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 |
Apple
AAPL
|
$3.31B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.27B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$878M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$763M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
$360M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$434M |
| 3 |
Akamai
AKAM
|
$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Qualcomm
QCOM
$173B
| $1.03B | 0.4% |
13,016,271
+422,025
| +3% | +$33.4M |
|
27
Pfizer
PFE
$141B
| $1.02B | 0.4% |
34,413,509
+3,298,956
| +11% | +$97.9M |
|
|
MJN
28
DELISTED
Mead Johnson Nutrition Company
MJN
| $1.02B | 0.4% |
10,957,050
-457,305
| -4% | -$42.6M |
|
29
Cencora
COR
$56.5B
| $1.02B | 0.4% |
14,024,849
-1,118,312
| -7% | -$81.3M |
|
30
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.02B | 0.4% |
23,482,567
-1,514,355
| -6% | -$65.5M |
|
31
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.01B | 0.39% |
23,345,818
-278,578
| -1% | -$12M |
|
32
Mondelez International
MDLZ
$79.5B
| $1B | 0.39% |
26,710,661
-1,549,334
| -5% | -$58.3M |
|
33
Wells Fargo
WFC
$263B
| $997M | 0.39% |
18,967,357
+980,614
| +5% | +$51.5M |
|
34
Invesco QQQ Trust
QQQ
$364B
| $975M | 0.38% |
10,378,317
+1,882,617
| +22% | +$177M |
|
35
Tesla
TSLA
$1.08T
| $969M | 0.38% |
4,037,883
+331,282
| +9% | +$79.5M |
|
36
iShares S&P 500 Growth ETF
IVW
$63.1B
| $965M | 0.38% |
9,174,305
-594,629
| -6% | -$62.5M |
|
|
TWX
37
DELISTED
Time Warner Inc
TWX
| $951M | 0.37% |
13,533,333
+1,356,530
| +11% | +$95.3M |
|
38
Accenture
ACN
$162B
| $944M | 0.37% |
11,675,575
+623,101
| +6% | +$50.4M |
|
39
Blackstone
BX
$134B
| $938M | 0.37% |
28,038,934
-6,511,742
| -19% | -$218M |
|
40
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $913M | 0.36% |
20,623,366
+1,884,803
| +10% | +$83.4M |
|
41
Intuitive Surgical
ISRG
$170B
| $901M | 0.35% |
2,187,931
+255,699
| +13% | +$105M |
|
42
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
| $897M | 0.35% |
18,169,061
+1,234,995
| +7% | +$61M |
|
43
Mastercard
MA
$538B
| $894M | 0.35% |
12,168,217
-611,124
| -5% | -$44.9M |
|
44
3M
MMM
$82.8B
| $884M | 0.35% |
6,170,063
+110,800
| +2% | +$15.9M |
|
45
Schlumberger
SLB
$55B
| $881M | 0.35% |
7,470,161
+41,309
| +0.6% | +$4.87M |
|
46
AT&T
T
$209B
| $881M | 0.35% |
24,914,585
+741,006
| +3% | +$26.2M |
|
47
Intel
INTC
$107B
| $868M | 0.34% |
28,097,404
-6,783,719
| -19% | -$210M |
|
48
Bristol-Myers Squibb
BMY
$96B
| $868M | 0.34% |
17,884,404
+1,896,473
| +12% | +$92M |
|
49
Vornado Realty Trust
VNO
$7.3B
| $866M | 0.34% |
8,118,392
+382,195
| +5% | +$40.8M |
|
50
RTX Corp
RTX
$212B
| $860M | 0.34% |
7,448,548
-434,375
| -6% | -$50.1M |
|