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 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.75B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 3 |
AbbVie
ABBV
|
$2B |
| 4 |
Wells Fargo
WFC
|
$1.04B |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
Top Sells
| 1 |
Trip.com Group
TCOM
|
$567M |
| 2 |
CIM
Chimera Investment
CIM
|
$321M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$284M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$271M |
| 5 |
Home Depot
HD
|
$255M |
Sector Composition
| 1 | Healthcare | 10.62% |
| 2 | Financials | 8.83% |
| 3 | Technology | 8.4% |
| 4 | Consumer Discretionary | 7.16% |
| 5 | Communication Services | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schlumberger
SLB
$53.6B
| $1.25B | 0.43% |
14,505,564
+1,850,243
| +15% | +$159M |
|
27
RTX Corp
RTX
$212B
| $1.23B | 0.43% |
11,061,032
+1,571,167
| +17% | +$174M |
|
28
Blackstone
BX
$134B
| $1.22B | 0.42% |
29,943,761
-47,094
| -0.2% | -$1.92M |
|
29
Starbucks
SBUX
$102B
| $1.19B | 0.41% |
22,227,331
+11,324,094
| +104% | +$607M |
|
30
Williams Companies
WMB
$70.7B
| $1.19B | 0.41% |
20,687,710
-104,797
| -0.5% | -$6.01M |
|
31
Philip Morris
PM
$260B
| $1.17B | 0.41% |
14,601,219
-1,669,047
| -10% | -$134M |
|
32
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.15B | 0.4% |
15,517,151
-188,008
| -1% | -$14M |
|
|
LNKD
33
DELISTED
LinkedIn Corporation
LNKD
| $1.15B | 0.4% |
5,560,253
+860,203
| +18% | +$178M |
|
34
Equity Residential
EQR
$25.3B
| $1.14B | 0.4% |
16,291,328
+495,837
| +3% | +$34.8M |
|
35
Pfizer
PFE
$142B
| $1.14B | 0.4% |
34,049,207
-1,095,484
| -3% | -$36.7M |
|
|
TWTR
36
DELISTED
Twitter, Inc.
TWTR
| $1.11B | 0.39% |
30,736,405
+329,763
| +1% | +$11.9M |
|
37
Tesla
TSLA
$1.06T
| $1.11B | 0.38% |
4,125,206
-419,573
| -9% | -$113M |
|
38
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.07B | 0.37% |
9,405,379
-1,101,722
| -10% | -$125M |
|
39
Mastercard
MA
$535B
| $1.04B | 0.36% |
11,156,292
-602,655
| -5% | -$56.3M |
|
40
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.04B | 0.36% |
16,422,570
+4,134,217
| +34% | +$262M |
|
41
Amgen
AMGN
$155B
| $1.04B | 0.36% |
6,754,122
+483,825
| +8% | +$74.3M |
|
42
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $1.03B | 0.36% |
25,207,922
+1,267,072
| +5% | +$51.8M |
|
43
Financial Select Sector SPDR Fund
XLF
$53.7B
| $1.02B | 0.35% |
41,695,740
+11,553,063
| +38% | +$282M |
|
|
TWX
44
DELISTED
Time Warner Inc
TWX
| $1B | 0.35% |
11,488,386
-1,146,658
| -9% | -$100M |
|
45
Invesco QQQ Trust
QQQ
$361B
| $998M | 0.35% |
9,321,254
+339,893
| +4% | +$36.4M |
|
46
Vanguard FTSE Europe ETF
VGK
$26.5B
| $997M | 0.35% |
18,478,316
+2,440,878
| +15% | +$132M |
|
47
CVS Health
CVS
$94B
| $975M | 0.34% |
9,295,398
-329,527
| -3% | -$34.6M |
|
48
Blackrock
BLK
$175B
| $969M | 0.34% |
2,801,082
+245,603
| +10% | +$85M |
|
49
AT&T
T
$208B
| $968M | 0.34% |
27,244,379
-455,354
| -2% | -$16.2M |
|
50
Exxon Mobil
XOM
$489B
| $961M | 0.33% |
11,552,389
-291,362
| -2% | -$24.2M |
|