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 |
iShares Russell 2000 ETF
IWM
|
$1.25B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.21B |
| 3 |
SPDR Gold Trust
GLD
|
$708M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$633M |
| 5 |
Abbott
ABT
|
$456M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.29B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$910M |
| 3 |
TransDigm Group
TDG
|
$868M |
| 4 |
Invesco QQQ Trust
QQQ
|
$575M |
| 5 |
MPLX
MPLX
|
$568M |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Financials | 10.07% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Accenture
ACN
$158B
| $1.76B | 0.49% |
11,471,478
-1,782,895
| -13% | -$274M |
|
27
Honeywell
HON
$136B
| $1.74B | 0.48% |
12,554,803
-888,379
| -7% | -$123M |
|
28
AT&T
T
$208B
| $1.72B | 0.48% |
63,811,648
-5,224,349
| -8% | -$141M |
|
29
Bank of America
BAC
$371B
| $1.69B | 0.47% |
56,411,013
-3,680,468
| -6% | -$110M |
|
30
Salesforce
CRM
$245B
| $1.66B | 0.46% |
14,281,424
-378,572
| -3% | -$44M |
|
31
Coca-Cola
KO
$297B
| $1.63B | 0.45% |
37,622,541
+4,541,385
| +14% | +$197M |
|
32
Verizon
VZ
$184B
| $1.61B | 0.45% |
33,639,612
-2,470,077
| -7% | -$118M |
|
33
Vanguard FTSE Europe ETF
VGK
$26.6B
| $1.58B | 0.44% |
27,219,842
+5,646,818
| +26% | +$328M |
|
34
Booking.com
BKNG
$181B
| $1.58B | 0.44% |
758,912
+10,315
| +1% | +$21.5M |
|
35
Intel
INTC
$105B
| $1.56B | 0.43% |
30,043,624
-3,736,054
| -11% | -$195M |
|
|
ATVI
36
DELISTED
Activision Blizzard Inc.
ATVI
| $1.56B | 0.43% |
23,186,798
+9,381,446
| +68% | +$633M |
|
37
Home Depot
HD
$406B
| $1.55B | 0.43% |
8,695,805
-151,709
| -2% | -$27M |
|
38
Amgen
AMGN
$153B
| $1.54B | 0.43% |
9,019,386
+383,455
| +4% | +$65.4M |
|
39
Boeing
BA
$176B
| $1.52B | 0.42% |
4,634,340
-795,790
| -15% | -$261M |
|
40
iShares S&P 500 Growth ETF
IVW
$63.2B
| $1.51B | 0.42% |
38,940,636
-1,868,852
| -5% | -$72.5M |
|
41
PepsiCo
PEP
$203B
| $1.51B | 0.42% |
13,818,089
-1,454,358
| -10% | -$159M |
|
42
Exxon Mobil
XOM
$477B
| $1.42B | 0.39% |
18,986,164
+2,168,165
| +13% | +$162M |
|
43
Nike
NKE
$110B
| $1.41B | 0.39% |
21,252,702
-3,717,016
| -15% | -$247M |
|
44
Walmart
WMT
$793B
| $1.39B | 0.39% |
46,836,354
+7,377,519
| +19% | +$219M |
|
45
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.39B | 0.38% |
31,324,775
+2,291,419
| +8% | +$101M |
|
46
iShares Core S&P 500 ETF
IVV
$660B
| $1.37B | 0.38% |
5,181,264
+452,976
| +10% | +$120M |
|
|
TWTR
47
DELISTED
Twitter, Inc.
TWTR
| $1.37B | 0.38% |
47,212,515
+12,801,742
| +37% | +$371M |
|
48
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
| $1.35B | 0.38% |
28,756,766
+1,136,294
| +4% | +$53.4M |
|
49
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.35B | 0.37% |
22,225,797
+6,742,218
| +44% | +$409M |
|
50
Danaher
DHR
$143B
| $1.35B | 0.37% |
15,525,970
+2,702,803
| +21% | +$235M |
|