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 |
SPDR Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $8.06B | 2.41% | 32,265,696 -4,574,631 | -12% | -$1.14B |
|
2
Amazon
AMZN
$2.44T
| $7.09B | 2.12% | 4,721,357 -29,800 | -0.6% | -$44.8M |
|
3
Microsoft
MSFT
$3.77T
| $6.14B | 1.84% | 60,443,456 -422,347 | -0.7% | -$42.9M |
|
4
Apple
AAPL
$3.45T
| $6.01B | 1.8% | 38,105,167 -1,082,865 | -3% | -$171M |
|
5
Visa
V
$683B
| $4.08B | 1.22% | 30,892,524 +1,134,566 | +4% | +$150M |
|
6
JPMorgan Chase
JPM
$829B
| $3.69B | 1.1% | 37,790,843 +271,876 | +0.7% | +$26.5M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $3.06B | 0.92% | 23,336,030 -2,181,680 | -9% | -$286M |
|
8
Johnson & Johnson
JNJ
$427B
| $2.88B | 0.86% | 22,316,643 -603,827 | -3% | -$77.9M |
|
9
Invesco QQQ Trust
QQQ
$369B
| $2.86B | 0.86% | 18,565,664 +557,837 | +3% | +$86.1M |
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $2.82B | 0.84% | 2,725,496 -152,181 | -5% | -$158M |
|
11
Mastercard
MA
$538B
| $2.62B | 0.78% | 13,878,533 -192,892 | -1% | -$36.4M |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.54B | 0.76% | 2,431,004 -64,913 | -3% | -$67.8M |
|
13
Walt Disney
DIS
$213B
| $2.26B | 0.68% | 20,571,547 +704,572 | +4% | +$77.3M |
|
14
Salesforce
CRM
$245B
| $2.23B | 0.67% | 16,313,094 +1,520,775 | +10% | +$208M |
|
15
Pfizer
PFE
$141B
| $2.18B | 0.65% | 49,935,567 -5,558,279 | -10% | -$243M |
|
16
Cisco
CSCO
$274B
| $2.15B | 0.64% | 49,689,551 -812,242 | -2% | -$35.2M |
|
17
Verizon
VZ
$186B
| $2.11B | 0.63% | 37,604,216 -4,713,363 | -11% | -$265M |
|
|
18
Starbucks
SBUX
$100B
| $2.1B | 0.63% | 32,616,453 -16,755,194 | -34% | -$1.08B |
|
19
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.02B | 0.61% | 9,908,377 +536,373 | +6% | +$110M |
|
20
UnitedHealth
UNH
$281B
| $1.92B | 0.57% | 7,711,350 +1,216,278 | +19% | +$303M |
|
21
Coca-Cola
KO
$297B
| $1.81B | 0.54% | 38,255,281 +384,160 | +1% | +$18.2M |
|
22
Chevron
CVX
$324B
| $1.79B | 0.54% | 16,432,341 +221,167 | +1% | +$24.1M |
|
23
Workday
WDAY
$61.6B
| $1.74B | 0.52% | 10,878,773 +823,309 | +8% | +$131M |
|
24
Abbott
ABT
$231B
| $1.68B | 0.5% | 23,179,862 +413,688 | +2% | +$29.9M |
|
25
Union Pacific
UNP
$133B
| $1.66B | 0.5% | 12,038,052 -3,856,931 | -24% | -$533M |
|