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 |
Walmart
WMT
|
$1.73B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25B |
| 3 |
Altria Group
MO
|
$451M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$375M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
RTX Corp
RTX
$212B
| $4.03B | 0.32% |
41,298,764
-65,124,920
| -61% | -$6.35B |
|
52
Amgen
AMGN
$155B
| $3.97B | 0.32% |
13,971,963
-14,896,161
| -52% | -$4.24B |
|
53
Shopify
SHOP
$181B
| $3.94B | 0.32% |
51,087,242
-53,952,368
| -51% | -$4.16B |
|
54
Palo Alto Networks
PANW
$127B
| $3.94B | 0.32% |
13,861,763
-11,076,505
| -44% | -$3.15B |
|
55
Honeywell
HON
$138B
| $3.79B | 0.3% |
18,460,910
-15,862,956
| -46% | -$3.26B |
|
56
McDonald's
MCD
$224B
| $3.76B | 0.3% |
13,332,151
-13,537,245
| -50% | -$3.82B |
|
57
Qualcomm
QCOM
$171B
| $3.75B | 0.3% |
22,170,021
-20,294,781
| -48% | -$3.44B |
|
58
NextEra Energy, Inc.
NEE
$148B
| $3.62B | 0.29% |
56,714,319
-42,280,461
| -43% | -$2.7B |
|
59
DoorDash
DASH
$105B
| $3.62B | 0.29% |
26,295,159
-28,100,095
| -52% | -$3.87B |
|
60
Blackrock
BLK
$175B
| $3.53B | 0.28% |
4,239,616
-3,533,344
| -45% | -$2.95B |
|
61
iShares Russell 2000 ETF
IWM
$66.6B
| $3.46B | 0.28% |
16,450,994
-29,476,914
| -64% | -$6.2B |
|
62
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3.43B | 0.28% |
66,552,779
-65,978,013
| -50% | -$3.4B |
|
63
Linde
LIN
$224B
| $3.41B | 0.27% |
7,351,845
-6,596,161
| -47% | -$3.06B |
|
64
Intercontinental Exchange
ICE
$101B
| $3.38B | 0.27% |
24,567,255
-24,383,541
| -50% | -$3.35B |
|
65
Blackstone
BX
$134B
| $3.37B | 0.27% |
25,670,614
-23,891,320
| -48% | -$3.14B |
|
66
Verizon
VZ
$185B
| $3.29B | 0.26% |
78,375,348
-79,345,138
| -50% | -$3.33B |
|
67
Cisco
CSCO
$268B
| $3.16B | 0.25% |
63,330,467
-62,037,705
| -49% | -$3.1B |
|
68
Mercado Libre
MELI
$125B
| $3.15B | 0.25% |
2,085,094
-2,763,044
| -57% | -$4.18B |
|
69
Vanguard Total Stock Market ETF
VTI
$522B
| $3.14B | 0.25% |
12,091,745
-11,763,049
| -49% | -$3.06B |
|
70
American Express
AXP
$230B
| $3.03B | 0.24% |
13,286,899
-13,880,439
| -51% | -$3.16B |
|
71
Eaton
ETN
$134B
| $2.97B | 0.24% |
9,483,279
-9,503,399
| -50% | -$2.97B |
|
72
Automatic Data Processing
ADP
$123B
| $2.88B | 0.23% |
11,526,424
-10,037,204
| -47% | -$2.51B |
|
73
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $2.78B | 0.22% |
55,317,778
-53,956,414
| -49% | -$2.71B |
|
74
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $2.74B | 0.22% |
54,298,383
-57,923,737
| -52% | -$2.92B |
|
75
Goldman Sachs
GS
$226B
| $2.74B | 0.22% |
6,551,092
-5,285,334
| -45% | -$2.21B |
|