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 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$368B
| $5.3B | 0.32% |
108,670,801
-4,120,512
|
|
||
52
Palo Alto Networks
PANW
$211B
| $5.18B | 0.31% |
32,318,958
+1,855,974
|
|
||
53
TSMC
TSM
$2.1T
| $4.99B | 0.3% |
14,767,680
+1,254,309
|
|
||
54
McDonald's
MCD
$201B
| $4.85B | 0.29% |
15,618,509
+347,769
|
|
||
55
Advanced Micro Devices
AMD
$762B
| $4.84B | 0.29% |
23,781,608
-1,260,211
|
|
||
56
IBM
IBM
$239B
| $4.76B | 0.29% |
19,630,951
+4,771,145
|
|
||
57
Palantir
PLTR
$328B
| $4.71B | 0.28% |
32,202,689
+2,995,783
|
|
||
58
SPDR Gold Trust
GLD
$151B
| $4.7B | 0.28% |
10,912,378
-2,981,363
|
|
||
59
Eaton
ETN
$152B
| $4.69B | 0.28% |
13,111,623
+132,833
|
|
||
60
Vanguard Total Stock Market ETF
VTI
$646B
| $4.6B | 0.28% |
14,341,153
+548,759
|
|
||
61
Oracle
ORCL
$552B
| $4.29B | 0.26% |
29,132,672
+2,007,573
|
|
||
62
TJX Companies
TJX
$175B
| $4.27B | 0.26% |
26,724,660
+182,758
|
|
||
63
Honeywell
HON
$144B
| $4.17B | 0.25% |
18,428,804
-996,617
|
|
||
64
PepsiCo
PEP
$206B
| $4.13B | 0.25% |
26,581,174
+1,625,092
|
|
||
65
Wells Fargo
WFC
$234B
| $4.11B | 0.25% |
51,687,402
-1,886,751
|
|
||
66
Spotify
SPOT
$107B
| $4.06B | 0.24% |
8,380,266
+1,779,548
|
|
||
67
Lam Research
LRCX
$382B
| $4.05B | 0.24% |
18,971,122
-914,885
|
|
||
68
UnitedHealth
UNH
$353B
| $4.05B | 0.24% |
14,963,569
-826,526
|
|
||
69
GE Aerospace
GE
$316B
| $4.05B | 0.24% |
14,267,249
+342,487
|
|
||
70
Applied Materials
AMAT
$343B
| $4.05B | 0.24% |
11,843,881
+373,046
|
|
||
71
Philip Morris
PM
$295B
| $4.04B | 0.24% |
24,405,704
+986,019
|
|
||
72
iShares S&P 500 Growth ETF
IVW
$74.3B
| $3.88B | 0.23% |
34,306,897
+660,745
|
|
||
73
American Express
AXP
$213B
| $3.87B | 0.23% |
12,808,752
-390,482
|
|
||
74
Blackstone
BX
$145B
| $3.74B | 0.23% |
32,494,438
-367,727
|
|
||
75
Verizon
VZ
$202B
| $3.72B | 0.22% |
74,068,170
+9,070,852
|
|