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 |
XYZ
Block, Inc.
XYZ
|
$2.09B |
| 2 |
Procter & Gamble
PG
|
$1.04B |
| 3 |
Zoom
ZM
|
$752M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$693M |
| 5 |
Datadog
DDOG
|
$578M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.34B |
| 2 |
VanEck Oil Services ETF
OIH
|
$1.33B |
| 3 |
Alerian MLP ETF
AMLP
|
$1.04B |
| 4 |
ServiceNow
NOW
|
$1B |
| 5 |
Invesco QQQ Trust
QQQ
|
$847M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 10.4% |
| 3 | Consumer Discretionary | 8.11% |
| 4 | Communication Services | 7.81% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Bond Market
BND
$133B
| $1.95B | 0.43% |
22,098,554
+175,618
| +0.8% | +$15.5M |
|
52
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.94B | 0.43% |
10,892,069
-446,278
| -4% | -$79.7M |
|
53
Amgen
AMGN
$155B
| $1.89B | 0.42% |
8,004,598
+740,763
| +10% | +$175M |
|
54
Vanguard Value ETF
VTV
$143B
| $1.8B | 0.4% |
18,033,053
+1,556
| +0% | +$155K |
|
55
NextEra Energy, Inc.
NEE
$150B
| $1.78B | 0.39% |
7,397,240
+46,023
| +0.6% | +$11.1M |
|
56
Becton Dickinson
BDX
$55.3B
| $1.72B | 0.38% |
7,201,827
+1,300,436
| +22% | +$311M |
|
57
Automatic Data Processing
ADP
$123B
| $1.72B | 0.38% |
11,547,040
+106,973
| +0.9% | +$15.9M |
|
58
Baxter International
BAX
$12.7B
| $1.68B | 0.37% |
19,537,042
+127,008
| +0.7% | +$10.9M |
|
59
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.68B | 0.37% |
8,074,970
-230,519
| -3% | -$47.8M |
|
60
Cisco
CSCO
$268B
| $1.66B | 0.37% |
35,635,649
+91,735
| +0.3% | +$4.28M |
|
61
Intel
INTC
$106B
| $1.64B | 0.36% |
27,360,040
-3,053,323
| -10% | -$183M |
|
62
Vanguard S&P 500 ETF
VOO
$720B
| $1.59B | 0.35% |
5,626,703
-584,344
| -9% | -$166M |
|
63
Chevron
CVX
$326B
| $1.57B | 0.35% |
17,635,988
-168,439
| -0.9% | -$15M |
|
64
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.57B | 0.35% |
39,172,863
+4,933,671
| +14% | +$197M |
|
65
McDonald's
MCD
$224B
| $1.56B | 0.35% |
8,483,523
+463,752
| +6% | +$85.5M |
|
66
Vanguard Total Stock Market ETF
VTI
$522B
| $1.52B | 0.34% |
9,726,290
-41,330
| -0.4% | -$6.47M |
|
67
Nike
NKE
$110B
| $1.52B | 0.34% |
15,516,071
-5,012,479
| -24% | -$491M |
|
68
Zoetis
ZTS
$69.3B
| $1.5B | 0.33% |
10,956,821
+1,011,467
| +10% | +$139M |
|
69
CVS Health
CVS
$94B
| $1.5B | 0.33% |
23,059,754
+2,413,910
| +12% | +$157M |
|
|
70
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.48B | 0.33% |
18,174,523
+8,487,008
| +88% | +$693M |
|
71
Honeywell
HON
$138B
| $1.48B | 0.33% |
10,243,747
+460,311
| +5% | +$66.6M |
|
|
TWTR
72
DELISTED
Twitter, Inc.
TWTR
| $1.48B | 0.33% |
49,680,735
+1,618,816
| +3% | +$48.2M |
|
73
DexCom
DXCM
$29.5B
| $1.48B | 0.33% |
3,644,528
-407,301
| -10% | -$165M |
|
74
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.48B | 0.33% |
38,075,041
-4,449,702
| -10% | -$173M |
|
75
PepsiCo
PEP
$206B
| $1.47B | 0.32% |
11,085,172
-205,303
| -2% | -$27.2M |
|