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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.58B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Netflix
NFLX
$516B
| $1.9B | 0.29% |
3,519,262
+510,779
| +17% | +$276M |
|
77
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.9B | 0.29% |
29,700,049
+22,024,156
| +287% | +$1.41B |
|
78
Vanguard Total Stock Market ETF
VTI
$522B
| $1.88B | 0.29% |
9,679,902
-202,115
| -2% | -$39.3M |
|
79
Merck
MRK
$214B
| $1.85B | 0.29% |
22,569,366
+3,221,509
| +17% | +$264M |
|
80
Snowflake
SNOW
$79.6B
| $1.82B | 0.28% |
6,480,804
+5,071,445
| +360% | +$1.43B |
|
81
Bank of America
BAC
$373B
| $1.81B | 0.28% |
59,560,285
-3,592,681
| -6% | -$109M |
|
82
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.79B | 0.28% |
15,164,075
+5,146,269
| +51% | +$608M |
|
83
McDonald's
MCD
$224B
| $1.78B | 0.27% |
8,281,673
+54,685
| +0.7% | +$11.7M |
|
84
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.76B | 0.27% |
37,326,035
-136,133
| -0.4% | -$6.43M |
|
85
AbbVie
ABBV
$374B
| $1.75B | 0.27% |
16,336,505
+2,605,050
| +19% | +$279M |
|
86
Cisco
CSCO
$268B
| $1.74B | 0.27% |
38,947,804
+2,222,924
| +6% | +$99.5M |
|
87
EPAM Systems
EPAM
$9.82B
| $1.74B | 0.27% |
4,850,243
-358,938
| -7% | -$129M |
|
|
88
Trade Desk
TTD
$26.5B
| $1.73B | 0.27% |
2,157,400
-1,287,092
| -37% | -$1.03B |
|
89
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.64B | 0.25% |
32,763,920
+3,907,111
| +14% | +$196M |
|
90
CVS Health
CVS
$94B
| $1.63B | 0.25% |
23,935,276
-751,994
| -3% | -$51.4M |
|
91
Blackrock
BLK
$175B
| $1.62B | 0.25% |
2,241,158
-14,536
| -0.6% | -$10.5M |
|
92
Chevron
CVX
$326B
| $1.61B | 0.25% |
19,122,688
+1,158,022
| +6% | +$97.8M |
|
93
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $1.61B | 0.25% |
17,572,425
+2,198,453
| +14% | +$202M |
|
|
PARA
94
DELISTED
Paramount Global Class B
PARA
| $1.61B | 0.25% |
43,222,024
+7,106,259
| +20% | +$265M |
|
95
Boeing
BA
$179B
| $1.61B | 0.25% |
7,508,555
+1,673,366
| +29% | +$358M |
|
96
Carvana
CVNA
$51.4B
| $1.61B | 0.25% |
6,700,363
-1,991,649
| -23% | -$477M |
|
97
RTX Corp
RTX
$212B
| $1.59B | 0.25% |
22,214,052
+1,254,307
| +6% | +$89.7M |
|
98
Intercontinental Exchange
ICE
$101B
| $1.57B | 0.24% |
13,619,388
+3,851,221
| +39% | +$444M |
|
99
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.56B | 0.24% |
21,367,813
+2,220,611
| +12% | +$162M |
|
100
Bristol-Myers Squibb
BMY
$96B
| $1.55B | 0.24% |
25,019,429
+3,856,861
| +18% | +$239M |
|