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 |
Apple
AAPL
|
$10.7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.12B |
| 3 |
Intuitive Surgical
ISRG
|
$922M |
| 4 |
Tesla
TSLA
|
$902M |
| 5 |
Amazon
AMZN
|
$815M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Shopify
SHOP
|
$427M |
| 4 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
| 5 |
Chewy
CHWY
|
$406M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares Russell 2000 ETF
IWM
$66.6B
| $2.1B | 0.41% |
14,033,274
-6,452,273
| -31% | -$966M |
|
|
COUP
52
DELISTED
Coupa Software Incorporated
COUP
| $2.1B | 0.41% |
7,662,613
-821,127
| -10% | -$225M |
|
53
Vanguard Total Bond Market
BND
$133B
| $2.07B | 0.4% |
23,446,921
+1,348,367
| +6% | +$119M |
|
54
NextEra Energy, Inc.
NEE
$150B
| $2.02B | 0.39% |
7,268,726
-128,514
| -2% | -$35.7M |
|
55
Vanguard S&P 500 ETF
VOO
$720B
| $1.97B | 0.38% |
6,401,743
+775,040
| +14% | +$238M |
|
56
NVIDIA
NVDA
$4.16T
| $1.96B | 0.38% |
3,619,180
-150,687
| -4% | -$81.6M |
|
57
Vanguard Value ETF
VTV
$143B
| $1.94B | 0.38% |
18,598,691
+565,638
| +3% | +$59.1M |
|
58
Carvana
CVNA
$50.6B
| $1.94B | 0.38% |
8,692,012
+136,277
| +2% | +$30.4M |
|
59
Baxter International
BAX
$12.7B
| $1.92B | 0.37% |
23,824,224
+4,287,182
| +22% | +$345M |
|
60
Automatic Data Processing
ADP
$123B
| $1.89B | 0.37% |
13,551,926
+2,004,886
| +17% | +$280M |
|
61
Honeywell
HON
$138B
| $1.87B | 0.36% |
11,348,328
+1,104,581
| +11% | +$182M |
|
62
Nike
NKE
$110B
| $1.86B | 0.36% |
14,852,545
-663,526
| -4% | -$83.3M |
|
63
Walmart
WMT
$780B
| $1.81B | 0.35% |
12,908,458
+2,662,599
| +26% | +$373M |
|
64
McDonald's
MCD
$224B
| $1.81B | 0.35% |
8,226,988
-256,535
| -3% | -$56.3M |
|
65
Costco
COST
$418B
| $1.79B | 0.35% |
5,049,567
+876,624
| +21% | +$311M |
|
66
Trade Desk
TTD
$26.5B
| $1.79B | 0.35% |
3,444,492
+445,756
| +15% | +$231M |
|
67
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.77B | 0.34% |
7,675,893
-399,077
| -5% | -$92.2M |
|
|
WORK
68
DELISTED
Slack Technologies, Inc.
WORK
| $1.77B | 0.34% |
65,857,099
+808,565
| +1% | +$21.7M |
|
69
Becton Dickinson
BDX
$55.3B
| $1.76B | 0.34% |
7,584,726
+382,899
| +5% | +$89.1M |
|
70
DexCom
DXCM
$29.5B
| $1.7B | 0.33% |
4,119,756
+475,228
| +13% | +$196M |
|
71
Pfizer
PFE
$142B
| $1.69B | 0.33% |
46,069,866
+2,777,676
| +6% | +$102M |
|
72
EPAM Systems
EPAM
$9.82B
| $1.68B | 0.33% |
5,209,181
+143,058
| +3% | +$46.2M |
|
73
Vanguard Total Stock Market ETF
VTI
$522B
| $1.68B | 0.33% |
9,882,017
+155,727
| +2% | +$26.5M |
|
74
PayPal
PYPL
$66.2B
| $1.67B | 0.32% |
8,452,468
+839,901
| +11% | +$165M |
|
75
Comcast
CMCSA
$126B
| $1.64B | 0.32% |
35,445,826
+3,343,311
| +10% | +$155M |
|