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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$231B
| $7.91B | 0.35% | 71,873,654 +36,233,252 | +102% | +$3.99B |
|
52
Advanced Micro Devices
AMD
$264B
| $7.84B | 0.35% | 53,180,744 +28,829,193 | +118% | +$4.25B |
|
53
Mercado Libre
MELI
$125B
| $7.62B | 0.34% | 4,848,138 +2,289,671 | +89% | +$3.6B |
|
54
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $7.61B | 0.34% | 76,920,386 +37,456,009 | +95% | +$3.7B |
|
55
Bank of America
BAC
$376B
| $7.47B | 0.33% | 221,786,668 +108,632,338 | +96% | +$3.66B |
|
56
Palo Alto Networks
PANW
$127B
| $7.35B | 0.32% | 24,938,268 +14,123,690 | +131% | +$4.16B |
|
57
Honeywell
HON
$139B
| $7.2B | 0.32% | 34,323,866 +19,922,823 | +138% | +$4.18B |
|
58
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $7.1B | 0.31% | 44,990,044 +26,048,894 | +138% | +$4.11B |
|
59
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $6.7B | 0.3% | 132,530,792 +65,086,156 | +97% | +$3.29B |
|
60
Blackstone
BX
$134B
| $6.49B | 0.29% | 49,561,934 +25,738,813 | +108% | +$3.37B |
|
61
Netflix
NFLX
$513B
| $6.36B | 0.28% | 13,058,646 +6,947,717 | +114% | +$3.38B |
|
62
Cisco
CSCO
$274B
| $6.33B | 0.28% | 125,368,172 +63,038,080 | +101% | +$3.18B |
|
63
Blackrock
BLK
$175B
| $6.31B | 0.28% | 7,772,960 +4,403,925 | +131% | +$3.58B |
|
64
Intercontinental Exchange
ICE
$101B
| $6.29B | 0.28% | 48,950,796 +23,075,739 | +89% | +$2.96B |
|
65
Qualcomm
QCOM
$173B
| $6.14B | 0.27% | 42,464,802 +21,697,313 | +104% | +$3.14B |
|
66
NextEra Energy, Inc.
NEE
$148B
| $6.01B | 0.26% | 98,994,780 +46,965,742 | +90% | +$2.85B |
|
67
Verizon
VZ
$186B
| $5.95B | 0.26% | 157,720,486 +82,868,932 | +111% | +$3.12B |
|
68
Linde
LIN
$224B
| $5.73B | 0.25% | 13,948,006 +7,309,121 | +110% | +$3B |
|
69
Vanguard Total Stock Market ETF
VTI
$526B
| $5.66B | 0.25% | 23,854,794 +12,533,308 | +111% | +$2.97B |
|
70
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $5.64B | 0.25% | 112,222,120 +55,253,811 | +97% | +$2.78B |
|
71
iShares Core US Aggregate Bond ETF
AGG
$131B
| $5.54B | 0.24% | 55,785,530 +30,714,541 | +123% | +$3.05B |
|
72
Nike
NKE
$114B
| $5.47B | 0.24% | 50,376,640 +23,839,963 | +90% | +$2.59B |
|
73
DoorDash
DASH
$105B
| $5.38B | 0.24% | 54,395,254 +27,511,977 | +102% | +$2.72B |
|
74
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $5.23B | 0.23% | 109,274,192 +54,514,922 | +100% | +$2.61B |
|
75
Becton Dickinson
BDX
$55.3B
| $5.22B | 0.23% | 21,423,106 +11,222,893 | +110% | +$2.74B |
|