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
|
$6.83B |
| 2 |
Apple
AAPL
|
$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.45B |
| 4 |
Microsoft
MSFT
|
$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Progressive
PGR
$145B
| $626M | 0.32% |
+24,637,817
| New | +$626M |
|
52
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $613M | 0.31% |
+14,378,241
| New | +$613M |
|
53
Vanguard Real Estate ETF
VNQ
$34.1B
| $611M | 0.31% |
+8,888,281
| New | +$611M |
|
54
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $609M | 0.31% |
+4,099,264
| New | +$609M |
|
55
Energy Select Sector SPDR Fund
XLE
$27.7B
| $595M | 0.3% |
+7,603,545
| New | +$595M |
|
56
Coca-Cola
KO
$297B
| $586M | 0.3% |
+14,614,240
| New | +$586M |
|
57
Williams Companies
WMB
$70.7B
| $584M | 0.29% |
+17,993,985
| New | +$584M |
|
58
McDonald's
MCD
$224B
| $577M | 0.29% |
+5,831,859
| New | +$577M |
|
59
Walt Disney
DIS
$213B
| $574M | 0.29% |
+9,096,508
| New | +$574M |
|
60
Starbucks
SBUX
$102B
| $570M | 0.29% |
+8,704,521
| New | +$570M |
|
61
Cisco
CSCO
$268B
| $568M | 0.29% |
+23,329,170
| New | +$568M |
|
|
DD
62
DELISTED
Du Pont De Nemours E I
DD
| $539M | 0.27% |
+10,258,433
| New | +$539M |
|
63
iShares S&P 500 Value ETF
IVE
$40.9B
| $534M | 0.27% |
+7,041,640
| New | +$534M |
|
64
3M
MMM
$82.8B
| $533M | 0.27% |
+4,869,773
| New | +$533M |
|
65
Blackstone
BX
$134B
| $532M | 0.27% |
+25,259,859
| New | +$532M |
|
|
SLH
66
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $531M | 0.27% |
+9,538,772
| New | +$531M |
|
67
BP
BP
$90.8B
| $530M | 0.27% |
+12,697,708
| New | +$530M |
|
|
SDRL
68
DELISTED
Seadrill Limited Common Stock
SDRL
| $525M | 0.26% |
+12,876,109
| New | +$525M |
|
69
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.92B
| $524M | 0.26% |
+9,003,273
| New | +$524M |
|
70
Vodafone
VOD
$28.3B
| $524M | 0.26% |
+18,219,299
| New | +$524M |
|
71
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $523M | 0.26% |
+6,529,976
| New | +$523M |
|
72
Schlumberger
SLB
$53.6B
| $519M | 0.26% |
+7,239,148
| New | +$519M |
|
73
Host Hotels & Resorts
HST
$11.8B
| $515M | 0.26% |
+30,529,114
| New | +$515M |
|
74
AvalonBay Communities
AVB
$26.9B
| $512M | 0.26% |
+3,797,856
| New | +$512M |
|
|
NBIS
75
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $512M | 0.26% |
+18,501,712
| New | +$512M |
|