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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $59.7B | 4.18% | 238,264,141 +6,803,216 | +3% | +$1.7B |
|
2
Microsoft
MSFT
$3.77T
| $52.9B | 3.71% | 125,501,255 +1,457,348 | +1% | +$614M |
|
|
3
NVIDIA
NVDA
$4.24T
| $47B | 3.29% | 349,659,685 +19,939,417 | +6% | +$2.68B |
|
4
Amazon
AMZN
$2.44T
| $36.7B | 2.57% | 167,149,717 +7,616,951 | +5% | +$1.67B |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $23.6B | 1.66% | 124,797,504 +1,670,624 | +1% | +$316M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $21.2B | 1.48% | 36,123,941 -726,799 | -2% | -$426M |
|
|
7
SPDR S&P 500 ETF Trust
SPY
$659B
| $19.5B | 1.37% | 33,341,278 -2,291,895 | -6% | -$1.34B |
|
|
8
Tesla
TSLA
$1.08T
| $18.2B | 1.27% | 44,967,162 +4,918,044 | +12% | +$1.99B |
|
9
Broadcom
AVGO
$1.4T
| $17.5B | 1.22% | 75,388,762 +4,192,808 | +6% | +$972M |
|
10
JPMorgan Chase
JPM
$829B
| $16.5B | 1.16% | 68,844,649 -372,239 | -0.5% | -$89.2M |
|
|
11
iShares Core S&P 500 ETF
IVV
$661B
| $16.4B | 1.15% | 27,892,528 +2,960,729 | +12% | +$1.74B |
|
12
Visa
V
$683B
| $16B | 1.12% | 50,627,329 +409,084 | +0.8% | +$129M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.58T
| $14.3B | 1% | 75,103,325 +707,477 | +1% | +$135M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $12.7B | 0.89% | 28,057,816 +1,506,797 | +6% | +$683M |
|
15
Vanguard S&P 500 ETF
VOO
$726B
| $12.3B | 0.86% | 22,807,505 +784,274 | +4% | +$423M |
|
16
Eli Lilly
LLY
$657B
| $11.1B | 0.78% | 14,379,096 -177,046 | -1% | -$137M |
|
17
UnitedHealth
UNH
$281B
| $10.8B | 0.76% | 21,396,198 +1,396,225 | +7% | +$706M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $9.66B | 0.68% | 24,055,964 -1,946,709 | -7% | -$782M |
|
19
Invesco QQQ Trust
QQQ
$369B
| $9.61B | 0.67% | 18,796,009 +868,875 | +5% | +$444M |
|
20
Costco
COST
$418B
| $8.77B | 0.61% | 9,574,648 +126,173 | +1% | +$116M |
|
21
Procter & Gamble
PG
$368B
| $8.6B | 0.6% | 51,326,279 +2,289,593 | +5% | +$384M |
|
22
Home Depot
HD
$405B
| $8.55B | 0.6% | 21,973,409 +381,996 | +2% | +$149M |
|
23
Vanguard Total Bond Market
BND
$134B
| $8.53B | 0.6% | 118,619,623 +18,442,346 | +18% | +$1.33B |
|
24
Mastercard
MA
$538B
| $8.49B | 0.59% | 16,114,847 -238,868 | -1% | -$126M |
|
25
Exxon Mobil
XOM
$487B
| $7.59B | 0.53% | 70,559,576 +1,198,595 | +2% | +$129M |
|