Morgan Stanley
Morgan Stanley is a leading global financial services firm headquartered in New York, NY. Founded in 1935, the firm employs more than 80,000 people across 40+ countries, providing investment banking, wealth management, asset management, and other financial services. Morgan Stanley serves corporations, governments, institutional investors, and individuals worldwide, and is recognized for its commitment to innovation, integrity, and excellence.
Investment Strategy
Morgan Stanley's investment strategy is driven by deep market research, fundamental analysis, and global macro perspectives. The firm emphasizes asset allocation across equities, fixed income, and alternative investments, adapting to macroeconomic trends such as monetary policy, inflation, and regulatory changes. For 2025, they recommend overweighting equities—particularly in the U.S. and Japan—while maintaining a cautious outlook on European and emerging markets. Morgan Stanley focuses on identifying value, timing market rotations, and leveraging their Global Investment Committee's expertise to guide portfolio decisions, targeting high-quality managers and opportunities in both traditional and private equity markets.
Top Holdings
Equity Positions (2,981)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.86% | $59.24B | 119,097,822 | $174.57 | $497.41 | +$12.75B |
A AMZN | AMAZON COM INC | 2.29% | $35.21B | 160,498,619 | $95.44 | $219.39 | +$3.53B |
G GOOGL | ALPHABET INC | 1.54% | $23.70B | 134,489,927 | $97.14 | $176.23 | +$4.02B |
V VOO | VANGUARD INDEX FDS | 0.86% | $13.25B | 23,319,498 | $368.68 | $568.03 | +$942.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.86% | $13.21B | 27,190,809 | $266.12 | $485.77 | -$1.59B |