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 |
Invesco QQQ Trust
QQQ
|
$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.02B |
| 3 |
Oracle
ORCL
|
$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$854M |
| 5 |
S&P Global
SPGI
|
$827M |
Top Sells
| 1 |
Intel
INTC
|
$1.22B |
| 2 |
Constellation Brands
STZ
|
$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$852M |
| 4 |
Carvana
CVNA
|
$805M |
| 5 |
Bank of America
BAC
|
$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
ServiceNow
NOW
$190B
| $4.2B | 0.3% | 5,273,507 -149,898 | -3% | -$119M |
|
52
Blackstone
BX
$134B
| $4.17B | 0.3% | 29,858,037 +960,471 | +3% | +$134M |
|
53
Walt Disney
DIS
$213B
| $4.11B | 0.29% | 41,647,355 +558,929 | +1% | +$55.2M |
|
54
IBM
IBM
$227B
| $4.1B | 0.29% | 16,497,056 +2,486,922 | +18% | +$618M |
|
|
55
Oracle
ORCL
$635B
| $4.05B | 0.29% | 28,962,475 +6,399,822 | +28% | +$895M |
|
56
Mercado Libre
MELI
$125B
| $4.02B | 0.29% | 2,059,407 -67,897 | -3% | -$132M |
|
|
57
S&P Global
SPGI
$167B
| $3.99B | 0.29% | 7,862,108 +1,628,069 | +26% | +$827M |
|
58
PepsiCo
PEP
$204B
| $3.92B | 0.28% | 26,118,902 -1,083,804 | -4% | -$163M |
|
59
Merck
MRK
$210B
| $3.87B | 0.28% | 43,114,452 -1,069,247 | -2% | -$96M |
|
60
Honeywell
HON
$139B
| $3.87B | 0.28% | 18,266,608 -1,286,976 | -7% | -$273M |
|
61
RTX Corp
RTX
$212B
| $3.81B | 0.27% | 28,747,942 -817,409 | -3% | -$108M |
|
62
Blackrock
BLK
$175B
| $3.79B | 0.27% | 3,999,925 -783,148 | -16% | -$741M |
|
63
Spotify
SPOT
$140B
| $3.72B | 0.27% | 6,769,242 -152,672 | -2% | -$84M |
|
64
Vanguard Total Stock Market ETF
VTI
$526B
| $3.68B | 0.26% | 13,389,185 +559,205 | +4% | +$154M |
|
65
American Express
AXP
$231B
| $3.57B | 0.26% | 13,284,684 -561,869 | -4% | -$151M |
|
66
SPDR Gold Trust
GLD
$107B
| $3.57B | 0.26% | 12,384,172 +1,430,838 | +13% | +$412M |
|
67
DoorDash
DASH
$105B
| $3.56B | 0.25% | 19,482,502 -1,461,695 | -7% | -$267M |
|
68
Wells Fargo
WFC
$263B
| $3.5B | 0.25% | 48,794,632 +5,265,146 | +12% | +$378M |
|
69
Aon
AON
$79.1B
| $3.48B | 0.25% | 8,726,304 +342,023 | +4% | +$136M |
|
70
T-Mobile US
TMUS
$284B
| $3.46B | 0.25% | 12,968,781 -491,960 | -4% | -$131M |
|
71
Automatic Data Processing
ADP
$123B
| $3.4B | 0.24% | 11,140,833 +227,043 | +2% | +$69.4M |
|
72
Philip Morris
PM
$260B
| $3.39B | 0.24% | 21,345,462 -14,555 | -0.1% | -$2.31M |
|
73
Linde
LIN
$224B
| $3.35B | 0.24% | 7,199,226 -699,965 | -9% | -$326M |
|
74
Booking.com
BKNG
$181B
| $3.32B | 0.24% | 719,952 +63,472 | +10% | +$292M |
|
75
Verizon
VZ
$186B
| $3.22B | 0.23% | 70,961,935 +3,366,853 | +5% | +$153M |
|