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 |
SPDR Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Phillips 66
PSX
$53.2B
| $301M | 0.09% |
3,493,816
+48,120
| +1% | +$4.15M |
|
227
Macerich
MAC
$4.74B
| $300M | 0.09% |
6,932,585
+1,174,784
| +20% | +$50.8M |
|
228
Eaton
ETN
$136B
| $299M | 0.09% |
4,358,599
-378,466
| -8% | -$26M |
|
229
iShares MSCI Brazil ETF
EWZ
$5.47B
| $299M | 0.09% |
7,827,521
-4,567,362
| -37% | -$174M |
|
230
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
| $297M | 0.09% |
6,376,126
-4,632,872
| -42% | -$216M |
|
231
Clorox
CLX
$15.5B
| $297M | 0.09% |
1,925,231
-1,138,582
| -37% | -$176M |
|
|
XLNX
232
DELISTED
Xilinx Inc
XLNX
| $296M | 0.09% |
3,479,931
-207,452
| -6% | -$17.7M |
|
233
Valero Energy
VLO
$48.7B
| $296M | 0.09% |
3,942,034
+397,016
| +11% | +$29.8M |
|
234
Equity Residential
EQR
$25.5B
| $294M | 0.09% |
4,458,114
-1,628,815
| -27% | -$108M |
|
235
HDFC Bank
HDB
$361B
| $290M | 0.09% |
5,600,954
-620,246
| -10% | -$32.1M |
|
236
Stryker
SYK
$150B
| $289M | 0.09% |
1,841,654
-6,981
| -0.4% | -$1.09M |
|
237
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.28B
| $289M | 0.09% |
3,578,284
-241,710
| -6% | -$19.5M |
|
238
Elanco Animal Health
ELAN
$9.16B
| $283M | 0.08% |
8,968,123
-44,468
| -0.5% | -$1.4M |
|
239
General Mills
GIS
$27B
| $282M | 0.08% |
7,241,223
+1,552,539
| +27% | +$60.5M |
|
240
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $281M | 0.08% |
4,648,788
+1,056,589
| +29% | +$64M |
|
241
Sherwin-Williams
SHW
$92.9B
| $281M | 0.08% |
2,143,944
-1,269,096
| -37% | -$166M |
|
242
S&P Global
SPGI
$164B
| $279M | 0.08% |
1,641,470
+30,612
| +2% | +$5.2M |
|
243
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
| $278M | 0.08% |
4,168,681
+1,393,723
| +50% | +$92.9M |
|
244
Baidu
BIDU
$35.1B
| $276M | 0.08% |
1,741,741
+352,385
| +25% | +$55.9M |
|
245
US Bancorp
USB
$75.9B
| $276M | 0.08% |
6,042,511
+536,100
| +10% | +$24.5M |
|
246
Credicorp
BAP
$20.7B
| $276M | 0.08% |
1,244,127
-29,578
| -2% | -$6.56M |
|
247
Dominion Energy
D
$49.7B
| $276M | 0.08% |
3,856,154
+96,763
| +3% | +$6.91M |
|
248
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $273M | 0.08% |
2,728,443
-90,899
| -3% | -$9.11M |
|
249
Estee Lauder
EL
$32.1B
| $273M | 0.08% |
2,101,075
+332,189
| +19% | +$43.2M |
|
250
Boston Scientific
BSX
$159B
| $271M | 0.08% |
7,659,810
+702,325
| +10% | +$24.8M |
|