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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exxon Mobil
XOM
$489B
| $7.99B | 0.52% |
74,142,366
-202,422
| -0.3% | -$21.8M |
|
|
27
Vanguard Total Bond Market
BND
$133B
| $7.84B | 0.51% |
106,500,742
-20,779,986
| -16% | -$1.53B |
|
28
AbbVie
ABBV
$374B
| $7.74B | 0.5% |
41,700,001
+550,267
| +1% | +$102M |
|
29
Johnson & Johnson
JNJ
$429B
| $7.18B | 0.47% |
46,984,867
+954,178
| +2% | +$146M |
|
30
Uber
UBER
$194B
| $6.98B | 0.45% |
74,816,802
-7,516,618
| -9% | -$701M |
|
31
iShares Russell 1000 Value ETF
IWD
$63.2B
| $6.93B | 0.45% |
35,679,281
-2,589,088
| -7% | -$503M |
|
32
Oracle
ORCL
$633B
| $6.72B | 0.44% |
30,732,351
+1,769,876
| +6% | +$387M |
|
33
Coca-Cola
KO
$297B
| $6.41B | 0.42% |
90,555,820
+4,519,214
| +5% | +$320M |
|
34
Vanguard Growth ETF
VUG
$183B
| $6.38B | 0.42% |
14,559,215
+538,111
| +4% | +$236M |
|
35
Palo Alto Networks
PANW
$127B
| $6.26B | 0.41% |
30,579,068
+1,875,083
| +7% | +$384M |
|
36
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $5.93B | 0.39% |
32,653,255
+2,913,755
| +10% | +$530M |
|
37
Goldman Sachs
GS
$221B
| $5.9B | 0.38% |
8,338,309
-338,633
| -4% | -$240M |
|
38
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $5.8B | 0.38% |
96,654,302
+3,636,206
| +4% | +$218M |
|
39
Vanguard Value ETF
VTV
$143B
| $5.78B | 0.38% |
32,675,343
+559,749
| +2% | +$98.9M |
|
40
Salesforce
CRM
$242B
| $5.58B | 0.36% |
20,456,474
+195,944
| +1% | +$53.4M |
|
41
ServiceNow
NOW
$189B
| $5.36B | 0.35% |
5,212,637
-60,870
| -1% | -$62.6M |
|
42
Spotify
SPOT
$142B
| $5.24B | 0.34% |
6,824,447
+55,205
| +0.8% | +$42.4M |
|
43
Thermo Fisher Scientific
TMO
$184B
| $5.22B | 0.34% |
12,877,595
+1,282,165
| +11% | +$520M |
|
44
Mercado Libre
MELI
$121B
| $5.18B | 0.34% |
1,981,825
-77,582
| -4% | -$203M |
|
45
Bank of America
BAC
$373B
| $4.9B | 0.32% |
103,655,328
-3,571,126
| -3% | -$169M |
|
46
Cisco
CSCO
$268B
| $4.88B | 0.32% |
70,334,963
-1,830,023
| -3% | -$127M |
|
47
Walt Disney
DIS
$213B
| $4.85B | 0.32% |
39,132,468
-2,514,887
| -6% | -$312M |
|
48
Chevron
CVX
$326B
| $4.81B | 0.31% |
33,558,599
-523,476
| -2% | -$75M |
|
49
Abbott
ABT
$229B
| $4.79B | 0.31% |
35,206,652
-930,158
| -3% | -$127M |
|
50
IBM
IBM
$225B
| $4.75B | 0.31% |
16,123,577
-373,479
| -2% | -$110M |
|