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
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $93.2B | 4.11% | 247,891,670 +124,761,205 | +101% | +$46.9B |
|
|
2
Apple
AAPL
$3.45T
| $83.9B | 3.7% | 435,922,454 +229,189,494 | +111% | +$44.1B |
|
|
3
Amazon
AMZN
$2.44T
| $48.2B | 2.12% | 317,271,352 +167,730,064 | +112% | +$25.5B |
|
|
4
NVIDIA
NVDA
$4.25T
| $32.7B | 1.44% | 66,058,646 +33,353,806 | +102% | +$16.5B |
|
|
5
SPDR S&P 500 ETF Trust
SPY
$659B
| $32B | 1.41% | 67,228,750 +43,043,723 | +178% | +$20.5B |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $31.4B | 1.38% | 224,514,284 +113,256,555 | +102% | +$15.8B |
|
7
Visa
V
$683B
| $26.9B | 1.18% | 103,162,572 +53,352,317 | +107% | +$13.9B |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $25.7B | 1.13% | 72,503,398 +36,225,626 | +100% | +$12.8B |
|
9
JPMorgan Chase
JPM
$829B
| $22.1B | 0.97% | 129,682,394 +66,741,051 | +106% | +$11.4B |
|
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $20.8B | 0.92% | 147,829,620 +78,483,001 | +113% | +$11.1B |
|
11
iShares Core S&P 500 ETF
IVV
$661B
| $18.3B | 0.8% | 38,223,850 +20,631,367 | +117% | +$9.85B |
|
12
UnitedHealth
UNH
$281B
| $17.7B | 0.78% | 33,555,142 +17,838,255 | +113% | +$9.39B |
|
13
Invesco QQQ Trust
QQQ
$369B
| $17.2B | 0.76% | 42,058,030 +23,745,610 | +130% | +$9.72B |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $16.7B | 0.73% | 46,752,474 +24,075,912 | +106% | +$8.59B |
|
15
Tesla
TSLA
$1.08T
| $16.4B | 0.72% | 65,990,450 +35,829,703 | +119% | +$8.9B |
|
16
Vanguard S&P 500 ETF
VOO
$726B
| $15.8B | 0.7% | 36,208,356 +19,089,556 | +112% | +$8.34B |
|
17
Uber
UBER
$196B
| $15.3B | 0.67% | 247,704,298 +112,389,371 | +83% | +$6.92B |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $14.8B | 0.65% | 48,790,176 +24,941,188 | +105% | +$7.56B |
|
19
Eli Lilly
LLY
$657B
| $14.8B | 0.65% | 25,321,434 +12,775,862 | +102% | +$7.45B |
|
20
Procter & Gamble
PG
$368B
| $14.3B | 0.63% | 97,493,484 +52,727,602 | +118% | +$7.73B |
|
21
Broadcom
AVGO
$1.4T
| $14.3B | 0.63% | 12,776,514 +6,855,914 | +116% | +$7.65B |
|
22
Home Depot
HD
$405B
| $13.3B | 0.59% | 38,496,370 +20,115,553 | +109% | +$6.97B |
|
23
Thermo Fisher Scientific
TMO
$186B
| $13.3B | 0.59% | 25,105,488 +12,687,059 | +102% | +$6.73B |
|
24
Mastercard
MA
$538B
| $13.2B | 0.58% | 30,987,844 +15,190,610 | +96% | +$6.48B |
|
25
Johnson & Johnson
JNJ
$427B
| $13.1B | 0.58% | 83,318,958 +42,073,857 | +102% | +$6.59B |
|