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 |
TWTR
Twitter, Inc.
TWTR
|
$873M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$802M |
| 3 |
Apple
AAPL
|
$763M |
| 4 |
Hilton Worldwide
HLT
|
$587M |
| 5 |
Williams Companies
WMB
|
$368M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.44B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$947M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$927M |
| 4 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$394M |
| 5 |
NVE
NV ENERGY, INC
NVE
|
$378M |
Sector Composition
| 1 | Technology | 9.16% |
| 2 | Financials | 8.97% |
| 3 | Healthcare | 7.57% |
| 4 | Energy | 7% |
| 5 | Consumer Discretionary | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.05B | 0.44% | 25,413,820 -184,933 | -0.7% | -$7.61M |
|
27
Vanguard FTSE Europe ETF
VGK
$26.8B
| $989M | 0.42% | 16,822,275 +3,293,814 | +24% | +$194M |
|
28
Equity Residential
EQR
$25.3B
| $978M | 0.42% | 18,856,812 +547,962 | +3% | +$28.4M |
|
29
Accenture
ACN
$162B
| $970M | 0.41% | 11,794,228 -734,109 | -6% | -$60.4M |
|
30
iShares US Real Estate ETF
IYR
$3.76B
| $960M | 0.41% | 15,215,973 +4,364,946 | +40% | +$275M |
|
31
iShares S&P 500 Growth ETF
IVW
$63.1B
| $949M | 0.4% | 9,614,347 +61,987 | +0.6% | +$6.12M |
|
32
Energy Transfer Partners
ET
$60.8B
| $946M | 0.4% | 11,577,640 +1,473,595 | +15% | +$120M |
|
33
Pfizer
PFE
$141B
| $945M | 0.4% | 30,857,780 +266,813 | +0.9% | +$8.17M |
|
34
Motorola Solutions
MSI
$78.7B
| $924M | 0.39% | 13,692,272 -133,377 | -1% | -$9M |
|
35
3M
MMM
$82.8B
| $923M | 0.39% | 6,579,358 +1,166,828 | +22% | +$164M |
|
36
Invesco QQQ Trust
QQQ
$364B
| $911M | 0.39% | 10,357,340 +2,424,752 | +31% | +$213M |
|
37
Intel
INTC
$107B
| $906M | 0.39% | 34,892,440 +5,673,792 | +19% | +$147M |
|
38
RTX Corp
RTX
$212B
| $897M | 0.38% | 7,880,311 +150,789 | +2% | +$17.2M |
|
39
iShares MSCI EAFE ETF
EFA
$66B
| $895M | 0.38% | 13,332,319 +2,038,562 | +18% | +$137M |
|
40
Cencora
COR
$56.5B
| $893M | 0.38% | 12,703,472 +3,699,834 | +41% | +$260M |
|
|
TWTR
41
DELISTED
Twitter, Inc.
TWTR
| $873M | 0.37% | +13,708,581 | New | +$873M |
|
42
AT&T
T
$209B
| $870M | 0.37% | 24,735,117 +328,431 | +1% | +$11.5M |
|
43
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
| $835M | 0.36% | 16,430,724 +3,539,928 | +27% | +$180M |
|
44
Financial Select Sector SPDR Fund
XLF
$54.1B
| $815M | 0.35% | 37,304,321 +4,890,566 | +15% | +$107M |
|
45
Wells Fargo
WFC
$263B
| $805M | 0.34% | 17,732,118 -7,668,454 | -30% | -$348M |
|
46
Berkshire Hathaway Class B
BRK.B
$1.09T
| $795M | 0.34% | 6,709,342 +832,434 | +14% | +$98.7M |
|
47
IBM
IBM
$227B
| $781M | 0.33% | 4,161,543 -581,446 | -12% | -$109M |
|
|
48
iShares China Large-Cap ETF
FXI
$6.65B
| $773M | 0.33% | 20,147,394 -24,686,555 | -55% | -$947M |
|
49
Honeywell
HON
$139B
| $758M | 0.32% | 8,298,283 -277,380 | -3% | -$25.3M |
|
50
Bristol-Myers Squibb
BMY
$96B
| $756M | 0.32% | 14,227,509 +313,516 | +2% | +$16.7M |
|