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 |
Vanguard Short-Term Bond ETF
BSV
|
$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64B |
| 3 |
O'Reilly Automotive
ORLY
|
$1.39B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.27B |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.05B |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.92B |
| 2 |
Microsoft
MSFT
|
$2.36B |
| 3 |
UnitedHealth
UNH
|
$1.95B |
| 4 |
Apple
AAPL
|
$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $59.2B | 3.86% | 119,097,822 -4,748,733 | -4% | -$2.36B |
|
|
2
NVIDIA
NVDA
$4.24T
| $51.5B | 3.35% | 325,710,808 -18,473,271 | -5% | -$2.92B |
|
|
3
Apple
AAPL
$3.45T
| $47.8B | 3.12% | 233,198,646 -8,023,154 | -3% | -$1.65B |
|
4
Amazon
AMZN
$2.44T
| $35.2B | 2.29% | 160,498,619 -6,017,987 | -4% | -$1.32B |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $27.5B | 1.79% | 37,219,287 -672,216 | -2% | -$496M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $23.7B | 1.54% | 134,489,927 +7,202,481 | +6% | +$1.27B |
|
|
7
SPDR S&P 500 ETF Trust
SPY
$658B
| $22.8B | 1.49% | 36,950,731 +2,661,049 | +8% | +$1.64B |
|
8
Broadcom
AVGO
$1.4T
| $20.3B | 1.32% | 73,733,471 -2,699,228 | -4% | -$744M |
|
9
JPMorgan Chase
JPM
$829B
| $19.4B | 1.27% | 66,985,321 -2,369,463 | -3% | -$687M |
|
10
Visa
V
$683B
| $17.8B | 1.16% | 50,055,517 -458,448 | -0.9% | -$163M |
|
11
iShares Core S&P 500 ETF
IVV
$662B
| $15.4B | 1% | 24,758,410 -1,618,116 | -6% | -$1B |
|
12
Tesla
TSLA
$1.08T
| $13.7B | 0.89% | 43,237,058 -2,142,047 | -5% | -$680M |
|
13
Vanguard S&P 500 ETF
VOO
$726B
| $13.2B | 0.86% | 23,319,498 -622,698 | -3% | -$354M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $13.2B | 0.86% | 27,190,809 -600,484 | -2% | -$292M |
|
|
15
Alphabet (Google) Class C
GOOG
$2.58T
| $13.1B | 0.85% | 73,581,661 -2,150,103 | -3% | -$381M |
|
|
16
iShares Russell 1000 Growth ETF
IWF
$116B
| $11.6B | 0.76% | 27,366,214 +2,475,980 | +10% | +$1.05B |
|
17
Eli Lilly
LLY
$657B
| $11.6B | 0.76% | 14,868,496 -5,870 | -0% | -$4.58M |
|
18
Invesco QQQ Trust
QQQ
$364B
| $11.2B | 0.73% | 20,360,089 -1,649,758 | -7% | -$910M |
|
19
Netflix
NFLX
$513B
| $11.2B | 0.73% | 8,362,431 -205,749 | -2% | -$276M |
|
20
Costco
COST
$418B
| $9.48B | 0.62% | 9,572,349 +57,475 | +0.6% | +$56.9M |
|
21
Mastercard
MA
$538B
| $9.1B | 0.59% | 16,200,349 +82,244 | +0.5% | +$46.2M |
|
22
Walmart
WMT
$774B
| $8.36B | 0.54% | 85,527,567 +2,304,638 | +3% | +$225M |
|
23
Procter & Gamble
PG
$368B
| $8.29B | 0.54% | 52,005,193 +782,643 | +2% | +$125M |
|
24
Home Depot
HD
$405B
| $8.28B | 0.54% | 22,573,947 +650,321 | +3% | +$238M |
|
25
iShares Core MSCI EAFE ETF
IEFA
$150B
| $8.23B | 0.54% | 98,621,249 +2,052,665 | +2% | +$171M |
|