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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.44T
| $17.3B | 2.54% | 5,593,247 -659,473 | -11% | -$2.04B |
|
|
2
SPDR S&P 500 ETF Trust
SPY
$659B
| $17.2B | 2.52% | 43,283,560 +8,073,202 | +23% | +$3.2B |
|
3
Microsoft
MSFT
$3.77T
| $15.4B | 2.26% | 65,339,486 -3,760,312 | -5% | -$887M |
|
|
4
Apple
AAPL
$3.45T
| $14.9B | 2.2% | 122,387,085 -7,965,353 | -6% | -$973M |
|
5
Visa
V
$683B
| $8.72B | 1.28% | 41,175,579 +382,061 | +0.9% | +$80.9M |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $7.56B | 1.11% | 25,662,419 -4,719,773 | -16% | -$1.39B |
|
7
Uber
UBER
$196B
| $7.02B | 1.03% | 128,831,213 +6,824,475 | +6% | +$372M |
|
|
8
Shopify
SHOP
$184B
| $6.67B | 0.98% | 6,032,425 +1,174,003 | +24% | +$1.3B |
|
9
Invesco QQQ Trust
QQQ
$369B
| $6.66B | 0.98% | 20,868,301 +2,639,429 | +14% | +$842M |
|
10
Mastercard
MA
$538B
| $6.59B | 0.97% | 18,519,943 +1,401,668 | +8% | +$499M |
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.55B | 0.96% | 3,177,080 -94,099 | -3% | -$194M |
|
|
XYZ
12
Block, Inc.
XYZ
$48.5B
| $6.46B | 0.95% | 28,466,309 +221,370 | +0.8% | +$50.3M |
|
13
Walt Disney
DIS
$213B
| $5.92B | 0.87% | 32,071,164 -36,906 | -0.1% | -$6.81M |
|
14
JPMorgan Chase
JPM
$829B
| $5.75B | 0.84% | 37,778,279 -1,428,724 | -4% | -$217M |
|
15
Spotify
SPOT
$140B
| $5B | 0.74% | 18,676,202 +841,140 | +5% | +$225M |
|
|
16
Alphabet (Google) Class C
GOOG
$2.58T
| $4.93B | 0.72% | 2,382,531 -126,952 | -5% | -$263M |
|
17
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.87B | 0.72% | 20,034,185 +412,694 | +2% | +$100M |
|
|
TWTR
18
DELISTED
Twitter, Inc.
TWTR
| $4.68B | 0.69% | 73,589,731 +5,473,935 | +8% | +$348M |
|
19
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.52B | 0.66% | 29,835,223 +1,615,437 | +6% | +$245M |
|
|
20
iShares Russell 2000 ETF
IWM
$66B
| $4.51B | 0.66% | 20,401,296 +7,391,200 | +57% | +$1.63B |
|
21
Procter & Gamble
PG
$368B
| $4.45B | 0.65% | 32,867,826 +522,528 | +2% | +$70.8M |
|
22
iShares Core MSCI EAFE ETF
IEFA
$149B
| $4.34B | 0.64% | 60,187,268 +1,270,310 | +2% | +$91.5M |
|
23
Intuitive Surgical
ISRG
$170B
| $4.11B | 0.6% | 5,560,196 -46,734 | -0.8% | -$34.5M |
|
24
Johnson & Johnson
JNJ
$427B
| $3.99B | 0.59% | 24,305,948 +194,920 | +0.8% | +$32M |
|
25
Philip Morris
PM
$260B
| $3.96B | 0.58% | 44,598,435 -3,261,873 | -7% | -$289M |
|