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 |
NVIDIA
NVDA
|
$2.62B |
| 2 |
Amazon
AMZN
|
$1.72B |
| 3 |
Tesla
TSLA
|
$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.47B |
| 5 |
Microsoft
MSFT
|
$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$749M |
| 3 |
Eaton
ETN
|
$664M |
| 4 |
Uber
UBER
|
$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $42.1B | 4.15% | 123,498,322 +3,181,427 | +3% | +$1.08B |
|
2
Apple
AAPL
$3.45T
| $39.7B | 3.91% | 204,714,950 +4,099,057 | +2% | +$795M |
|
|
3
Amazon
AMZN
$2.44T
| $19.5B | 1.92% | 149,603,480 +13,187,299 | +10% | +$1.72B |
|
|
4
NVIDIA
NVDA
$4.25T
| $14.1B | 1.39% | 33,261,283 +6,189,768 | +23% | +$2.62B |
|
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $13.5B | 1.33% | 113,144,507 +12,303,738 | +12% | +$1.47B |
|
6
SPDR S&P 500 ETF Trust
SPY
$659B
| $13.4B | 1.32% | 30,253,261 -35,618 | -0.1% | -$15.8M |
|
7
Visa
V
$683B
| $11.9B | 1.17% | 49,984,604 +55,750 | +0.1% | +$13.2M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $10.1B | 0.99% | 35,092,794 +2,198,058 | +7% | +$631M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $9.18B | 0.91% | 75,921,937 +6,853,241 | +10% | +$829M |
|
10
JPMorgan Chase
JPM
$829B
| $9.12B | 0.9% | 62,739,902 +2,323,678 | +4% | +$338M |
|
11
UnitedHealth
UNH
$281B
| $7.77B | 0.77% | 16,162,707 +1,229,326 | +8% | +$591M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $7.63B | 0.75% | 22,367,114 +480,012 | +2% | +$164M |
|
|
13
Tesla
TSLA
$1.08T
| $7.33B | 0.72% | 27,983,350 +5,865,378 | +27% | +$1.54B |
|
14
Vanguard S&P 500 ETF
VOO
$726B
| $7.08B | 0.7% | 17,375,738 +65,963 | +0.4% | +$26.9M |
|
15
Invesco QQQ Trust
QQQ
$369B
| $7.01B | 0.69% | 18,973,726 +1,557,609 | +9% | +$575M |
|
16
Johnson & Johnson
JNJ
$427B
| $6.9B | 0.68% | 41,669,219 +1,665,699 | +4% | +$276M |
|
17
Procter & Gamble
PG
$368B
| $6.84B | 0.67% | 45,088,952 +1,036,982 | +2% | +$157M |
|
|
18
Uber
UBER
$196B
| $6.69B | 0.66% | 155,046,438 -14,478,670 | -9% | -$625M |
|
19
Thermo Fisher Scientific
TMO
$186B
| $6.45B | 0.64% | 12,367,693 +779,148 | +7% | +$407M |
|
20
Mastercard
MA
$538B
| $6.32B | 0.62% | 16,065,532 -841,191 | -5% | -$331M |
|
21
iShares Core MSCI EAFE ETF
IEFA
$149B
| $5.86B | 0.58% | 86,781,056 +3,065,728 | +4% | +$207M |
|
22
Vanguard Total Bond Market
BND
$134B
| $5.85B | 0.58% | 80,513,647 +13,478,037 | +20% | +$980M |
|
23
Eli Lilly
LLY
$657B
| $5.84B | 0.58% | 12,461,657 +318,198 | +3% | +$149M |
|
24
Accenture
ACN
$162B
| $5.79B | 0.57% | 18,749,920 +1,435,975 | +8% | +$443M |
|
25
Home Depot
HD
$405B
| $5.73B | 0.56% | 18,438,338 +837,875 | +5% | +$260M |
|