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 |
Amazon
AMZN
|
$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$1.97B |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.58B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.49B |
| 3 |
Trade Desk
TTD
|
$1.03B |
| 4 |
Okta
OKTA
|
$905M |
| 5 |
Twilio
TWLO
|
$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.44T
| $20.4B | 3.15% | 6,252,720 +1,377,328 | +28% | +$4.49B |
|
2
Apple
AAPL
$3.45T
| $17.3B | 2.67% | 130,352,438 +5,738,590 | +5% | +$761M |
|
|
3
Microsoft
MSFT
$3.77T
| $15.4B | 2.37% | 69,099,798 +8,865,366 | +15% | +$1.97B |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$659B
| $13.2B | 2.03% | 35,210,358 +6,251,391 | +22% | +$2.34B |
|
5
Visa
V
$683B
| $8.92B | 1.38% | 40,793,518 +6,857,457 | +20% | +$1.5B |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $8.3B | 1.28% | 30,382,192 +9,362,408 | +45% | +$2.56B |
|
7
Uber
UBER
$196B
| $6.22B | 0.96% | 122,006,738 +20,549,153 | +20% | +$1.05B |
|
|
XYZ
8
Block, Inc.
XYZ
$48.5B
| $6.15B | 0.95% | 28,244,939 -6,855,554 | -20% | -$1.49B |
|
9
Mastercard
MA
$538B
| $6.11B | 0.94% | 17,118,275 +2,181,047 | +15% | +$779M |
|
10
Walt Disney
DIS
$213B
| $5.82B | 0.9% | 32,108,070 +3,291,751 | +11% | +$596M |
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.73B | 0.89% | 3,271,179 +697,236 | +27% | +$1.22B |
|
12
Invesco QQQ Trust
QQQ
$369B
| $5.72B | 0.88% | 18,228,872 +1,722,034 | +10% | +$540M |
|
13
Spotify
SPOT
$140B
| $5.61B | 0.87% | 17,835,062 -105,646 | -0.6% | -$33.2M |
|
14
Shopify
SHOP
$184B
| $5.5B | 0.85% | 4,858,422 -234,985 | -5% | -$266M |
|
15
JPMorgan Chase
JPM
$829B
| $4.98B | 0.77% | 39,207,003 +2,044,249 | +6% | +$260M |
|
16
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.73B | 0.73% | 19,621,491 +802,832 | +4% | +$194M |
|
17
Intuitive Surgical
ISRG
$170B
| $4.59B | 0.71% | 5,606,930 -251,397 | -4% | -$206M |
|
18
Zoom
ZM
$24.4B
| $4.55B | 0.7% | 13,503,139 -957,811 | -7% | -$323M |
|
19
Procter & Gamble
PG
$368B
| $4.5B | 0.7% | 32,345,298 +1,964,987 | +6% | +$273M |
|
|
20
Alphabet (Google) Class C
GOOG
$2.58T
| $4.4B | 0.68% | 2,509,483 +152,485 | +6% | +$267M |
|
21
Alibaba
BABA
$322B
| $4.35B | 0.67% | 18,711,427 -1,706,784 | -8% | -$397M |
|
22
Veeva Systems
VEEV
$44B
| $4.13B | 0.64% | 15,184,744 +573,773 | +4% | +$156M |
|
23
iShares Core MSCI EAFE ETF
IEFA
$149B
| $4.07B | 0.63% | 58,916,958 +2,058,460 | +4% | +$142M |
|
24
Philip Morris
PM
$260B
| $3.96B | 0.61% | 47,860,308 +740,235 | +2% | +$61.3M |
|
25
ServiceNow
NOW
$190B
| $3.95B | 0.61% | 7,177,852 -43,625 | -0.6% | -$24M |
|