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
|
$4.35B |
| 2 |
Apple
AAPL
|
$951M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$722M |
| 4 |
Invesco QQQ Trust
QQQ
|
$687M |
| 5 |
Alibaba
BABA
|
$569M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.47B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$663M |
| 3 |
S&P Global
SPGI
|
$456M |
| 4 |
GE Aerospace
GE
|
$438M |
| 5 |
SPDR Gold Trust
GLD
|
$419M |
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 10.16% |
| 3 | Consumer Discretionary | 8.05% |
| 4 | Healthcare | 7.74% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$401M
| $242M | 0.07% |
5,480,337
-701,126
| -11% | -$30.9M |
|
302
Marathon Petroleum
MPC
$54.4B
| $241M | 0.07% |
3,652,731
-27,802
| -0.8% | -$1.83M |
|
303
iShares US Financials ETF
IYF
$4.07B
| $239M | 0.07% |
4,005,310
+413,566
| +12% | +$24.7M |
|
304
Sysco
SYY
$39.5B
| $236M | 0.06% |
3,881,301
+1,726,300
| +80% | +$105M |
|
305
Vanguard Large-Cap ETF
VV
$44.7B
| $236M | 0.06% |
1,922,264
+14,222
| +0.7% | +$1.74M |
|
306
Franklin Resources
BEN
$13.4B
| $234M | 0.06% |
5,390,508
+2,718,445
| +102% | +$118M |
|
307
Plains All American Pipeline
PAA
$12.3B
| $233M | 0.06% |
11,268,524
+2,600,723
| +30% | +$53.7M |
|
|
WES
308
DELISTED
Western Gas Partners Lp
WES
| $230M | 0.06% |
4,783,427
+611,946
| +15% | +$29.4M |
|
309
Applied Materials
AMAT
$126B
| $229M | 0.06% |
4,487,616
+159,925
| +4% | +$8.18M |
|
310
iShares MBS ETF
MBB
$41.1B
| $229M | 0.06% |
2,151,716
+211,481
| +11% | +$22.5M |
|
311
DexCom
DXCM
$31.7B
| $228M | 0.06% |
15,906,560
+5,627,820
| +55% | +$80.7M |
|
312
Kinder Morgan
KMI
$59.4B
| $227M | 0.06% |
12,570,692
-345,364
| -3% | -$6.24M |
|
313
New Oriental
EDU
$7.98B
| $227M | 0.06% |
2,414,327
+865,685
| +56% | +$81.4M |
|
314
Vanguard Small-Cap Growth ETF
VBK
$20.2B
| $227M | 0.06% |
1,410,476
-15,502
| -1% | -$2.49M |
|
315
iShares China Large-Cap ETF
FXI
$6.55B
| $226M | 0.06% |
4,904,581
-33,228
| -0.7% | -$1.53M |
|
316
Vanguard Financials ETF
VFH
$13B
| $226M | 0.06% |
3,232,301
-6,187
| -0.2% | -$433K |
|
317
NOV
NOV
$4.96B
| $226M | 0.06% |
6,271,123
+3,708,141
| +145% | +$134M |
|
318
Waste Management
WM
$90.6B
| $226M | 0.06% |
2,616,900
+519,326
| +25% | +$44.8M |
|
319
HDFC Bank
HDB
$181B
| $225M | 0.06% |
4,431,962
+857,300
| +24% | +$43.6M |
|
320
DXC Technology
DXC
$2.6B
| $224M | 0.06% |
2,729,156
-146,159
| -5% | -$12M |
|
321
Cummins
CMI
$55.2B
| $223M | 0.06% |
1,264,618
+260,004
| +26% | +$45.9M |
|
322
iShares Expanded Tech-Software Sector ETF
IGV
$9.73B
| $223M | 0.06% |
7,225,765
+1,431,570
| +25% | +$44.3M |
|
323
iShares US Aerospace & Defense ETF
ITA
$9.32B
| $222M | 0.06% |
2,363,944
+65,870
| +3% | +$6.2M |
|
324
Vanguard FTSE Pacific ETF
VPL
$7.75B
| $222M | 0.06% |
3,046,052
+798,121
| +36% | +$58.2M |
|
325
Galicia Financial Group
GGAL
$6.42B
| $222M | 0.06% |
3,368,488
+45,965
| +1% | +$3.03M |
|