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 S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.24B |
| 3 |
Ecolab
ECL
|
$1.04B |
| 4 |
Uber
UBER
|
$960M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$931M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.11B |
| 2 |
Veeva Systems
VEEV
|
$655M |
| 3 |
Starbucks
SBUX
|
$652M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$462M |
| 5 |
Netflix
NFLX
|
$424M |
Sector Composition
| 1 | Technology | 14.25% |
| 2 | Healthcare | 9.45% |
| 3 | Financials | 9.23% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $10.2B | 2.71% | 34,706,179 +7,924,250 | +30% | +$2.32B |
|
2
Amazon
AMZN
$2.44T
| $8.52B | 2.27% | 4,499,779 -151,574 | -3% | -$287M |
|
3
Microsoft
MSFT
$3.77T
| $8.03B | 2.14% | 59,908,412 +99,734 | +0.2% | +$13.4M |
|
4
Apple
AAPL
$3.45T
| $7.18B | 1.91% | 36,261,306 +1,996,126 | +6% | +$395M |
|
5
Visa
V
$683B
| $5.23B | 1.39% | 30,157,185 -820,077 | -3% | -$142M |
|
6
JPMorgan Chase
JPM
$829B
| $3.99B | 1.06% | 35,662,949 +1,952,873 | +6% | +$218M |
|
7
Walt Disney
DIS
$213B
| $3.87B | 1.03% | 27,743,170 +6,386,504 | +30% | +$892M |
|
8
Mastercard
MA
$538B
| $3.68B | 0.98% | 13,929,653 +640,063 | +5% | +$169M |
|
|
9
Invesco QQQ Trust
QQQ
$369B
| $3.32B | 0.88% | 17,764,053 +6,650,061 | +60% | +$1.24B |
|
10
Meta Platforms (Facebook)
META
$1.86T
| $3.18B | 0.85% | 16,499,980 -304,355 | -2% | -$58.7M |
|
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $3.18B | 0.85% | 2,940,057 -427,341 | -13% | -$462M |
|
12
Johnson & Johnson
JNJ
$427B
| $2.78B | 0.74% | 19,995,067 +122,033 | +0.6% | +$17M |
|
13
Philip Morris
PM
$260B
| $2.71B | 0.72% | 34,485,714 +4,998,070 | +17% | +$392M |
|
14
Alibaba
BABA
$322B
| $2.54B | 0.68% | 15,004,719 +3,666,109 | +32% | +$621M |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.49B | 0.66% | 2,301,237 +66,773 | +3% | +$72.3M |
|
16
ServiceNow
NOW
$190B
| $2.32B | 0.62% | 8,458,372 -1,116,537 | -12% | -$307M |
|
17
Cisco
CSCO
$274B
| $2.29B | 0.61% | 41,762,889 -1,923,544 | -4% | -$105M |
|
18
Intuitive Surgical
ISRG
$170B
| $2.25B | 0.6% | 4,288,986 +1,204,750 | +39% | +$632M |
|
19
Coca-Cola
KO
$297B
| $2.13B | 0.57% | 41,763,050 +5,449,889 | +15% | +$278M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.08B | 0.55% | 9,780,588 +579,647 | +6% | +$124M |
|
21
Adobe
ADBE
$151B
| $2.05B | 0.55% | 6,950,101 +812,144 | +13% | +$239M |
|
22
Chevron
CVX
$324B
| $2.02B | 0.54% | 16,262,708 +1,184,133 | +8% | +$147M |
|
23
Pfizer
PFE
$141B
| $2.02B | 0.54% | 46,536,777 +1,071,897 | +2% | +$46.4M |
|
24
Accenture
ACN
$162B
| $1.98B | 0.53% | 10,736,302 +536,568 | +5% | +$99.1M |
|
25
AT&T
T
$209B
| $1.98B | 0.53% | 59,058,549 +5,931,167 | +11% | +$199M |
|