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 S&P 500 ETF Trust
SPY
|
$6.83B |
| 2 |
Apple
AAPL
|
$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.45B |
| 4 |
Microsoft
MSFT
|
$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Mercado Libre
MELI
$123B
| $150M | 0.08% |
+1,387,655
| New | +$150M |
|
|
RDS.A
302
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $149M | 0.08% |
+2,339,980
| New | +$149M |
|
|
GDI
303
DELISTED
GARDNER DENVER,INC
GDI
| $149M | 0.08% |
+1,981,248
| New | +$149M |
|
|
SNDK
304
DELISTED
SANDISK CORP
SNDK
| $149M | 0.08% |
+2,435,692
| New | +$149M |
|
305
ProShares Short S&P500
SH
$1.24B
| $149M | 0.08% |
+626,294
| New | +$149M |
|
306
Southern Company
SO
$101B
| $147M | 0.07% |
+3,335,859
| New | +$147M |
|
307
Diageo
DEO
$61.3B
| $147M | 0.07% |
+1,278,084
| New | +$147M |
|
308
HP
HPQ
$27.4B
| $144M | 0.07% |
+12,806,323
| New | +$144M |
|
|
WBA
309
DELISTED
Walgreens Boots Alliance
WBA
| $143M | 0.07% |
+3,227,833
| New | +$143M |
|
310
Lockheed Martin
LMT
$108B
| $141M | 0.07% |
+1,303,178
| New | +$141M |
|
|
SCU
311
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $141M | 0.07% |
+1,351,322
| New | +$141M |
|
|
HCBK
312
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $141M | 0.07% |
+15,344,204
| New | +$141M |
|
313
Capital One
COF
$142B
| $139M | 0.07% |
+2,210,708
| New | +$139M |
|
314
3D Systems Corporation
DDD
$272M
| $138M | 0.07% |
+3,147,569
| New | +$138M |
|
|
HR
315
DELISTED
Healthcare Realty Trust Incorporated
HR
| $138M | 0.07% |
+5,412,332
| New | +$138M |
|
316
Vanguard FTSE Pacific ETF
VPL
$7.79B
| $138M | 0.07% |
+2,471,128
| New | +$138M |
|
|
APC
317
DELISTED
Anadarko Petroleum
APC
| $138M | 0.07% |
+1,603,962
| New | +$138M |
|
318
Travelers Companies
TRV
$62B
| $138M | 0.07% |
+1,724,063
| New | +$138M |
|
319
iShares Gold Trust
IAU
$52.6B
| $137M | 0.07% |
+5,731,400
| New | +$137M |
|
320
Digital Realty Trust
DLR
$55.7B
| $137M | 0.07% |
+2,250,682
| New | +$137M |
|
321
GSK
GSK
$81.5B
| $137M | 0.07% |
+2,196,544
| New | +$137M |
|
322
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
| $137M | 0.07% |
+1,294,548
| New | +$137M |
|
323
Goldman Sachs
GS
$223B
| $136M | 0.07% |
+901,221
| New | +$136M |
|
324
Marsh & McLennan
MMC
$100B
| $136M | 0.07% |
+3,406,071
| New | +$136M |
|
325
Equity Lifestyle Properties
ELS
$12B
| $136M | 0.07% |
+6,903,676
| New | +$136M |
|