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 |
Alphabet (Google) Class A
GOOGL
|
$8.55B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.76B |
| 3 |
Tesla
TSLA
|
$3.67B |
| 4 |
Palo Alto Networks
PANW
|
$1.06B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$752M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $25.3B | 3.44% | 182,728,771 +278,206 | +0.2% | +$38.4M |
|
2
Microsoft
MSFT
$3.77T
| $24.4B | 3.33% | 104,765,804 +2,834,059 | +3% | +$660M |
|
3
Amazon
AMZN
$2.44T
| $13.6B | 1.85% | 120,416,818 +30,856 | +0% | +$3.49M |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$658B
| $12B | 1.63% | 33,513,459 +2,104,105 | +7% | +$752M |
|
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $9B | 1.23% | 94,075,355 +89,360,679 | +1,895% | +$8.55B |
|
6
Visa
V
$683B
| $8.04B | 1.1% | 45,258,526 +657,493 | +1% | +$117M |
|
7
UnitedHealth
UNH
$281B
| $6.94B | 0.95% | 13,741,846 +244,061 | +2% | +$123M |
|
8
Johnson & Johnson
JNJ
$427B
| $6.16B | 0.84% | 37,703,459 -212,552 | -0.6% | -$34.7M |
|
9
Vanguard S&P 500 ETF
VOO
$726B
| $5.82B | 0.79% | 17,730,654 +12,098 | +0.1% | +$3.97M |
|
|
10
Tesla
TSLA
$1.08T
| $5.33B | 0.73% | 20,112,704 +13,833,136 | +220% | +$3.67B |
|
11
JPMorgan Chase
JPM
$829B
| $5.33B | 0.73% | 50,960,823 +1,297,577 | +3% | +$136M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.08B | 0.69% | 19,033,223 +107,177 | +0.6% | +$28.6M |
|
13
Thermo Fisher Scientific
TMO
$186B
| $5.05B | 0.69% | 9,965,751 +21,926 | +0.2% | +$11.1M |
|
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $5.02B | 0.68% | 52,166,138 +49,535,569 | +1,883% | +$4.76B |
|
15
Procter & Gamble
PG
$368B
| $4.97B | 0.68% | 39,361,173 -982,241 | -2% | -$124M |
|
16
iShares Core S&P 500 ETF
IVV
$662B
| $4.8B | 0.65% | 13,378,991 -116,871 | -0.9% | -$41.9M |
|
17
Home Depot
HD
$405B
| $4.7B | 0.64% | 17,039,088 +496,992 | +3% | +$137M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.38B | 0.6% | 20,815,760 -137,581 | -0.7% | -$28.9M |
|
19
Danaher
DHR
$147B
| $4.37B | 0.59% | 16,900,235 -44,276 | -0.3% | -$11.4M |
|
20
Uber
UBER
$196B
| $4.34B | 0.59% | 163,847,177 -1,515,220 | -0.9% | -$40.2M |
|
21
Chevron
CVX
$324B
| $4.19B | 0.57% | 29,194,137 -8,994 | -0% | -$1.29M |
|
22
Meta Platforms (Facebook)
META
$1.86T
| $4.14B | 0.56% | 30,548,462 -1,410,055 | -4% | -$191M |
|
23
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.14B | 0.56% | 30,431,103 -519,344 | -2% | -$70.6M |
|
24
Exxon Mobil
XOM
$487B
| $4.1B | 0.56% | 46,911,877 +3,064,154 | +7% | +$268M |
|
25
Vanguard Total Bond Market
BND
$134B
| $4.09B | 0.56% | 57,372,196 +1,315,590 | +2% | +$93.8M |
|