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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Honeywell
HON
$139B
| $2.5B | 0.37% |
11,522,279
-206,044
| -2% | -$44.7M |
|
52
Coca-Cola
KO
$297B
| $2.49B | 0.37% |
47,312,734
-1,327,840
| -3% | -$70M |
|
53
Amgen
AMGN
$155B
| $2.48B | 0.36% |
9,960,010
+214,454
| +2% | +$53.4M |
|
54
Verizon
VZ
$186B
| $2.43B | 0.36% |
41,810,812
+2,661,769
| +7% | +$155M |
|
55
Bank of America
BAC
$376B
| $2.43B | 0.36% |
62,800,608
+3,240,323
| +5% | +$125M |
|
56
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $2.42B | 0.35% |
27,709,544
+51,061
| +0.2% | +$4.45M |
|
57
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $2.41B | 0.35% |
23,634,301
+1,634,793
| +7% | +$167M |
|
58
Okta
OKTA
$16.4B
| $2.31B | 0.34% |
10,476,428
+1,196,058
| +13% | +$264M |
|
59
Snap
SNAP
$12.1B
| $2.3B | 0.34% |
44,001,129
+3,195,950
| +8% | +$167M |
|
60
Chevron
CVX
$324B
| $2.28B | 0.34% |
21,789,121
+2,666,433
| +14% | +$279M |
|
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $2.28B | 0.34% |
17,545,480
+1,095,544
| +7% | +$142M |
|
62
Vanguard S&P 500 ETF
VOO
$726B
| $2.24B | 0.33% |
6,155,661
-102,390
| -2% | -$37.3M |
|
63
Nike
NKE
$114B
| $2.23B | 0.33% |
16,796,933
-2,699,454
| -14% | -$359M |
|
64
Cisco
CSCO
$274B
| $2.21B | 0.33% |
42,815,350
+3,867,546
| +10% | +$200M |
|
65
Costco
COST
$418B
| $2.15B | 0.32% |
6,093,411
-991,027
| -14% | -$349M |
|
66
Vanguard Total Bond Market
BND
$134B
| $2.12B | 0.31% |
25,063,692
+645,596
| +3% | +$54.7M |
|
67
Baxter International
BAX
$12.7B
| $2.11B | 0.31% |
25,001,166
+931,849
| +4% | +$78.6M |
|
68
Netflix
NFLX
$513B
| $2.1B | 0.31% |
4,024,334
+505,072
| +14% | +$263M |
|
|
69
Royalty Pharma
RPRX
$15.6B
| $2.1B | 0.31% |
48,118,242
+24,320,161
| +102% | +$1.06B |
|
70
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $2.07B | 0.3% |
19,108,274
+1,535,849
| +9% | +$167M |
|
71
Pinterest
PINS
$24.9B
| $2.05B | 0.3% |
27,747,360
+7,193,041
| +35% | +$533M |
|
72
NextEra Energy, Inc.
NEE
$148B
| $2.04B | 0.3% |
26,948,780
-787,477
| -3% | -$59.5M |
|
73
AbbVie
ABBV
$372B
| $2.03B | 0.3% |
18,730,262
+2,393,757
| +15% | +$259M |
|
74
AT&T
T
$209B
| $2.01B | 0.3% |
66,564,088
-12,138,972
| -15% | -$367M |
|
75
Comcast
CMCSA
$125B
| $1.99B | 0.29% |
36,851,288
-1,081,922
| -3% | -$58.5M |
|