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
|
$2.35B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
| 3 |
iShares US Real Estate ETF
IYR
|
$410M |
| 4 |
Blackstone
BX
|
$350M |
| 5 |
Wells Fargo
WFC
|
$334M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$723M |
| 2 |
Apple
AAPL
|
$637M |
| 3 |
Herbalife
HLF
|
$346M |
| 4 |
Salesforce
CRM
|
$330M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$310M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 8.65% |
| 3 | Energy | 6.63% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Staples | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vornado Realty Trust
VNO
$7.3B
| $662M | 0.31% | 7,874,973 -183,221 | -2% | -$15.4M |
|
|
NBIS
52
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $648M | 0.31% | 17,795,471 -706,241 | -4% | -$25.7M |
|
53
3M
MMM
$82.8B
| $646M | 0.31% | 5,412,530 +542,757 | +11% | +$64.8M |
|
54
Financial Select Sector SPDR Fund
XLF
$54.1B
| $645M | 0.31% | 32,413,755 -12,331,523 | -28% | -$245M |
|
55
Bristol-Myers Squibb
BMY
$96B
| $644M | 0.3% | 13,913,993 -283,810 | -2% | -$13.1M |
|
56
Intuitive Surgical
ISRG
$170B
| $636M | 0.3% | 1,691,013 +760,950 | +82% | +$286M |
|
57
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $631M | 0.3% | 13,597,135 -781,106 | -5% | -$36.2M |
|
58
Verizon
VZ
$186B
| $626M | 0.3% | 13,417,616 -1,019,872 | -7% | -$47.6M |
|
59
Invesco QQQ Trust
QQQ
$364B
| $626M | 0.3% | 7,932,588 -2,190,368 | -22% | -$173M |
|
|
DD
60
DELISTED
Du Pont De Nemours E I
DD
| $626M | 0.3% | 10,682,127 +423,694 | +4% | +$24.8M |
|
61
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $622M | 0.29% | 4,121,634 +22,370 | +0.5% | +$3.38M |
|
62
Healthpeak Properties
DOC
$12.5B
| $619M | 0.29% | 15,107,181 -464,198 | -3% | -$19M |
|
63
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
| $618M | 0.29% | 12,890,796 +3,163,743 | +33% | +$152M |
|
64
Schlumberger
SLB
$55B
| $618M | 0.29% | 6,991,254 -247,894 | -3% | -$21.9M |
|
65
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $614M | 0.29% | 5,404,592 -1,287,873 | -19% | -$146M |
|
66
Bank of America
BAC
$376B
| $608M | 0.29% | 44,088,609 +7,920,160 | +22% | +$109M |
|
67
Starbucks
SBUX
$100B
| $607M | 0.29% | 7,888,476 -816,045 | -9% | -$62.8M |
|
68
MSCI
MSCI
$43.9B
| $600M | 0.28% | 14,895,131 +687,638 | +5% | +$27.7M |
|
69
Coca-Cola
KO
$297B
| $596M | 0.28% | 15,722,406 +1,108,166 | +8% | +$42M |
|
70
Walt Disney
DIS
$213B
| $594M | 0.28% | 9,209,566 +113,058 | +1% | +$7.29M |
|
|
SDRL
71
DELISTED
Seadrill Limited Common Stock
SDRL
| $584M | 0.28% | 12,951,415 +75,306 | +0.6% | +$3.39M |
|
72
Energy Select Sector SPDR Fund
XLE
$27.6B
| $578M | 0.27% | 6,971,664 -631,881 | -8% | -$52.4M |
|
73
McDonald's
MCD
$224B
| $576M | 0.27% | 5,988,472 +156,613 | +3% | +$15.1M |
|
74
Vanguard Real Estate ETF
VNQ
$34.6B
| $574M | 0.27% | 8,673,940 -214,341 | -2% | -$14.2M |
|
75
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $565M | 0.27% | 15,852,093 +4,378,915 | +38% | +$156M |
|