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
|
$1.12B |
| 2 |
S&P Global
SPGI
|
$1B |
| 3 |
GE Aerospace
GE
|
$704M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$465M |
| 5 |
Enterprise Products Partners
EPD
|
$408M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$807M |
| 2 |
SNDK
SANDISK CORP
SNDK
|
$617M |
| 3 |
Monster Beverage
MNST
|
$579M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$552M |
| 5 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$544M |
Sector Composition
| 1 | Healthcare | 8.93% |
| 2 | Technology | 8.7% |
| 3 | Financials | 8.37% |
| 4 | Communication Services | 6.94% |
| 5 | Consumer Staples | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Value ETF
IVE
$41.2B
| $882M | 0.32% | 9,495,729 +592,611 | +7% | +$55.1M |
|
|
LNKD
52
DELISTED
LinkedIn Corporation
LNKD
| $862M | 0.31% | 4,552,368 -2,039,872 | -31% | -$386M |
|
|
MJN
53
DELISTED
Mead Johnson Nutrition Company
MJN
| $853M | 0.31% | 9,395,408 -199,840 | -2% | -$18.1M |
|
54
Merck
MRK
$210B
| $851M | 0.31% | 14,773,149 +3,355,548 | +29% | +$193M |
|
55
Starbucks
SBUX
$100B
| $850M | 0.31% | 14,874,342 +870,818 | +6% | +$49.7M |
|
56
iShares Core S&P 500 ETF
IVV
$662B
| $834M | 0.3% | 3,961,672 +293,101 | +8% | +$61.7M |
|
57
Tesla
TSLA
$1.08T
| $831M | 0.3% | 3,916,017 +157,217 | +4% | +$33.4M |
|
58
iShares MSCI Japan ETF
EWJ
$15.3B
| $821M | 0.3% | 71,429,281 -17,662,805 | -20% | -$203M |
|
59
Blackrock
BLK
$175B
| $809M | 0.29% | 2,361,095 -208,295 | -8% | -$71.3M |
|
60
iShares Russell 1000 Growth ETF
IWF
$116B
| $806M | 0.29% | 8,035,577 +298,251 | +4% | +$29.9M |
|
61
Automatic Data Processing
ADP
$123B
| $805M | 0.29% | 8,762,531 +1,109,907 | +15% | +$102M |
|
62
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $795M | 0.29% | 22,573,891 +584,536 | +3% | +$20.6M |
|
63
Energy Select Sector SPDR Fund
XLE
$27.6B
| $793M | 0.29% | 11,623,642 -1,187,400 | -9% | -$81M |
|
64
Crown Castle
CCI
$43.2B
| $789M | 0.29% | 7,783,655 -978,659 | -11% | -$99.3M |
|
65
Gilead Sciences
GILD
$140B
| $786M | 0.28% | 9,425,170 -248,376 | -3% | -$20.7M |
|
66
Walmart
WMT
$774B
| $784M | 0.28% | 10,733,264 +2,151,522 | +25% | +$157M |
|
67
NextEra Energy, Inc.
NEE
$148B
| $782M | 0.28% | 5,997,822 -1,074,626 | -15% | -$140M |
|
68
Intuitive Surgical
ISRG
$170B
| $778M | 0.28% | 1,176,209 -144,758 | -11% | -$95.7M |
|
|
69
VanEck Gold Miners ETF
GDX
$19B
| $774M | 0.28% | 27,922,902 +16,767,003 | +150% | +$465M |
|
70
Zoetis
ZTS
$69.3B
| $773M | 0.28% | 16,288,605 -522,779 | -3% | -$24.8M |
|
71
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $762M | 0.28% | 6,205,049 +527,019 | +9% | +$64.7M |
|
72
SPDR Gold Trust
GLD
$107B
| $758M | 0.27% | 5,994,943 +1,572,888 | +36% | +$199M |
|
73
Bank of America
BAC
$376B
| $757M | 0.27% | 57,053,433 -3,057,848 | -5% | -$40.6M |
|
74
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $757M | 0.27% | 8,937,238 +3,474,081 | +64% | +$294M |
|
75
AbbVie
ABBV
$372B
| $753M | 0.27% | 12,157,955 +471,647 | +4% | +$29.2M |
|