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 |
Wells Fargo
WFC
|
$829M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$778M |
| 3 |
Booking.com
BKNG
|
$475M |
| 4 |
Meta Platforms (Facebook)
META
|
$440M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$420M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$975M |
| 3 |
SPDR Gold Trust
GLD
|
$649M |
| 4 |
RTX Corp
RTX
|
$628M |
| 5 |
Walt Disney
DIS
|
$567M |
Sector Composition
| 1 | Technology | 11.99% |
| 2 | Financials | 9.42% |
| 3 | Consumer Discretionary | 8.46% |
| 4 | Healthcare | 8.12% |
| 5 | Communication Services | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Eaton
ETN
$136B
| $333M | 0.09% |
4,451,241
-169,664
| -4% | -$12.7M |
|
227
TSMC
TSM
$1.26T
| $332M | 0.09% |
9,070,743
+952,469
| +12% | +$34.8M |
|
228
Kimberly-Clark
KMB
$43.1B
| $331M | 0.09% |
3,142,651
-1,457,129
| -32% | -$153M |
|
229
Equity Residential
EQR
$25.5B
| $330M | 0.09% |
5,185,892
-3,854,015
| -43% | -$245M |
|
230
Moody's
MCO
$89.5B
| $330M | 0.09% |
1,935,726
-91,133
| -4% | -$15.5M |
|
231
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $328M | 0.09% |
5,375,352
-1,505,789
| -22% | -$91.9M |
|
232
Waste Management
WM
$88.6B
| $323M | 0.09% |
3,969,666
+1,851,169
| +87% | +$151M |
|
233
Northrop Grumman
NOC
$83.2B
| $322M | 0.09% |
1,045,931
+88,338
| +9% | +$27.2M |
|
234
iShares US Technology ETF
IYW
$23.1B
| $320M | 0.09% |
7,187,196
-377,788
| -5% | -$16.8M |
|
235
iShares Expanded Tech-Software Sector ETF
IGV
$9.85B
| $318M | 0.09% |
8,708,095
+2,097,620
| +32% | +$76.6M |
|
236
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $317M | 0.09% |
2,337,604
+60,417
| +3% | +$8.2M |
|
237
Kinder Morgan
KMI
$59.1B
| $316M | 0.09% |
17,906,685
-1,843,932
| -9% | -$32.6M |
|
238
Public Storage
PSA
$52.2B
| $315M | 0.09% |
1,388,836
-245,598
| -15% | -$55.7M |
|
239
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $314M | 0.08% |
2,941,412
+382,078
| +15% | +$40.8M |
|
240
Halliburton
HAL
$18.8B
| $310M | 0.08% |
6,879,339
+1,385,703
| +25% | +$62.4M |
|
241
VanEck Gold Miners ETF
GDX
$19.9B
| $309M | 0.08% |
13,832,316
+188,521
| +1% | +$4.21M |
|
242
American International
AIG
$43.9B
| $306M | 0.08% |
5,776,565
-376,417
| -6% | -$20M |
|
243
Baidu
BIDU
$35.1B
| $305M | 0.08% |
1,254,596
+41,340
| +3% | +$10M |
|
244
Energy Transfer Partners
ET
$59.7B
| $304M | 0.08% |
17,622,842
+952,486
| +6% | +$16.4M |
|
245
TJX Companies
TJX
$155B
| $300M | 0.08% |
6,311,470
-1,983,420
| -24% | -$94.4M |
|
246
Broadridge
BR
$29.4B
| $297M | 0.08% |
2,583,950
+1,367,735
| +112% | +$157M |
|
247
Illinois Tool Works
ITW
$77.6B
| $297M | 0.08% |
2,143,440
-118,261
| -5% | -$16.4M |
|
248
General Motors
GM
$55.5B
| $295M | 0.08% |
7,487,956
-168,793
| -2% | -$6.65M |
|
|
TSG
249
DELISTED
The Stars Group Inc.
TSG
| $295M | 0.08% |
8,118,796
+1,793,803
| +28% | +$65.1M |
|
250
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $293M | 0.08% |
9,953,512
+250,205
| +3% | +$7.37M |
|