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 |
Apple
AAPL
|
$10.7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.12B |
| 3 |
Intuitive Surgical
ISRG
|
$922M |
| 4 |
Tesla
TSLA
|
$902M |
| 5 |
Amazon
AMZN
|
$815M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$966M |
| 3 |
Shopify
SHOP
|
$427M |
| 4 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$425M |
| 5 |
Chewy
CHWY
|
$406M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Healthcare | 10.48% |
| 3 | Consumer Discretionary | 9.26% |
| 4 | Communication Services | 8.33% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.44T
| $15.4B | 2.97% | 4,875,392 +258,869 | +6% | +$815M |
|
|
2
Apple
AAPL
$3.45T
| $14.4B | 2.79% | 124,613,848 +92,101,156 | +283% | +$10.7B |
|
3
Microsoft
MSFT
$3.77T
| $12.7B | 2.45% | 60,234,432 +1,231,345 | +2% | +$259M |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$659B
| $9.7B | 1.88% | 28,958,967 -6,942,526 | -19% | -$2.32B |
|
5
Zoom
ZM
$24.4B
| $6.8B | 1.31% | 14,460,950 -692,957 | -5% | -$326M |
|
6
Visa
V
$683B
| $6.79B | 1.31% | 33,936,061 +1,975,972 | +6% | +$395M |
|
7
Alibaba
BABA
$322B
| $6B | 1.16% | 20,418,211 +1,431,788 | +8% | +$421M |
|
|
XYZ
8
Block, Inc.
XYZ
$48.5B
| $5.71B | 1.1% | 35,100,493 -94,407 | -0.3% | -$15.3M |
|
9
Meta Platforms (Facebook)
META
$1.86T
| $5.51B | 1.06% | 21,019,784 +1,098,694 | +6% | +$288M |
|
|
10
Shopify
SHOP
$184B
| $5.21B | 1.01% | 5,093,407 -417,836 | -8% | -$427M |
|
11
Mastercard
MA
$538B
| $5.05B | 0.98% | 14,937,228 +908,871 | +6% | +$307M |
|
|
12
Invesco QQQ Trust
QQQ
$369B
| $4.59B | 0.89% | 16,506,838 +4,035,330 | +32% | +$1.12B |
|
13
Spotify
SPOT
$140B
| $4.35B | 0.84% | 17,940,708 +555,409 | +3% | +$135M |
|
14
Procter & Gamble
PG
$368B
| $4.22B | 0.82% | 30,380,311 +799,059 | +3% | +$111M |
|
|
15
Intuitive Surgical
ISRG
$170B
| $4.16B | 0.8% | 5,858,327 +1,299,622 | +29% | +$922M |
|
16
Veeva Systems
VEEV
$44B
| $4.11B | 0.79% | 14,610,971 +539,396 | +4% | +$152M |
|
17
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.08B | 0.79% | 18,818,659 -303,175 | -2% | -$65.8M |
|
18
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.77B | 0.73% | 2,573,943 +59,412 | +2% | +$87.1M |
|
19
Uber
UBER
$196B
| $3.7B | 0.72% | 101,457,585 +14,536,394 | +17% | +$530M |
|
20
TAL Education Group
TAL
$6.46B
| $3.67B | 0.71% | 48,272,212 +7,450,639 | +18% | +$567M |
|
21
JPMorgan Chase
JPM
$829B
| $3.58B | 0.69% | 37,162,754 -495,508 | -1% | -$47.7M |
|
22
Walt Disney
DIS
$213B
| $3.58B | 0.69% | 28,816,319 +3,397,905 | +13% | +$422M |
|
23
Philip Morris
PM
$260B
| $3.53B | 0.68% | 47,120,073 +1,526,001 | +3% | +$114M |
|
24
ServiceNow
NOW
$190B
| $3.5B | 0.68% | 7,221,477 +328,738 | +5% | +$159M |
|
|
25
Alphabet (Google) Class C
GOOG
$2.58T
| $3.46B | 0.67% | 2,356,998 +63,728 | +3% | +$93.7M |
|