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
|
$37.4B |
| 2 |
Apple
AAPL
|
$1.91B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.42B |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.41B |
| 5 |
Broadcom
AVGO
|
$1.33B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.18B |
| 2 |
Altria Group
MO
|
$1.28B |
| 3 |
Carvana
CVNA
|
$1.1B |
| 4 |
Danaher
DHR
|
$820M |
| 5 |
RTX Corp
RTX
|
$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $54.9B | 4.25% | 122,759,769 +572,651 | +0.5% | +$256M |
|
|
2
Apple
AAPL
$3.45T
| $48.7B | 3.77% | 231,033,440 +9,074,178 | +4% | +$1.91B |
|
|
3
NVIDIA
NVDA
$4.24T
| $41.6B | 3.22% | 336,961,259 +303,085,195 | +895% | +$37.4B |
|
4
Amazon
AMZN
$2.44T
| $32B | 2.47% | 165,507,494 +4,277,928 | +3% | +$827M |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $21.2B | 1.64% | 116,229,362 +2,834,927 | +3% | +$516M |
|
6
SPDR S&P 500 ETF Trust
SPY
$659B
| $19B | 1.47% | 34,981,484 +1,999,187 | +6% | +$1.09B |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $17.8B | 1.37% | 35,228,588 +580,250 | +2% | +$293M |
|
8
JPMorgan Chase
JPM
$829B
| $13.8B | 1.07% | 68,208,898 +1,479,531 | +2% | +$299M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $13.5B | 1.04% | 73,410,820 +606,681 | +0.8% | +$111M |
|
10
Visa
V
$683B
| $13.3B | 1.03% | 50,666,492 -2,092,992 | -4% | -$549M |
|
11
Eli Lilly
LLY
$657B
| $12.4B | 0.96% | 13,722,003 +652,440 | +5% | +$591M |
|
|
12
iShares Core S&P 500 ETF
IVV
$661B
| $11.9B | 0.92% | 21,803,577 +2,591,317 | +13% | +$1.42B |
|
|
13
Broadcom
AVGO
$1.4T
| $11.5B | 0.89% | 7,180,292 +828,092 | +13% | +$1.33B |
|
14
UnitedHealth
UNH
$281B
| $10.2B | 0.79% | 20,052,563 -137,269 | -0.7% | -$69.9M |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $10.2B | 0.79% | 24,982,339 +667,006 | +3% | +$271M |
|
16
Vanguard S&P 500 ETF
VOO
$726B
| $9.95B | 0.77% | 19,900,494 +385,856 | +2% | +$193M |
|
17
iShares Russell 1000 Growth ETF
IWF
$116B
| $9.5B | 0.73% | 26,053,840 +1,853,446 | +8% | +$676M |
|
|
18
Invesco QQQ Trust
QQQ
$369B
| $8.41B | 0.65% | 17,544,342 -6,641,183 | -27% | -$3.18B |
|
19
Costco
COST
$418B
| $8.02B | 0.62% | 9,440,096 +133,582 | +1% | +$114M |
|
20
Tesla
TSLA
$1.08T
| $7.97B | 0.62% | 40,275,799 +90,711 | +0.2% | +$17.9M |
|
21
Procter & Gamble
PG
$368B
| $7.96B | 0.62% | 48,238,377 -141,535 | -0.3% | -$23.3M |
|
22
Exxon Mobil
XOM
$487B
| $7.61B | 0.59% | 66,112,093 +8,673,887 | +15% | +$999M |
|
23
iShares Core MSCI EAFE ETF
IEFA
$149B
| $7.17B | 0.55% | 98,729,186 +9,662,175 | +11% | +$702M |
|
24
Uber
UBER
$196B
| $7.11B | 0.55% | 97,837,044 -8,587,995 | -8% | -$624M |
|
25
Mastercard
MA
$538B
| $7.09B | 0.55% | 16,065,788 +121,635 | +0.8% | +$53.7M |
|