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 |
Altria Group
MO
|
$634M |
| 4 |
Kraft Heinz
KHC
|
$533M |
| 5 |
Netflix
NFLX
|
$506M |
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 | |
|---|---|---|---|---|---|---|
6901
China Natural Resources
CHNR
$5.08M
| – | – |
-43
| Closed | – |
|
6902
IF Bancorp
IROQ
$82.3M
| – | – |
-8
| Closed | – |
|
6903
Jaguar Health
JAGX
$3.65M
| – | – |
0
-15
| -100% | – |
|