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 |
Microsoft
MSFT
|
$3.51B |
| 2 |
Apple
AAPL
|
$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.74B |
| 4 |
Amazon
AMZN
|
$1.74B |
| 5 |
Eli Lilly
LLY
|
$1.35B |
Top Sells
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $28.6B | 3.25% | 119,417,954 +14,652,150 | +14% | +$3.51B |
|
|
2
Apple
AAPL
$3.45T
| $27.1B | 3.08% | 208,655,323 +25,926,552 | +14% | +$3.37B |
|
|
3
Amazon
AMZN
$2.44T
| $11.9B | 1.35% | 141,086,384 +20,669,566 | +17% | +$1.74B |
|
4
Visa
V
$683B
| $10.6B | 1.21% | 51,122,866 +5,864,340 | +13% | +$1.22B |
|
5
SPDR S&P 500 ETF Trust
SPY
$658B
| $10B | 1.14% | 26,221,396 -7,292,063 | -22% | -$2.79B |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.86B | 1.01% | 100,432,240 +6,356,885 | +7% | +$561M |
|
7
UnitedHealth
UNH
$281B
| $8.29B | 0.94% | 15,635,038 +1,893,192 | +14% | +$1B |
|
8
JPMorgan Chase
JPM
$829B
| $7.92B | 0.9% | 59,049,256 +8,088,433 | +16% | +$1.08B |
|
9
Johnson & Johnson
JNJ
$427B
| $7.46B | 0.85% | 42,224,521 +4,521,062 | +12% | +$799M |
|
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $6.88B | 0.78% | 22,284,881 +3,251,658 | +17% | +$1B |
|
11
Procter & Gamble
PG
$368B
| $6.72B | 0.76% | 44,320,700 +4,959,527 | +13% | +$752M |
|
12
Thermo Fisher Scientific
TMO
$186B
| $6.46B | 0.73% | 11,730,063 +1,764,312 | +18% | +$972M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.58T
| $6.37B | 0.72% | 71,779,112 +19,612,974 | +38% | +$1.74B |
|
14
Vanguard S&P 500 ETF
VOO
$726B
| $6.19B | 0.7% | 17,628,371 -102,283 | -0.6% | -$35.9M |
|
15
Home Depot
HD
$405B
| $5.92B | 0.67% | 18,737,490 +1,698,402 | +10% | +$536M |
|
16
Chevron
CVX
$324B
| $5.91B | 0.67% | 32,906,060 +3,711,923 | +13% | +$666M |
|
17
Exxon Mobil
XOM
$487B
| $5.79B | 0.66% | 52,478,674 +5,566,797 | +12% | +$614M |
|
18
Mastercard
MA
$538B
| $5.51B | 0.63% | 15,843,692 +2,385,640 | +18% | +$830M |
|
19
Danaher
DHR
$147B
| $5.28B | 0.6% | 19,888,087 +2,987,852 | +18% | +$793M |
|
20
AbbVie
ABBV
$372B
| $5.1B | 0.58% | 31,571,750 +4,785,277 | +18% | +$773M |
|
21
Coca-Cola
KO
$297B
| $5.03B | 0.57% | 79,101,856 +10,722,435 | +16% | +$682M |
|
22
PepsiCo
PEP
$204B
| $4.83B | 0.55% | 26,720,027 +4,629,947 | +21% | +$836M |
|
23
iShares Russell 1000 Growth ETF
IWF
$116B
| $4.73B | 0.54% | 22,099,282 +1,283,522 | +6% | +$275M |
|
24
iShares Core S&P 500 ETF
IVV
$662B
| $4.71B | 0.54% | 12,269,028 -1,109,963 | -8% | -$426M |
|
25
iShares Russell 1000 Value ETF
IWD
$63.5B
| $4.66B | 0.53% | 30,707,516 +276,413 | +0.9% | +$41.9M |
|