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 |
Intuitive Surgical
ISRG
|
$893M |
| 2 |
Qualcomm
QCOM
|
$844M |
| 3 |
Invesco QQQ Trust
QQQ
|
$809M |
| 4 |
Apple
AAPL
|
$779M |
| 5 |
Baxter International
BAX
|
$593M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.6B |
| 2 |
Wells Fargo
WFC
|
$890M |
| 3 |
KKR & Co
KKR
|
$464M |
| 4 |
Booking.com
BKNG
|
$404M |
| 5 |
Nike
NKE
|
$390M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Healthcare | 9.53% |
| 3 | Financials | 9.24% |
| 4 | Consumer Discretionary | 7.98% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Factset
FDS
$14B
| $362M | 0.09% |
1,618,532
-73,879
| -4% | -$16.5M |
|
227
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $360M | 0.09% |
4,334,764
-15,235
| -0.4% | -$1.27M |
|
228
Sysco
SYY
$39.4B
| $360M | 0.09% |
4,910,163
+1,013,430
| +26% | +$74.2M |
|
229
Huazhu Hotels Group
HTHT
$11.5B
| $349M | 0.09% |
10,813,022
+317,864
| +3% | +$10.3M |
|
230
iShares US Technology ETF
IYW
$23.1B
| $348M | 0.09% |
7,164,908
-22,288
| -0.3% | -$1.08M |
|
231
Materials Select Sector SPDR Fund
XLB
$5.52B
| $347M | 0.09% |
5,988,878
+2,501,163
| +72% | +$145M |
|
232
SPDR S&P Retail ETF
XRT
$441M
| $345M | 0.09% |
6,770,520
-1,776,724
| -21% | -$90.6M |
|
233
Biogen
BIIB
$20.6B
| $345M | 0.09% |
976,505
-774,604
| -44% | -$274M |
|
234
Waste Management
WM
$88.6B
| $341M | 0.09% |
3,777,171
-192,495
| -5% | -$17.4M |
|
235
WisdomTree Japan Hedged Equity Fund
DXJ
$3.78B
| $340M | 0.09% |
5,860,744
-396,662
| -6% | -$23M |
|
236
Illinois Tool Works
ITW
$77.6B
| $338M | 0.08% |
2,397,243
+253,803
| +12% | +$35.8M |
|
237
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $336M | 0.08% |
2,819,342
+541,958
| +24% | +$64.5M |
|
238
Marriott International Class A Common Stock
MAR
$71.9B
| $335M | 0.08% |
2,539,940
+1,369,478
| +117% | +$181M |
|
239
HP
HPQ
$27.4B
| $330M | 0.08% |
12,812,429
+7,384,389
| +136% | +$190M |
|
240
Stryker
SYK
$150B
| $328M | 0.08% |
1,848,635
-456,600
| -20% | -$81.1M |
|
241
Prudential Financial
PRU
$37.2B
| $325M | 0.08% |
3,208,212
+100,223
| +3% | +$10.2M |
|
242
Palo Alto Networks
PANW
$130B
| $323M | 0.08% |
8,598,786
+440,346
| +5% | +$16.5M |
|
243
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $323M | 0.08% |
6,428,697
+1,195,736
| +23% | +$60M |
|
244
T-Mobile US
TMUS
$284B
| $320M | 0.08% |
4,556,270
-1,225,845
| -21% | -$86M |
|
245
Tesla
TSLA
$1.13T
| $320M | 0.08% |
18,102,765
+2,647,470
| +17% | +$46.7M |
|
246
IAC Inc
IAC
$2.98B
| $319M | 0.08% |
8,233,066
+4,983,998
| +153% | +$193M |
|
247
Macerich
MAC
$4.74B
| $318M | 0.08% |
5,757,801
+1,383,314
| +32% | +$76.5M |
|
248
Baidu
BIDU
$35.1B
| $318M | 0.08% |
1,389,356
+134,760
| +11% | +$30.8M |
|
249
Williams Companies
WMB
$69.9B
| $317M | 0.08% |
11,661,438
+3,528,531
| +43% | +$95.9M |
|
250
VanEck Junior Gold Miners ETF
GDXJ
$7B
| $315M | 0.08% |
11,507,263
+8,435,418
| +275% | +$231M |
|