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 |
Amazon
AMZN
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy, Inc.
NEE
$150B
| $2.87B | 0.37% |
37,045,614
+10,094,574
| +37% | +$782M |
|
52
Bristol-Myers Squibb
BMY
$96.5B
| $2.79B | 0.36% |
36,172,556
+8,606,607
| +31% | +$663M |
|
53
Bank of America
BAC
$373B
| $2.77B | 0.36% |
89,113,394
+27,285,901
| +44% | +$849M |
|
54
CVS Health
CVS
$94B
| $2.72B | 0.35% |
29,378,855
+6,613,041
| +29% | +$613M |
|
55
Honeywell
HON
$138B
| $2.62B | 0.34% |
15,084,889
+2,655,922
| +21% | +$462M |
|
56
Broadcom
AVGO
$1.4T
| $2.59B | 0.34% |
5,336,052
+1,522,029
| +40% | +$739M |
|
57
Vanguard Growth ETF
VUG
$183B
| $2.54B | 0.33% |
11,414,505
+352,733
| +3% | +$78.6M |
|
58
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $2.51B | 0.33% |
21,821,816
+2,837,656
| +15% | +$326M |
|
59
Eli Lilly
LLY
$659B
| $2.43B | 0.32% |
7,503,143
+3,529,744
| +89% | +$1.14B |
|
60
Nike
NKE
$110B
| $2.41B | 0.31% |
23,535,125
+4,966,516
| +27% | +$508M |
|
61
Qualcomm
QCOM
$171B
| $2.39B | 0.31% |
18,739,651
+3,229,587
| +21% | +$413M |
|
62
Walmart
WMT
$781B
| $2.33B | 0.3% |
19,140,938
+4,628,175
| +32% | +$563M |
|
63
Snowflake
SNOW
$77.9B
| $2.3B | 0.3% |
16,523,881
+1,085,623
| +7% | +$151M |
|
64
Shopify
SHOP
$181B
| $2.28B | 0.3% |
72,993,519
+66,551,504
| +1,033% | +$2.08B |
|
65
Lockheed Martin
LMT
$106B
| $2.26B | 0.29% |
5,252,928
+1,209,042
| +30% | +$520M |
|
66
TSMC
TSM
$1.18T
| $2.25B | 0.29% |
27,582,534
+3,072,788
| +13% | +$251M |
|
67
Comcast
CMCSA
$126B
| $2.25B | 0.29% |
57,331,723
+15,411,177
| +37% | +$605M |
|
68
Automatic Data Processing
ADP
$121B
| $2.22B | 0.29% |
10,572,080
-198,129
| -2% | -$41.6M |
|
69
Becton Dickinson
BDX
$53.9B
| $2.21B | 0.29% |
8,977,450
+1,168,614
| +15% | +$288M |
|
70
Cisco
CSCO
$268B
| $2.19B | 0.28% |
51,347,410
+16,749,750
| +48% | +$714M |
|
71
Royalty Pharma
RPRX
$15.6B
| $2.17B | 0.28% |
51,543,171
-1,998,617
| -4% | -$84M |
|
72
Vanguard Total Stock Market ETF
VTI
$522B
| $2.17B | 0.28% |
11,478,932
+1,538,146
| +15% | +$290M |
|
73
SPDR Gold Trust
GLD
$110B
| $2.15B | 0.28% |
12,734,855
-1,543,085
| -11% | -$260M |
|
74
Intercontinental Exchange
ICE
$100B
| $2B | 0.26% |
21,269,135
+4,442,869
| +26% | +$418M |
|
75
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.96B | 0.25% |
48,072,542
+2,490,052
| +5% | +$102M |
|