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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.06T
| $3.13B | 0.36% |
25,427,168
+5,314,464
| +26% | +$655M |
|
52
CVS Health
CVS
$94B
| $3.13B | 0.36% |
33,576,388
+3,311,928
| +11% | +$309M |
|
53
RTX Corp
RTX
$212B
| $3.08B | 0.35% |
30,509,436
+3,104,282
| +11% | +$313M |
|
54
Cisco
CSCO
$268B
| $2.94B | 0.33% |
61,788,267
+9,160,347
| +17% | +$436M |
|
55
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $2.87B | 0.33% |
28,810,025
+4,771,084
| +20% | +$475M |
|
56
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $2.82B | 0.32% |
56,269,718
+8,540,248
| +18% | +$428M |
|
57
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.77B | 0.31% |
36,830,134
-1,211,790
| -3% | -$91.2M |
|
58
ServiceNow
NOW
$189B
| $2.75B | 0.31% |
7,071,786
+288,522
| +4% | +$112M |
|
59
Verizon
VZ
$185B
| $2.68B | 0.3% |
67,976,459
+11,987,691
| +21% | +$472M |
|
60
Starbucks
SBUX
$102B
| $2.65B | 0.3% |
26,718,368
+8,451,599
| +46% | +$838M |
|
61
Automatic Data Processing
ADP
$123B
| $2.63B | 0.3% |
11,010,014
+794,328
| +8% | +$190M |
|
62
Intercontinental Exchange
ICE
$101B
| $2.61B | 0.3% |
25,406,629
+4,044,744
| +19% | +$415M |
|
63
Vanguard Growth ETF
VUG
$183B
| $2.6B | 0.29% |
12,185,418
+499,927
| +4% | +$107M |
|
64
Lockheed Martin
LMT
$106B
| $2.59B | 0.29% |
5,320,080
+2,295
| +0% | +$1.12M |
|
65
Bristol-Myers Squibb
BMY
$96B
| $2.55B | 0.29% |
35,412,170
+5,840,425
| +20% | +$420M |
|
66
Salesforce
CRM
$242B
| $2.52B | 0.29% |
19,003,836
+149,012
| +0.8% | +$19.8M |
|
67
Texas Instruments
TXN
$184B
| $2.43B | 0.28% |
14,735,331
+5,191,426
| +54% | +$858M |
|
68
TSMC
TSM
$1.18T
| $2.42B | 0.28% |
32,513,567
+7,045,899
| +28% | +$525M |
|
69
Shopify
SHOP
$181B
| $2.41B | 0.27% |
69,473,815
-5,352,703
| -7% | -$186M |
|
70
Qualcomm
QCOM
$171B
| $2.38B | 0.27% |
21,602,874
+3,929,586
| +22% | +$432M |
|
71
IBM
IBM
$227B
| $2.34B | 0.27% |
16,592,094
+3,084,458
| +23% | +$435M |
|
72
Vanguard Total Stock Market ETF
VTI
$522B
| $2.33B | 0.27% |
12,210,830
+591,652
| +5% | +$113M |
|
73
Lowe's Companies
LOW
$145B
| $2.33B | 0.26% |
11,690,606
+2,050,089
| +21% | +$408M |
|
74
Mercado Libre
MELI
$125B
| $2.31B | 0.26% |
2,725,130
-198,070
| -7% | -$168M |
|
75
iShares Russell 2000 ETF
IWM
$66.6B
| $2.28B | 0.26% |
13,067,475
-10,021,891
| -43% | -$1.75B |
|