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
|
$2.35B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
| 3 |
iShares US Real Estate ETF
IYR
|
$410M |
| 4 |
Blackstone
BX
|
$350M |
| 5 |
Wells Fargo
WFC
|
$334M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$723M |
| 2 |
Apple
AAPL
|
$637M |
| 3 |
Herbalife
HLF
|
$346M |
| 4 |
Salesforce
CRM
|
$330M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$310M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 8.65% |
| 3 | Energy | 6.63% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Staples | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mondelez International
MDLZ
$79.5B
| $941M | 0.44% | 29,947,583 +4,675,706 | +19% | +$147M |
|
27
SPDR Gold Trust
GLD
$107B
| $928M | 0.44% | 7,239,647 +553,749 | +8% | +$71M |
|
28
Accenture
ACN
$162B
| $923M | 0.44% | 12,528,337 +1,192,763 | +11% | +$87.8M |
|
29
Pfizer
PFE
$141B
| $879M | 0.42% | 30,590,967 -8,920,422 | -23% | -$256M |
|
30
IBM
IBM
$227B
| $878M | 0.42% | 4,742,989 -502,774 | -10% | -$93.1M |
|
31
iShares S&P 500 Growth ETF
IVW
$63.1B
| $854M | 0.4% | 9,552,360 -208,619 | -2% | -$18.6M |
|
32
Illumina
ILMN
$15.8B
| $853M | 0.4% | 10,558,407 +387,105 | +4% | +$31.3M |
|
33
RTX Corp
RTX
$212B
| $833M | 0.39% | 7,729,522 -144,162 | -2% | -$15.5M |
|
34
Mastercard
MA
$538B
| $833M | 0.39% | 1,238,055 -50,886 | -4% | -$34.2M |
|
35
AT&T
T
$209B
| $825M | 0.39% | 24,406,686 -1,811,526 | -7% | -$61.3M |
|
36
Motorola Solutions
MSI
$78.7B
| $821M | 0.39% | 13,825,649 -549,357 | -4% | -$32.6M |
|
37
Tesla
TSLA
$1.08T
| $749M | 0.35% | 3,873,018 -761,171 | -16% | -$147M |
|
38
Keurig Dr Pepper
KDP
$39.5B
| $740M | 0.35% | 16,504,679 +715,883 | +5% | +$32.1M |
|
39
Vanguard FTSE Europe ETF
VGK
$26.8B
| $737M | 0.35% | 13,528,461 +2,926,242 | +28% | +$159M |
|
40
iShares MSCI EAFE ETF
EFA
$66B
| $721M | 0.34% | 11,293,757 -363,897 | -3% | -$23.2M |
|
41
Progressive
PGR
$145B
| $713M | 0.34% | 26,183,738 +1,545,921 | +6% | +$42.1M |
|
42
Honeywell
HON
$139B
| $712M | 0.34% | 8,575,663 +23,499 | +0.3% | +$1.95M |
|
|
LNKD
43
DELISTED
LinkedIn Corporation
LNKD
| $707M | 0.33% | 2,873,416 +103,773 | +4% | +$25.5M |
|
|
44
iShares US Real Estate ETF
IYR
$3.76B
| $692M | 0.33% | 10,851,027 +6,423,210 | +145% | +$410M |
|
45
Williams Companies
WMB
$70.7B
| $684M | 0.32% | 18,813,565 +819,580 | +5% | +$29.8M |
|
46
Cisco
CSCO
$274B
| $680M | 0.32% | 29,027,742 +5,698,572 | +24% | +$134M |
|
47
Groupon
GRPN
$1.06B
| $673M | 0.32% | 60,008,496 +943,738 | +2% | +$10.6M |
|
48
Intel
INTC
$107B
| $670M | 0.32% | 29,218,648 -2,191,001 | -7% | -$50.2M |
|
49
Berkshire Hathaway Class B
BRK.B
$1.09T
| $667M | 0.32% | 5,876,908 -108,976 | -2% | -$12.4M |
|
50
Energy Transfer Partners
ET
$60.8B
| $665M | 0.31% | 10,104,045 -535,002 | -5% | -$35.2M |
|