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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Trade Desk
TTD
|
$1.48B |
| 4 |
Roblox
RBLX
|
$1.23B |
| 5 |
Wayfair
W
|
$1.05B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $18.5B | 2.43% | 68,123,020 +2,783,534 | +4% | +$754M |
|
|
2
Amazon
AMZN
$2.44T
| $17.7B | 2.34% | 5,148,390 -444,857 | -8% | -$1.53B |
|
3
Apple
AAPL
$3.45T
| $17.2B | 2.27% | 125,859,709 +3,472,624 | +3% | +$476M |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$659B
| $11.5B | 1.52% | 26,932,231 -16,351,329 | -38% | -$7B |
|
5
Visa
V
$683B
| $9.75B | 1.29% | 41,708,994 +533,415 | +1% | +$125M |
|
6
Shopify
SHOP
$184B
| $8.69B | 1.15% | 5,950,790 -81,635 | -1% | -$119M |
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.85B | 1.04% | 3,216,517 +39,437 | +1% | +$96.3M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $7.77B | 1.02% | 22,344,454 -3,317,965 | -13% | -$1.15B |
|
|
XYZ
9
Block, Inc.
XYZ
$48.5B
| $7.05B | 0.93% | 28,915,291 +448,982 | +2% | +$109M |
|
10
Mastercard
MA
$538B
| $6.86B | 0.9% | 18,779,658 +259,715 | +1% | +$94.8M |
|
11
Uber
UBER
$196B
| $6.3B | 0.83% | 125,630,483 -3,200,730 | -2% | -$160M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $6.1B | 0.8% | 2,433,132 +50,601 | +2% | +$127M |
|
13
JPMorgan Chase
JPM
$829B
| $5.96B | 0.79% | 38,288,577 +510,298 | +1% | +$79.4M |
|
14
Walt Disney
DIS
$213B
| $5.74B | 0.76% | 32,666,477 +595,313 | +2% | +$105M |
|
15
iShares Russell 1000 Growth ETF
IWF
$116B
| $5.36B | 0.71% | 19,725,252 -308,933 | -2% | -$83.9M |
|
16
Spotify
SPOT
$140B
| $5.31B | 0.7% | 19,265,688 +589,486 | +3% | +$162M |
|
|
TWTR
17
DELISTED
Twitter, Inc.
TWTR
| $5.12B | 0.68% | 74,452,995 +863,264 | +1% | +$59.4M |
|
|
18
Invesco QQQ Trust
QQQ
$369B
| $5.04B | 0.66% | 14,210,050 -6,658,251 | -32% | -$2.36B |
|
19
Zoom
ZM
$24.4B
| $4.79B | 0.63% | 12,384,701 +742,240 | +6% | +$287M |
|
20
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.74B | 0.62% | 29,866,888 +31,665 | +0.1% | +$5.02M |
|
21
iShares Core MSCI EAFE ETF
IEFA
$149B
| $4.67B | 0.62% | 62,425,571 +2,238,303 | +4% | +$168M |
|
22
Procter & Gamble
PG
$368B
| $4.66B | 0.61% | 34,500,719 +1,632,893 | +5% | +$220M |
|
23
Philip Morris
PM
$260B
| $4.43B | 0.58% | 44,718,495 +120,060 | +0.3% | +$11.9M |
|
24
Twilio
TWLO
$16.2B
| $4.33B | 0.57% | 10,978,417 +152,151 | +1% | +$60M |
|
25
iShares Core S&P 500 ETF
IVV
$661B
| $4.32B | 0.57% | 10,052,680 +458,786 | +5% | +$197M |
|