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 |
Intuitive Surgical
ISRG
|
$893M |
| 2 |
Qualcomm
QCOM
|
$844M |
| 3 |
Invesco QQQ Trust
QQQ
|
$809M |
| 4 |
Apple
AAPL
|
$779M |
| 5 |
Baxter International
BAX
|
$593M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.6B |
| 2 |
Wells Fargo
WFC
|
$890M |
| 3 |
KKR & Co
KKR
|
$464M |
| 4 |
Booking.com
BKNG
|
$404M |
| 5 |
Nike
NKE
|
$390M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Healthcare | 9.53% |
| 3 | Financials | 9.24% |
| 4 | Consumer Discretionary | 7.98% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $10.7B | 2.68% | 36,840,327 -5,517,266 | -13% | -$1.6B |
|
2
Amazon
AMZN
$2.44T
| $9.52B | 2.38% | 4,751,157 +113,503 | +2% | +$227M |
|
|
3
Apple
AAPL
$3.45T
| $8.85B | 2.21% | 39,188,032 +3,452,792 | +10% | +$779M |
|
4
Microsoft
MSFT
$3.77T
| $6.96B | 1.74% | 60,865,803 +2,796,779 | +5% | +$320M |
|
5
Visa
V
$683B
| $4.47B | 1.12% | 29,757,958 +1,119,197 | +4% | +$168M |
|
6
JPMorgan Chase
JPM
$829B
| $4.23B | 1.06% | 37,518,967 +3,247,181 | +9% | +$366M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $4.2B | 1.05% | 25,517,710 +799,081 | +3% | +$131M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $3.43B | 0.86% | 2,877,677 -44,968 | -2% | -$53.7M |
|
|
9
Invesco QQQ Trust
QQQ
$369B
| $3.35B | 0.84% | 18,007,827 +4,353,877 | +32% | +$809M |
|
10
Johnson & Johnson
JNJ
$427B
| $3.17B | 0.79% | 22,920,470 +1,352,484 | +6% | +$187M |
|
11
iShares Russell 2000 ETF
IWM
$66B
| $3.16B | 0.79% | 18,767,535 +49,724 | +0.3% | +$8.38M |
|
12
Mastercard
MA
$538B
| $3.13B | 0.78% | 14,071,425 +1,058,341 | +8% | +$236M |
|
|
13
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.01B | 0.75% | 2,495,917 -59,139 | -2% | -$71.4M |
|
14
Starbucks
SBUX
$100B
| $2.81B | 0.7% | 49,371,647 +2,254,701 | +5% | +$128M |
|
15
Union Pacific
UNP
$133B
| $2.59B | 0.65% | 15,894,983 +859,164 | +6% | +$140M |
|
16
Cisco
CSCO
$274B
| $2.46B | 0.61% | 50,501,793 -455,565 | -0.9% | -$22.2M |
|
17
Pfizer
PFE
$141B
| $2.45B | 0.61% | 55,493,846 +1,126,612 | +2% | +$49.6M |
|
18
Alibaba
BABA
$322B
| $2.37B | 0.59% | 14,411,868 -1,558,631 | -10% | -$257M |
|
19
Salesforce
CRM
$245B
| $2.35B | 0.59% | 14,792,319 +296,317 | +2% | +$47.1M |
|
20
Walt Disney
DIS
$213B
| $2.32B | 0.58% | 19,866,975 -1,142,369 | -5% | -$134M |
|
21
Verizon
VZ
$186B
| $2.26B | 0.57% | 42,317,579 +7,558,041 | +22% | +$404M |
|
22
IBM
IBM
$227B
| $2.05B | 0.51% | 13,589,775 +1,502,001 | +12% | +$227M |
|
23
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.01B | 0.5% | 9,372,004 -904,161 | -9% | -$194M |
|
24
Chevron
CVX
$324B
| $1.98B | 0.5% | 16,211,174 -774,990 | -5% | -$94.8M |
|
25
Philip Morris
PM
$260B
| $1.95B | 0.49% | 23,865,004 +1,126,960 | +5% | +$91.9M |
|