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
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $23.5B | 2.9% | 132,461,564 +4,182,414 | +3% | +$743M |
|
|
2
Microsoft
MSFT
$3.77T
| $22B | 2.71% | 65,337,834 -2,280,126 | -3% | -$767M |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$659B
| $16.8B | 2.08% | 35,403,220 +9,986,597 | +39% | +$4.74B |
|
|
4
Amazon
AMZN
$2.44T
| $14.2B | 1.75% | 4,247,287 -597,525 | -12% | -$1.99B |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.4B | 1.28% | 3,585,547 +267,857 | +8% | +$776M |
|
6
Visa
V
$683B
| $9.44B | 1.17% | 43,555,010 +1,199,818 | +3% | +$260M |
|
7
Shopify
SHOP
$184B
| $8.11B | 1% | 5,884,426 -150,308 | -2% | -$207M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $7.55B | 0.93% | 22,438,179 -387,109 | -2% | -$130M |
|
9
Invesco QQQ Trust
QQQ
$369B
| $7.09B | 0.87% | 17,809,459 +1,915,015 | +12% | +$762M |
|
10
Mastercard
MA
$538B
| $6.79B | 0.84% | 18,907,310 -743,554 | -4% | -$267M |
|
11
JPMorgan Chase
JPM
$829B
| $6.28B | 0.78% | 39,683,681 +1,481,841 | +4% | +$235M |
|
12
iShares Russell 1000 Growth ETF
IWF
$116B
| $6.08B | 0.75% | 19,887,151 +1,151,543 | +6% | +$352M |
|
13
Procter & Gamble
PG
$368B
| $6B | 0.74% | 36,705,781 +1,873,861 | +5% | +$307M |
|
14
iShares Russell 1000 Value ETF
IWD
$63.5B
| $5.66B | 0.7% | 33,732,524 +2,783,693 | +9% | +$467M |
|
15
Walt Disney
DIS
$213B
| $5.53B | 0.68% | 35,709,556 +414,859 | +1% | +$64.3M |
|
16
Thermo Fisher Scientific
TMO
$186B
| $5.53B | 0.68% | 8,282,357 +172,299 | +2% | +$115M |
|
17
Snowflake
SNOW
$79.6B
| $5.5B | 0.68% | 16,239,031 -604,100 | -4% | -$205M |
|
18
Home Depot
HD
$405B
| $5.33B | 0.66% | 12,846,997 +908,094 | +8% | +$377M |
|
19
iShares Core MSCI EAFE ETF
IEFA
$149B
| $5.05B | 0.62% | 67,691,575 +3,063,876 | +5% | +$229M |
|
20
iShares Core S&P 500 ETF
IVV
$661B
| $4.91B | 0.61% | 10,295,418 +240,421 | +2% | +$115M |
|
21
Uber
UBER
$196B
| $4.91B | 0.61% | 117,007,410 +12,327,699 | +12% | +$517M |
|
|
22
Alphabet (Google) Class C
GOOG
$2.58T
| $4.62B | 0.57% | 1,597,721 +6,601 | +0.4% | +$19.1M |
|
23
UnitedHealth
UNH
$281B
| $4.53B | 0.56% | 9,029,133 +193,530 | +2% | +$97.2M |
|
24
Philip Morris
PM
$260B
| $4.44B | 0.55% | 46,747,991 +1,235,877 | +3% | +$117M |
|
25
Johnson & Johnson
JNJ
$427B
| $4.41B | 0.54% | 25,753,835 +857,814 | +3% | +$147M |
|