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 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.69B |
| 2 |
TAL Education Group
TAL
|
$659M |
| 3 |
RTX Corp
RTX
|
$656M |
| 4 |
NXP Semiconductors
NXPI
|
$614M |
| 5 |
Walt Disney
DIS
|
$506M |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
$1.46B |
| 2 |
KKR & Co
KKR
|
$645M |
| 3 |
Meta Platforms (Facebook)
META
|
$608M |
| 4 |
Mastercard
MA
|
$597M |
| 5 |
Visa
V
|
$521M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 9.93% |
| 3 | Healthcare | 8.25% |
| 4 | Consumer Discretionary | 7.16% |
| 5 | Industrials | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $8.99B | 2.69% | 35,795,445 +1,133,994 | +3% | +$285M |
|
2
Apple
AAPL
$3.45T
| $5.49B | 1.64% | 35,611,151 -1,765,792 | -5% | -$272M |
|
3
Microsoft
MSFT
$3.77T
| $4.63B | 1.39% | 62,207,089 -495,871 | -0.8% | -$36.9M |
|
|
4
Meta Platforms (Facebook)
META
$1.86T
| $4.32B | 1.29% | 25,265,948 -3,557,308 | -12% | -$608M |
|
5
Amazon
AMZN
$2.44T
| $4.18B | 1.25% | 4,350,453 -51,322 | -1% | -$49.3M |
|
6
JPMorgan Chase
JPM
$829B
| $3.27B | 0.98% | 34,189,297 +763,310 | +2% | +$72.9M |
|
|
7
Visa
V
$683B
| $2.96B | 0.89% | 28,121,076 -4,951,163 | -15% | -$521M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $2.67B | 0.8% | 2,788,286 -166,907 | -6% | -$160M |
|
9
Johnson & Johnson
JNJ
$427B
| $2.67B | 0.8% | 20,565,662 -1,030,192 | -5% | -$134M |
|
|
10
Walt Disney
DIS
$213B
| $2.53B | 0.76% | 25,636,848 +5,131,511 | +25% | +$506M |
|
|
11
iShares MSCI Emerging Markets ETF
EEM
$19B
| $2.49B | 0.75% | 55,603,920 +37,651,081 | +210% | +$1.69B |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.41B | 0.72% | 13,157,515 +2,312,117 | +21% | +$424M |
|
|
13
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.26B | 0.68% | 2,320,761 -105,634 | -4% | -$103M |
|
14
Invesco QQQ Trust
QQQ
$369B
| $2.21B | 0.66% | 15,206,245 +1,961,240 | +15% | +$285M |
|
15
GE Aerospace
GE
$292B
| $2.03B | 0.61% | 84,100,678 +10,042,491 | +14% | +$243M |
|
|
16
RTX Corp
RTX
$212B
| $1.99B | 0.6% | 17,181,551 +5,649,332 | +49% | +$656M |
|
17
Philip Morris
PM
$260B
| $1.99B | 0.6% | 17,898,078 -1,846,158 | -9% | -$205M |
|
18
Alibaba
BABA
$322B
| $1.94B | 0.58% | 11,214,694 +525,182 | +5% | +$90.7M |
|
19
Chevron
CVX
$324B
| $1.93B | 0.58% | 16,409,351 +918,527 | +6% | +$108M |
|
20
IBM
IBM
$227B
| $1.87B | 0.56% | 12,874,686 +619,026 | +5% | +$89.8M |
|
21
Starbucks
SBUX
$100B
| $1.82B | 0.55% | 33,962,330 +3,718,019 | +12% | +$200M |
|
22
Honeywell
HON
$139B
| $1.81B | 0.54% | 12,752,240 -649,761 | -5% | -$92.1M |
|
23
Accenture
ACN
$162B
| $1.79B | 0.54% | 13,236,887 +3,455,632 | +35% | +$467M |
|
24
AT&T
T
$209B
| $1.77B | 0.53% | 45,304,047 +1,136,060 | +3% | +$44.5M |
|
25
Pfizer
PFE
$141B
| $1.68B | 0.5% | 46,966,250 -160,235 | -0.3% | -$5.72M |
|