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 |
Uber
UBER
|
$916M |
| 2 |
Okta
OKTA
|
$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$718M |
| 4 |
Shopify
SHOP
|
$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.3B |
| 2 |
Walt Disney
DIS
|
$985M |
| 3 |
Ecolab
ECL
|
$893M |
| 4 |
SPDR Gold Trust
GLD
|
$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $13B | 3.01% | 40,235,862 -607,118 | -1% | -$195M |
|
2
Apple
AAPL
$3.45T
| $10.7B | 2.49% | 36,427,790 +2,183,212 | +6% | +$641M |
|
3
Microsoft
MSFT
$3.77T
| $9.76B | 2.27% | 61,872,335 +1,039,234 | +2% | +$164M |
|
4
Amazon
AMZN
$2.44T
| $8.66B | 2.01% | 4,685,204 +165,447 | +4% | +$306M |
|
5
Visa
V
$683B
| $5.93B | 1.38% | 31,543,729 +805,447 | +3% | +$151M |
|
6
JPMorgan Chase
JPM
$829B
| $4.96B | 1.15% | 35,550,039 +824,314 | +2% | +$115M |
|
7
Mastercard
MA
$538B
| $4.27B | 0.99% | 14,302,123 +42,287 | +0.3% | +$12.6M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $3.89B | 0.9% | 2,905,851 +117,877 | +4% | +$158M |
|
9
Meta Platforms (Facebook)
META
$1.86T
| $3.54B | 0.82% | 17,248,963 +880,131 | +5% | +$181M |
|
|
10
Walt Disney
DIS
$213B
| $3.4B | 0.79% | 23,531,124 -6,811,045 | -22% | -$985M |
|
11
Philip Morris
PM
$260B
| $3.33B | 0.77% | 39,080,133 +3,596,517 | +10% | +$306M |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.29B | 0.77% | 2,459,092 +218,735 | +10% | +$293M |
|
13
Johnson & Johnson
JNJ
$427B
| $3.03B | 0.7% | 20,746,870 +1,165,291 | +6% | +$170M |
|
14
AT&T
T
$209B
| $2.97B | 0.69% | 76,011,236 +16,637,794 | +28% | +$650M |
|
15
Alibaba
BABA
$322B
| $2.95B | 0.69% | 13,913,120 -140,423 | -1% | -$29.8M |
|
16
ServiceNow
NOW
$190B
| $2.83B | 0.66% | 10,006,671 +808,927 | +9% | +$228M |
|
17
Coca-Cola
KO
$297B
| $2.81B | 0.65% | 50,763,865 +572,569 | +1% | +$31.7M |
|
18
Intuitive Surgical
ISRG
$170B
| $2.72B | 0.63% | 4,601,875 +249,611 | +6% | +$148M |
|
19
Thermo Fisher Scientific
TMO
$186B
| $2.57B | 0.6% | 7,921,418 +1,294,305 | +20% | +$420M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.4B | 0.56% | 10,582,129 +787,964 | +8% | +$178M |
|
21
TAL Education Group
TAL
$6.46B
| $2.33B | 0.54% | 48,307,615 -909,358 | -2% | -$43.8M |
|
22
Accenture
ACN
$162B
| $2.28B | 0.53% | 10,831,642 +188,376 | +2% | +$39.7M |
|
23
Verizon
VZ
$186B
| $2.24B | 0.52% | 36,535,470 +1,005,739 | +3% | +$61.8M |
|
24
Danaher
DHR
$147B
| $2.14B | 0.5% | 13,961,650 +425,582 | +3% | +$65.3M |
|
25
Chevron
CVX
$324B
| $2.1B | 0.49% | 17,462,763 +444,631 | +3% | +$53.6M |
|