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 |
NVIDIA
NVDA
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $4.06B | 0.31% |
24,695,547
+9,914
| +0% | +$1.63M |
|
52
Honeywell
HON
$139B
| $3.99B | 0.31% |
18,706,728
+245,818
| +1% | +$52.5M |
|
53
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $3.99B | 0.31% |
43,479,814
-3,197,641
| -7% | -$293M |
|
54
Qualcomm
QCOM
$173B
| $3.75B | 0.29% |
18,836,183
-3,333,838
| -15% | -$664M |
|
55
iShares Russell 2000 ETF
IWM
$67B
| $3.71B | 0.29% |
18,265,133
+1,814,139
| +11% | +$368M |
|
56
Abbott
ABT
$231B
| $3.7B | 0.29% |
35,616,923
-395,059
| -1% | -$41.1M |
|
57
Intercontinental Exchange
ICE
$101B
| $3.46B | 0.27% |
25,301,917
+734,662
| +3% | +$101M |
|
58
McDonald's
MCD
$224B
| $3.43B | 0.27% |
13,448,685
+116,534
| +0.9% | +$29.7M |
|
59
Blackrock
BLK
$175B
| $3.42B | 0.26% |
4,342,978
+103,362
| +2% | +$81.4M |
|
|
60
RTX Corp
RTX
$212B
| $3.41B | 0.26% |
33,960,987
-7,337,777
| -18% | -$737M |
|
61
Linde
LIN
$224B
| $3.33B | 0.26% |
7,585,594
+233,749
| +3% | +$103M |
|
62
Vanguard Total Stock Market ETF
VTI
$526B
| $3.31B | 0.26% |
12,370,576
+278,831
| +2% | +$74.6M |
|
|
63
Danaher
DHR
$147B
| $3.3B | 0.26% |
13,213,137
-3,282,903
| -20% | -$820M |
|
64
Mercado Libre
MELI
$125B
| $3.29B | 0.25% |
2,003,332
-81,762
| -4% | -$134M |
|
65
Goldman Sachs
GS
$226B
| $3.23B | 0.25% |
7,151,234
+600,142
| +9% | +$271M |
|
66
Shopify
SHOP
$184B
| $3.21B | 0.25% |
48,537,854
-2,549,388
| -5% | -$168M |
|
67
American Express
AXP
$231B
| $3.16B | 0.24% |
13,633,725
+346,826
| +3% | +$80.3M |
|
68
Verizon
VZ
$186B
| $3.12B | 0.24% |
75,661,760
-2,713,588
| -3% | -$112M |
|
69
Eaton
ETN
$136B
| $3.08B | 0.24% |
9,838,194
+354,915
| +4% | +$111M |
|
70
iShares S&P 500 Growth ETF
IVW
$63.1B
| $3.08B | 0.24% |
33,331,488
+1,960,968
| +6% | +$181M |
|
71
Blackstone
BX
$134B
| $3.08B | 0.24% |
24,850,856
-819,758
| -3% | -$101M |
|
72
Cisco
CSCO
$274B
| $3.05B | 0.24% |
64,170,402
+839,935
| +1% | +$39.9M |
|
73
Oracle
ORCL
$635B
| $3.04B | 0.24% |
21,561,998
+1,493,751
| +7% | +$211M |
|
74
TJX Companies
TJX
$152B
| $2.9B | 0.22% |
26,359,981
+556,208
| +2% | +$61.2M |
|
75
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.89B | 0.22% |
58,495,816
+3,178,038
| +6% | +$157M |
|