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
|
$9.9B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.34B |
| 3 |
Netflix
NFLX
|
$877M |
| 4 |
Altria Group
MO
|
$634M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$607M |
Top Sells
| 1 |
AbbVie
ABBV
|
$1.21B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.2B |
| 3 |
Wells Fargo
WFC
|
$817M |
| 4 |
Qualcomm
QCOM
|
$697M |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$458M |
Sector Composition
| 1 | Healthcare | 9.07% |
| 2 | Financials | 8.9% |
| 3 | Technology | 7.5% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Communication Services | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Philip Morris
PM
$260B
| $1.13B | 0.42% |
14,216,613
-384,606
| -3% | -$30.5M |
|
27
Pfizer
PFE
$142B
| $1.12B | 0.41% |
35,733,497
+1,684,290
| +5% | +$52.9M |
|
28
Mondelez International
MDLZ
$80B
| $1.11B | 0.41% |
26,494,542
+3,866,651
| +17% | +$162M |
|
29
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
| $1.09B | 0.4% |
19,941,660
-641,335
| -3% | -$35M |
|
30
Mastercard
MA
$535B
| $1.08B | 0.4% |
11,971,829
+815,537
| +7% | +$73.5M |
|
|
31
Altria Group
MO
$113B
| $1.08B | 0.4% |
19,791,665
+11,648,036
| +143% | +$634M |
|
|
32
AbbVie
ABBV
$374B
| $1.05B | 0.39% |
19,251,639
-22,197,050
| -54% | -$1.21B |
|
33
WisdomTree Japan Hedged Equity Fund
DXJ
$3.74B
| $1.04B | 0.38% |
21,398,449
-2,495,627
| -10% | -$121M |
|
34
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.03B | 0.38% |
9,586,120
+180,741
| +2% | +$19.5M |
|
35
Home Depot
HD
$405B
| $1.03B | 0.38% |
8,933,997
+866,855
| +11% | +$100M |
|
36
Tesla
TSLA
$1.06T
| $1.03B | 0.38% |
4,134,052
+8,846
| +0.2% | +$2.2M |
|
37
Schlumberger
SLB
$53.6B
| $1B | 0.37% |
14,542,583
+37,019
| +0.3% | +$2.55M |
|
38
Blackstone
BX
$134B
| $1B | 0.37% |
31,657,022
+1,713,261
| +6% | +$54.3M |
|
|
TWTR
39
DELISTED
Twitter, Inc.
TWTR
| $993M | 0.37% |
36,851,239
+6,114,834
| +20% | +$165M |
|
40
iShares MSCI Japan ETF
EWJ
$15.3B
| $988M | 0.37% |
86,400,811
+15,843,620
| +22% | +$181M |
|
41
CVS Health
CVS
$94B
| $982M | 0.36% |
10,181,005
+885,607
| +10% | +$85.4M |
|
42
Berkshire Hathaway Class B
BRK.B
$1.08T
| $964M | 0.36% |
7,391,875
+780,482
| +12% | +$102M |
|
43
Chevron
CVX
$326B
| $964M | 0.36% |
12,218,413
-2,496,331
| -17% | -$197M |
|
44
Amgen
AMGN
$155B
| $960M | 0.35% |
6,943,046
+188,924
| +3% | +$26.1M |
|
45
Honeywell
HON
$138B
| $943M | 0.35% |
9,959,663
+1,606,064
| +19% | +$152M |
|
|
46
Netflix
NFLX
$516B
| $939M | 0.35% |
9,093,051
+8,493,638
| +1,417% | +$877M |
|
47
Illumina
ILMN
$15.8B
| $898M | 0.33% |
5,104,880
-656,240
| -11% | -$115M |
|
48
Nike
NKE
$110B
| $895M | 0.33% |
7,277,735
-314,723
| -4% | -$38.7M |
|
49
Vanguard FTSE Europe ETF
VGK
$26.5B
| $888M | 0.33% |
18,048,065
-430,251
| -2% | -$21.2M |
|
50
Bank of America
BAC
$373B
| $885M | 0.33% |
56,775,777
+10,672,412
| +23% | +$166M |
|