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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Blackrock
BLK
$175B
| $4.38B | 0.32% |
4,607,764
+264,786
| +6% | +$251M |
|
|
52
Adobe
ADBE
$151B
| $4.26B | 0.31% |
8,231,427
-2,082,015
| -20% | -$1.08B |
|
53
Blackstone
BX
$134B
| $4.21B | 0.31% |
27,517,671
+2,666,815
| +11% | +$408M |
|
54
iShares Russell 2000 ETF
IWM
$67B
| $4B | 0.29% |
18,120,568
-144,565
| -0.8% | -$31.9M |
|
55
Honeywell
HON
$139B
| $3.97B | 0.29% |
19,216,680
+509,952
| +3% | +$105M |
|
56
Abbott
ABT
$231B
| $3.93B | 0.29% |
34,513,415
-1,103,508
| -3% | -$126M |
|
57
Walt Disney
DIS
$213B
| $3.86B | 0.28% |
40,148,973
-5,411,769
| -12% | -$521M |
|
58
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $3.84B | 0.28% |
39,151,542
-4,328,272
| -10% | -$425M |
|
59
Oracle
ORCL
$635B
| $3.82B | 0.28% |
22,422,603
+860,605
| +4% | +$147M |
|
60
Mercado Libre
MELI
$125B
| $3.81B | 0.28% |
1,855,794
-147,538
| -7% | -$303M |
|
61
Linde
LIN
$224B
| $3.78B | 0.27% |
7,925,103
+339,509
| +4% | +$162M |
|
62
RTX Corp
RTX
$212B
| $3.73B | 0.27% |
30,766,132
-3,194,855
| -9% | -$387M |
|
63
Goldman Sachs
GS
$226B
| $3.72B | 0.27% |
7,521,439
+370,205
| +5% | +$183M |
|
64
American Express
AXP
$231B
| $3.66B | 0.27% |
13,500,208
-133,517
| -1% | -$36.2M |
|
65
Cisco
CSCO
$274B
| $3.6B | 0.26% |
67,612,698
+3,442,296
| +5% | +$183M |
|
66
Vanguard Total Stock Market ETF
VTI
$526B
| $3.57B | 0.26% |
12,620,738
+250,162
| +2% | +$70.8M |
|
67
Verizon
VZ
$186B
| $3.49B | 0.25% |
77,633,294
+1,971,534
| +3% | +$88.5M |
|
68
Shopify
SHOP
$184B
| $3.31B | 0.24% |
41,336,156
-7,201,698
| -15% | -$577M |
|
69
DoorDash
DASH
$105B
| $3.26B | 0.24% |
22,866,273
-1,584,726
| -6% | -$226M |
|
70
Danaher
DHR
$147B
| $3.24B | 0.24% |
11,662,936
-1,550,201
| -12% | -$431M |
|
71
S&P Global
SPGI
$167B
| $3.24B | 0.24% |
6,275,666
+979,307
| +18% | +$506M |
|
72
Eaton
ETN
$136B
| $3.23B | 0.23% |
9,751,306
-86,888
| -0.9% | -$28.8M |
|
73
Qualcomm
QCOM
$173B
| $3.21B | 0.23% |
18,889,326
+53,143
| +0.3% | +$9.04M |
|
74
iShares S&P 500 Growth ETF
IVW
$63.1B
| $3.19B | 0.23% |
33,340,406
+8,918
| +0% | +$854K |
|
75
Lockheed Martin
LMT
$106B
| $3.18B | 0.23% |
5,436,270
+133,790
| +3% | +$78.2M |
|