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 |
Walmart
WMT
|
$1.73B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25B |
| 3 |
Altria Group
MO
|
$451M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$375M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$270M |
Top Sells
| 1 |
Microsoft
MSFT
|
$52.9B |
| 2 |
Apple
AAPL
|
$36.7B |
| 3 |
NVIDIA
NVDA
|
$29.1B |
| 4 |
Amazon
AMZN
|
$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $51.4B | 4.12% | 122,187,118 -125,704,552 | -51% | -$52.9B |
|
|
2
Apple
AAPL
$3.45T
| $38.1B | 3.05% | 221,959,262 -213,963,192 | -49% | -$36.7B |
|
|
3
NVIDIA
NVDA
$4.24T
| $30.6B | 2.46% | 33,876,064 -32,182,582 | -49% | -$29.1B |
|
|
4
Amazon
AMZN
$2.44T
| $29.1B | 2.33% | 161,229,566 -156,041,786 | -49% | -$28.1B |
|
5
SPDR S&P 500 ETF Trust
SPY
$659B
| $17.3B | 1.38% | 32,982,297 -34,246,453 | -51% | -$17.9B |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $17.1B | 1.37% | 113,394,435 -111,119,849 | -49% | -$16.8B |
|
|
7
Meta Platforms (Facebook)
META
$1.86T
| $16.8B | 1.35% | 34,648,338 -37,855,060 | -52% | -$18.4B |
|
8
Visa
V
$683B
| $14.7B | 1.18% | 52,759,484 -50,403,088 | -49% | -$14.1B |
|
9
JPMorgan Chase
JPM
$829B
| $13.4B | 1.07% | 66,729,367 -62,953,027 | -49% | -$12.6B |
|
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $11.1B | 0.89% | 72,804,139 -75,025,481 | -51% | -$11.4B |
|
11
Invesco QQQ Trust
QQQ
$369B
| $10.7B | 0.86% | 24,185,525 -17,872,505 | -42% | -$7.94B |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $10.2B | 0.82% | 24,315,333 -22,437,141 | -48% | -$9.44B |
|
13
Eli Lilly
LLY
$657B
| $10.2B | 0.82% | 13,069,563 -12,251,871 | -48% | -$9.53B |
|
14
iShares Core S&P 500 ETF
IVV
$661B
| $10.1B | 0.81% | 19,212,260 -19,011,590 | -50% | -$9.99B |
|
15
UnitedHealth
UNH
$281B
| $9.99B | 0.8% | 20,189,832 -13,365,310 | -40% | -$6.61B |
|
16
Vanguard S&P 500 ETF
VOO
$726B
| $9.38B | 0.75% | 19,514,638 -16,693,718 | -46% | -$8.02B |
|
17
Broadcom
AVGO
$1.4T
| $8.42B | 0.68% | 6,352,200 -6,424,314 | -50% | -$8.51B |
|
18
Uber
UBER
$196B
| $8.19B | 0.66% | 106,425,039 -141,279,259 | -57% | -$10.9B |
|
19
iShares Russell 1000 Growth ETF
IWF
$116B
| $8.16B | 0.65% | 24,200,394 -24,589,782 | -50% | -$8.29B |
|
20
Procter & Gamble
PG
$368B
| $7.85B | 0.63% | 48,379,912 -49,113,572 | -50% | -$7.97B |
|
21
Mastercard
MA
$538B
| $7.68B | 0.62% | 15,944,153 -15,043,691 | -49% | -$7.24B |
|
22
Home Depot
HD
$405B
| $7.61B | 0.61% | 19,842,642 -18,653,728 | -48% | -$7.16B |
|
23
Tesla
TSLA
$1.08T
| $7.06B | 0.57% | 40,185,088 -25,805,362 | -39% | -$4.54B |
|
24
Thermo Fisher Scientific
TMO
$186B
| $6.83B | 0.55% | 11,753,137 -13,352,351 | -53% | -$7.76B |
|
25
Costco
COST
$418B
| $6.82B | 0.55% | 9,306,514 -8,300,046 | -47% | -$6.08B |
|