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
|
$4.35B |
| 2 |
Apple
AAPL
|
$951M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$722M |
| 4 |
Invesco QQQ Trust
QQQ
|
$687M |
| 5 |
Alibaba
BABA
|
$569M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.47B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$663M |
| 3 |
S&P Global
SPGI
|
$456M |
| 4 |
GE Aerospace
GE
|
$438M |
| 5 |
SPDR Gold Trust
GLD
|
$419M |
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 10.16% |
| 3 | Consumer Discretionary | 8.05% |
| 4 | Healthcare | 7.74% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Union Pacific
UNP
$133B
| $1.8B | 0.49% | 13,448,727 +2,575,777 | +24% | +$345M |
|
27
Bank of America
BAC
$376B
| $1.77B | 0.49% | 60,091,481 +718,514 | +1% | +$21.2M |
|
28
IBM
IBM
$227B
| $1.73B | 0.47% | 11,277,723 -1,596,963 | -12% | -$245M |
|
29
Philip Morris
PM
$260B
| $1.71B | 0.47% | 16,182,591 -1,715,487 | -10% | -$181M |
|
30
Home Depot
HD
$405B
| $1.68B | 0.46% | 8,847,514 +341,027 | +4% | +$64.6M |
|
31
Boeing
BA
$177B
| $1.6B | 0.44% | 5,430,130 +226,386 | +4% | +$66.8M |
|
32
Nike
NKE
$114B
| $1.56B | 0.43% | 24,969,718 +427,541 | +2% | +$26.7M |
|
33
Wells Fargo
WFC
$263B
| $1.56B | 0.43% | 25,714,545 +242,555 | +1% | +$14.7M |
|
34
Intel
INTC
$107B
| $1.56B | 0.43% | 33,779,678 -628,270 | -2% | -$29M |
|
35
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.56B | 0.43% | 10,202,372 -559,020 | -5% | -$85.4M |
|
36
Coca-Cola
KO
$297B
| $1.52B | 0.42% | 33,081,156 -1,580,233 | -5% | -$72.5M |
|
37
Amgen
AMGN
$155B
| $1.5B | 0.41% | 8,635,931 -78,606 | -0.9% | -$13.7M |
|
38
Salesforce
CRM
$245B
| $1.5B | 0.41% | 14,659,996 -926,487 | -6% | -$94.7M |
|
39
Simon Property Group
SPG
$59B
| $1.49B | 0.41% | 8,661,540 +303,219 | +4% | +$52.1M |
|
40
Procter & Gamble
PG
$368B
| $1.46B | 0.4% | 15,892,283 +315,688 | +2% | +$29M |
|
41
Exxon Mobil
XOM
$487B
| $1.41B | 0.39% | 16,817,999 -2,336,538 | -12% | -$195M |
|
42
Cisco
CSCO
$274B
| $1.4B | 0.38% | 36,559,585 -3,171,750 | -8% | -$121M |
|
43
Citigroup
C
$178B
| $1.35B | 0.37% | 18,119,428 +1,491,463 | +9% | +$111M |
|
44
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.3B | 0.36% | 29,033,356 -273,187 | -0.9% | -$12.3M |
|
45
Blackstone
BX
$134B
| $1.3B | 0.36% | 40,659,220 +3,636,960 | +10% | +$116M |
|
46
Booking.com
BKNG
$181B
| $1.3B | 0.36% | 748,597 +45,553 | +6% | +$79.2M |
|
47
Walmart
WMT
$774B
| $1.3B | 0.36% | 13,152,945 +411,508 | +3% | +$40.6M |
|
48
Vanguard FTSE Europe ETF
VGK
$26.8B
| $1.28B | 0.35% | 21,573,024 +776,322 | +4% | +$45.9M |
|
49
iShares Core S&P 500 ETF
IVV
$662B
| $1.27B | 0.35% | 4,728,288 -505,646 | -10% | -$136M |
|
50
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.27B | 0.35% | 27,620,472 -3,055,490 | -10% | -$140M |
|