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
|
$1.12B |
| 2 |
Intuitive Surgical
ISRG
|
$922M |
| 3 |
Amazon
AMZN
|
$815M |
| 4 |
Intercontinental Exchange
ICE
|
$731M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$691M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Apple
AAPL
|
$630M |
| 4 |
Shopify
SHOP
|
$427M |
| 5 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |