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 |
Invesco QQQ Trust
QQQ
|
$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.02B |
| 3 |
Oracle
ORCL
|
$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$854M |
| 5 |
S&P Global
SPGI
|
$827M |
Top Sells
| 1 |
Intel
INTC
|
$1.22B |
| 2 |
Constellation Brands
STZ
|
$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$852M |
| 4 |
Carvana
CVNA
|
$805M |
| 5 |
Bank of America
BAC
|
$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$405B
| $8.03B | 0.57% | 21,923,626 -49,783 | -0.2% | -$18.2M |
|
27
Netflix
NFLX
$513B
| $7.99B | 0.57% | 8,568,180 +147,414 | +2% | +$137M |
|
28
Johnson & Johnson
JNJ
$427B
| $7.63B | 0.55% | 46,030,689 +2,121,249 | +5% | +$352M |
|
29
Walmart
WMT
$774B
| $7.31B | 0.52% | 83,222,929 +4,927,247 | +6% | +$433M |
|
30
iShares Core MSCI EAFE ETF
IEFA
$150B
| $7.31B | 0.52% | 96,568,584 -1,441,004 | -1% | -$109M |
|
31
iShares Russell 1000 Value ETF
IWD
$63.5B
| $7.2B | 0.51% | 38,268,369 -109,214 | -0.3% | -$20.5M |
|
32
Coca-Cola
KO
$297B
| $6.16B | 0.44% | 86,036,606 +3,567,778 | +4% | +$256M |
|
33
Uber
UBER
$196B
| $6B | 0.43% | 82,333,420 +1,328,287 | +2% | +$96.8M |
|
34
Thermo Fisher Scientific
TMO
$186B
| $5.77B | 0.41% | 11,595,430 +105,141 | +0.9% | +$52.3M |
|
35
Chevron
CVX
$324B
| $5.7B | 0.41% | 34,082,075 -384,041 | -1% | -$64.2M |
|
36
Vanguard Value ETF
VTV
$144B
| $5.55B | 0.4% | 32,115,594 +1,242,118 | +4% | +$215M |
|
37
McDonald's
MCD
$224B
| $5.49B | 0.39% | 17,564,790 +2,071,046 | +13% | +$647M |
|
38
Salesforce
CRM
$245B
| $5.44B | 0.39% | 20,260,530 +1,082,983 | +6% | +$291M |
|
39
Vanguard Growth ETF
VUG
$185B
| $5.2B | 0.37% | 14,021,104 +102,797 | +0.7% | +$38.1M |
|
40
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $5.15B | 0.37% | 29,739,500 +958,202 | +3% | +$166M |
|
41
Amgen
AMGN
$155B
| $5.06B | 0.36% | 16,234,121 +1,674,499 | +12% | +$522M |
|
42
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $5.02B | 0.36% | 93,018,096 +3,688,591 | +4% | +$199M |
|
43
Palo Alto Networks
PANW
$127B
| $4.9B | 0.35% | 28,703,985 -1,674,866 | -6% | -$286M |
|
44
Abbott
ABT
$231B
| $4.79B | 0.34% | 36,136,810 +20,040 | +0.1% | +$2.66M |
|
45
Goldman Sachs
GS
$226B
| $4.74B | 0.34% | 8,676,942 +653,536 | +8% | +$357M |
|
46
iShares Russell 2000 ETF
IWM
$67B
| $4.64B | 0.33% | 23,235,954 +3,695,496 | +19% | +$737M |
|
|
47
Bank of America
BAC
$376B
| $4.47B | 0.32% | 107,226,454 -17,979,308 | -14% | -$750M |
|
48
Cisco
CSCO
$274B
| $4.45B | 0.32% | 72,164,986 +30,520 | +0% | +$1.88M |
|
49
NextEra Energy, Inc.
NEE
$148B
| $4.29B | 0.31% | 60,466,069 +379,039 | +0.6% | +$26.9M |
|
50
Accenture
ACN
$162B
| $4.28B | 0.31% | 13,726,010 +636,216 | +5% | +$199M |
|