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
|
$12.3B |
| 2 |
Microsoft
MSFT
|
$8.81B |
| 3 |
Apple
AAPL
|
$7.84B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.05B |
| 2 |
New Oriental
EDU
|
$1.93B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$910M |
| 4 |
Philip Morris
PM
|
$700M |
| 5 |
Veeva Systems
VEEV
|
$654M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $26.2B | 3.4% | 101,931,745 +34,290,446 | +51% | +$8.81B |
|
|
2
Apple
AAPL
$3.45T
| $24.9B | 3.24% | 182,450,565 +57,354,788 | +46% | +$7.84B |
|
|
3
Amazon
AMZN
$2.44T
| $12.8B | 1.66% | 120,385,962 +116,134,523 | +2,732% | +$12.3B |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$658B
| $11.8B | 1.54% | 31,409,354 -8,086,440 | -20% | -$3.05B |
|
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.3B | 1.33% | 4,714,676 +1,329,335 | +39% | +$2.9B |
|
6
Visa
V
$683B
| $8.78B | 1.14% | 44,601,033 +5,241,647 | +13% | +$1.03B |
|
7
UnitedHealth
UNH
$281B
| $6.93B | 0.9% | 13,497,785 +4,306,500 | +47% | +$2.21B |
|
8
Johnson & Johnson
JNJ
$427B
| $6.73B | 0.87% | 37,916,011 +11,903,316 | +46% | +$2.11B |
|
|
9
Vanguard S&P 500 ETF
VOO
$726B
| $6.15B | 0.8% | 17,718,556 +10,711,074 | +153% | +$3.72B |
|
10
Procter & Gamble
PG
$368B
| $5.8B | 0.75% | 40,343,414 +8,627,012 | +27% | +$1.24B |
|
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $5.75B | 0.75% | 2,630,569 +951,014 | +57% | +$2.08B |
|
12
JPMorgan Chase
JPM
$829B
| $5.59B | 0.73% | 49,663,246 +10,173,938 | +26% | +$1.15B |
|
13
Thermo Fisher Scientific
TMO
$186B
| $5.4B | 0.7% | 9,943,825 +1,627,484 | +20% | +$884M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.17B | 0.67% | 18,926,046 +6,555,014 | +53% | +$1.79B |
|
15
Meta Platforms (Facebook)
META
$1.86T
| $5.15B | 0.67% | 31,958,517 +5,113,515 | +19% | +$825M |
|
16
iShares Core S&P 500 ETF
IVV
$662B
| $5.12B | 0.66% | 13,495,862 +2,191,584 | +19% | +$831M |
|
17
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.58B | 0.59% | 20,953,341 +1,157,441 | +6% | +$253M |
|
18
Home Depot
HD
$405B
| $4.54B | 0.59% | 16,542,096 +4,463,567 | +37% | +$1.22B |
|
19
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.49B | 0.58% | 30,950,447 +220,980 | +0.7% | +$32M |
|
20
Coca-Cola
KO
$297B
| $4.4B | 0.57% | 69,992,865 +18,930,673 | +37% | +$1.19B |
|
21
Danaher
DHR
$147B
| $4.3B | 0.56% | 16,944,511 +3,431,423 | +25% | +$870M |
|
22
Mastercard
MA
$538B
| $4.29B | 0.56% | 13,608,375 +1,967,290 | +17% | +$621M |
|
23
iShares Core MSCI EAFE ETF
IEFA
$150B
| $4.24B | 0.55% | 72,130,090 +2,748,217 | +4% | +$162M |
|
24
Tesla
TSLA
$1.08T
| $4.23B | 0.55% | 6,279,568 +2,458,450 | +64% | +$1.66B |
|
25
Chevron
CVX
$324B
| $4.23B | 0.55% | 29,203,131 +6,866,361 | +31% | +$994M |
|