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 |
Broadcom
AVGO
|
$11B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.49B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $53.9B | 3.91% | 231,460,925 +427,485 | +0.2% | +$99.6M |
|
2
Microsoft
MSFT
$3.77T
| $53.4B | 3.87% | 124,043,907 +1,284,138 | +1% | +$553M |
|
|
3
NVIDIA
NVDA
$4.24T
| $40B | 2.9% | 329,720,268 -7,240,991 | -2% | -$879M |
|
|
4
Amazon
AMZN
$2.44T
| $29.7B | 2.16% | 159,532,766 -5,974,728 | -4% | -$1.11B |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $21.1B | 1.53% | 36,850,740 +1,622,152 | +5% | +$929M |
|
6
SPDR S&P 500 ETF Trust
SPY
$659B
| $20.4B | 1.48% | 35,633,173 +651,689 | +2% | +$374M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $20.4B | 1.48% | 123,126,880 +6,897,518 | +6% | +$1.14B |
|
8
JPMorgan Chase
JPM
$829B
| $14.6B | 1.06% | 69,216,888 +1,007,990 | +1% | +$213M |
|
|
9
iShares Core S&P 500 ETF
IVV
$661B
| $14.4B | 1.04% | 24,931,799 +3,128,222 | +14% | +$1.8B |
|
10
Visa
V
$683B
| $13.8B | 1% | 50,218,245 -448,247 | -0.9% | -$123M |
|
11
Eli Lilly
LLY
$657B
| $12.9B | 0.94% | 14,556,142 +834,139 | +6% | +$739M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $12.4B | 0.9% | 74,395,848 +985,028 | +1% | +$165M |
|
|
13
Broadcom
AVGO
$1.4T
| $12.3B | 0.89% | 71,195,954 +64,015,662 | +892% | +$11B |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $12.2B | 0.89% | 26,551,019 +1,568,680 | +6% | +$722M |
|
15
UnitedHealth
UNH
$281B
| $11.7B | 0.85% | 19,999,973 -52,590 | -0.3% | -$30.7M |
|
|
16
Vanguard S&P 500 ETF
VOO
$726B
| $11.6B | 0.84% | 22,023,231 +2,122,737 | +11% | +$1.12B |
|
17
Tesla
TSLA
$1.08T
| $10.5B | 0.76% | 40,049,118 -226,681 | -0.6% | -$59.3M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $9.76B | 0.71% | 26,002,673 -51,167 | -0.2% | -$19.2M |
|
19
Invesco QQQ Trust
QQQ
$369B
| $8.75B | 0.63% | 17,927,134 +382,792 | +2% | +$187M |
|
20
Home Depot
HD
$405B
| $8.75B | 0.63% | 21,591,413 +1,366,416 | +7% | +$554M |
|
21
Procter & Gamble
PG
$368B
| $8.49B | 0.62% | 49,036,686 +798,309 | +2% | +$138M |
|
22
Costco
COST
$418B
| $8.38B | 0.61% | 9,448,475 +8,379 | +0.1% | +$7.43M |
|
23
Exxon Mobil
XOM
$487B
| $8.13B | 0.59% | 69,360,981 +3,248,888 | +5% | +$381M |
|
24
Mastercard
MA
$538B
| $8.08B | 0.59% | 16,353,715 +287,927 | +2% | +$142M |
|
25
iShares Core MSCI EAFE ETF
IEFA
$149B
| $7.83B | 0.57% | 100,329,762 +1,600,576 | +2% | +$125M |
|