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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Blackstone
BX
$132B
| $4.74B | 0.31% |
31,662,380
+1,804,343
| +6% | +$270M |
|
|
52
UnitedHealth
UNH
$276B
| $4.71B | 0.31% |
15,102,503
-6,262,215
| -29% | -$1.95B |
|
53
McDonald's
MCD
$225B
| $4.7B | 0.31% |
16,080,764
-1,484,026
| -8% | -$434M |
|
54
Amgen
AMGN
$153B
| $4.52B | 0.29% |
16,184,781
-49,340
| -0.3% | -$13.8M |
|
55
iShares Russell 2000 ETF
IWM
$66.8B
| $4.5B | 0.29% |
20,861,715
-2,374,239
| -10% | -$512M |
|
56
Palantir
PLTR
$380B
| $4.49B | 0.29% |
32,948,594
+1,726,248
| +6% | +$235M |
|
57
Eaton
ETN
$133B
| $4.48B | 0.29% |
12,537,354
+760,126
| +6% | +$271M |
|
58
NextEra Energy, Inc.
NEE
$148B
| $4.44B | 0.29% |
63,932,498
+3,466,429
| +6% | +$241M |
|
59
Booking.com
BKNG
$180B
| $4.33B | 0.28% |
748,254
+28,302
| +4% | +$164M |
|
60
American Express
AXP
$227B
| $4.31B | 0.28% |
13,522,045
+237,361
| +2% | +$75.7M |
|
61
Honeywell
HON
$137B
| $4.31B | 0.28% |
18,518,985
+252,377
| +1% | +$58.8M |
|
62
DoorDash
DASH
$108B
| $4.29B | 0.28% |
17,421,710
-2,060,792
| -11% | -$508M |
|
63
RTX Corp
RTX
$210B
| $4.22B | 0.28% |
28,929,033
+181,091
| +0.6% | +$26.4M |
|
64
S&P Global
SPGI
$165B
| $4.22B | 0.27% |
7,995,078
+132,970
| +2% | +$70.1M |
|
65
Advanced Micro Devices
AMD
$265B
| $4.2B | 0.27% |
29,616,717
-17,324
| -0.1% | -$2.46M |
|
66
Accenture
ACN
$158B
| $4.18B | 0.27% |
13,973,527
+247,517
| +2% | +$74M |
|
67
Vanguard Total Stock Market ETF
VTI
$525B
| $4.14B | 0.27% |
13,620,314
+231,129
| +2% | +$70.2M |
|
68
CrowdStrike
CRWD
$103B
| $4.12B | 0.27% |
8,080,936
-556,673
| -6% | -$284M |
|
69
Wells Fargo
WFC
$260B
| $4.1B | 0.27% |
51,114,896
+2,320,264
| +5% | +$186M |
|
70
Philip Morris
PM
$256B
| $3.96B | 0.26% |
21,734,004
+388,542
| +2% | +$70.8M |
|
71
Cloudflare
NET
$72.3B
| $3.92B | 0.26% |
20,033,471
-1,519,188
| -7% | -$298M |
|
72
Blackrock
BLK
$171B
| $3.82B | 0.25% |
3,640,623
-359,302
| -9% | -$377M |
|
73
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $3.75B | 0.24% |
65,818,077
+6,556,445
| +11% | +$374M |
|
74
iShares S&P 500 Growth ETF
IVW
$63.3B
| $3.74B | 0.24% |
33,994,243
+1,053,988
| +3% | +$116M |
|
75
Strategy Inc Common Stock Class A
MSTR
$97B
| $3.72B | 0.24% |
9,195,257
+1,511,317
| +20% | +$611M |
|