53B | 0.39% | 30,378,851 +15,383,991 | +103% | +$2.8B |
|
37
Bank of America
BAC
$376B
| $5.5B | 0.39% | 125,205,762 +6,155,330 | +5% | +$271M |
|
38
Vanguard Value ETF
VTV
$144B
| $5.23B | 0.37% | 30,873,476 +1,820,455 | +6% | +$308M |
|
39
Coca-Cola
KO
$297B
| $5.13B | 0.36% | 82,468,828 +3,176,846 | +4% | +$198M |
|
40
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $5.04B | 0.35% | 28,781,298 +1,566,037 | +6% | +$274M |
|
41
Chevron
CVX
$324B
| $4.99B | 0.35% | 34,466,116 -1,113,933 | -3% | -$161M |
|
42
Blackstone
BX
$134B
| $4.98B | 0.35% | 28,897,566 +1,379,895 | +5% | +$238M |
|
43
Blackrock
BLK
$175B
| $4.9B | 0.34% | 4,783,073 +175,309 | +4% | +$180M |
|
44
Uber
UBER
$196B
| $4.89B | 0.34% | 81,005,133 -11,159,785 | -12% | -$673M |
|
45
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $4.66B | 0.33% | 89,329,505 +12,142,053 | +16% | +$634M |
|
46
Accenture
ACN
$162B
| $4.6B | 0.32% | 13,089,794 -97,922 | -0.7% | -$34.4M |
|
47
Goldman Sachs
GS
$226B
| $4.59B | 0.32% | 8,023,406 +501,967 | +7% | +$287M |
|
48
Walt Disney
DIS
$213B
| $4.58B | 0.32% | 41,088,426 +939,453 | +2% | +$105M |
|
49
McDonald's
MCD
$224B
| $4.49B | 0.31% | 15,493,744 +132,859 | +0.9% | +$38.5M |
|
50
Honeywell
HON
$139B
| $4.42B | 0.31% | 19,553,584 +336,904 | +2% | +$76.1M |
|