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 |
TWTR
Twitter, Inc.
TWTR
|
$873M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$802M |
| 3 |
Apple
AAPL
|
$763M |
| 4 |
Hilton Worldwide
HLT
|
$587M |
| 5 |
Williams Companies
WMB
|
$368M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.44B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$947M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$927M |
| 4 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$394M |
| 5 |
NVE
NV ENERGY, INC
NVE
|
$378M |
Sector Composition
| 1 | Technology | 9.16% |
| 2 | Financials | 8.97% |
| 3 | Healthcare | 7.57% |
| 4 | Energy | 7% |
| 5 | Consumer Discretionary | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $738M | 0.31% | 14,128,379 +531,244 | +4% | +$27.8M |
|
52
Groupon
GRPN
$1.06B
| $722M | 0.31% | 61,342,918 +1,334,422 | +2% | +$15.7M |
|
53
Bank of America
BAC
$376B
| $721M | 0.31% | 46,281,991 +2,193,382 | +5% | +$34.2M |
|
54
Progressive
PGR
$145B
| $712M | 0.3% | 26,108,979 -74,759 | -0.3% | -$2.04M |
|
55
Starbucks
SBUX
$100B
| $703M | 0.3% | 8,966,804 +1,078,328 | +14% | +$84.5M |
|
56
Walt Disney
DIS
$213B
| $693M | 0.29% | 9,070,118 -139,448 | -2% | -$10.7M |
|
57
Vornado Realty Trust
VNO
$7.3B
| $692M | 0.29% | 7,790,250 -84,723 | -1% | -$7.52M |
|
|
NBIS
58
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $681M | 0.29% | 15,771,200 -2,024,271 | -11% | -$87.3M |
|
59
Blackrock
BLK
$175B
| $673M | 0.29% | 2,126,628 +224,378 | +12% | +$71M |
|
60
Intuitive Surgical
ISRG
$170B
| $673M | 0.29% | 1,751,182 +60,169 | +4% | +$23.1M |
|
61
Coca-Cola
KO
$297B
| $660M | 0.28% | 15,978,389 +255,983 | +2% | +$10.6M |
|
62
Verizon
VZ
$186B
| $658M | 0.28% | 13,399,104 -18,512 | -0.1% | -$910K |
|
63
Energy Select Sector SPDR Fund
XLE
$27.6B
| $655M | 0.28% | 7,402,778 +431,114 | +6% | +$38.2M |
|
64
Schlumberger
SLB
$55B
| $648M | 0.28% | 7,189,209 +197,955 | +3% | +$17.8M |
|
|
LNKD
65
DELISTED
LinkedIn Corporation
LNKD
| $645M | 0.27% | 2,976,484 +103,068 | +4% | +$22.3M |
|
|
DD
66
DELISTED
Du Pont De Nemours E I
DD
| $641M | 0.27% | 9,872,616 -809,511 | -8% | -$52.6M |
|
67
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $636M | 0.27% | 3,846,342 -275,292 | -7% | -$45.6M |
|
|
ATHN
68
DELISTED
Athenahealth, Inc.
ATHN
| $629M | 0.27% | 4,676,019 -407,781 | -8% | -$54.8M |
|
69
iShares S&P 500 Value ETF
IVE
$41.2B
| $611M | 0.26% | 7,154,825 +134,546 | +2% | +$11.5M |
|
70
MSCI
MSCI
$43.9B
| $610M | 0.26% | 13,950,980 -944,151 | -6% | -$41.3M |
|
71
KKR & Co
KKR
$124B
| $605M | 0.26% | 24,866,581 +3,372,664 | +16% | +$82.1M |
|
72
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $604M | 0.26% | 10,903,193 +2,645,739 | +32% | +$147M |
|
73
Cisco
CSCO
$274B
| $601M | 0.26% | 26,792,480 -2,235,262 | -8% | -$50.1M |
|
74
McDonald's
MCD
$224B
| $599M | 0.26% | 6,177,419 +188,947 | +3% | +$18.3M |
|
|
SLH
75
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $596M | 0.25% | 8,422,846 -1,235,855 | -13% | -$87.4M |
|