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 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$609M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$593M |
| 3 |
IBM
IBM
|
$449M |
| 4 |
Marathon Petroleum
MPC
|
$355M |
| 5 |
Wells Fargo
WFC
|
$334M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$791M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$736M |
| 3 |
Mondelez International
MDLZ
|
$493M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$462M |
| 5 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$391M |
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.77% |
| 4 | Communication Services | 7% |
| 5 | Consumer Discretionary | 6.79% |