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 |
Chevron
CVX
|
$441M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$424M |
| 3 |
RTX Corp
RTX
|
$403M |
| 4 |
RAI
Reynolds American Inc
RAI
|
$384M |
| 5 |
SPDR S&P Retail ETF
XRT
|
$372M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.51B |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$1.67B |
| 3 |
Apple
AAPL
|
$1.34B |
| 4 |
LNKD
LinkedIn Corporation
LNKD
|
$717M |
| 5 |
MJN
Mead Johnson Nutrition Company
MJN
|
$600M |
Sector Composition
| 1 | Financials | 9.92% |
| 2 | Technology | 8.97% |
| 3 | Healthcare | 7.72% |
| 4 | Consumer Discretionary | 7.11% |
| 5 | Industrials | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Comcast
CMCSA
$125B
| $944M | 0.31% |
13,671,589
-1,022,888
| -7% | -$70.6M |
|
52
Energy Transfer Partners
ET
$60.8B
| $934M | 0.31% |
48,393,355
-9,993,730
| -17% | -$193M |
|
53
iShares Russell 1000 Growth ETF
IWF
$116B
| $931M | 0.3% |
8,875,575
+677,524
| +8% | +$71.1M |
|
54
S&P Global
SPGI
$167B
| $929M | 0.3% |
8,641,583
+292,400
| +4% | +$31.4M |
|
55
Cisco
CSCO
$274B
| $920M | 0.3% |
30,437,107
+1,968,810
| +7% | +$59.5M |
|
56
Merck
MRK
$210B
| $918M | 0.3% |
15,590,924
+2,843,209
| +22% | +$167M |
|
57
Automatic Data Processing
ADP
$123B
| $913M | 0.3% |
8,887,047
-437,354
| -5% | -$45M |
|
58
Equity Residential
EQR
$25.3B
| $895M | 0.29% |
13,906,909
-210,007
| -1% | -$13.5M |
|
59
McDonald's
MCD
$224B
| $884M | 0.29% |
7,261,765
+1,506,416
| +26% | +$183M |
|
60
Vornado Realty Trust
VNO
$7.3B
| $876M | 0.29% |
8,397,760
-516,992
| -6% | -$54M |
|
61
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $862M | 0.28% |
24,097,283
-569,651
| -2% | -$20.4M |
|
62
iShares Russell 1000 Value ETF
IWD
$63.5B
| $860M | 0.28% |
7,672,303
+912,025
| +13% | +$102M |
|
63
Medtronic
MDT
$119B
| $851M | 0.28% |
11,946,613
+1,543,454
| +15% | +$110M |
|
64
Blackrock
BLK
$175B
| $848M | 0.28% |
2,227,301
-187,579
| -8% | -$71.4M |
|
65
Caterpillar
CAT
$196B
| $838M | 0.27% |
9,032,821
+1,925,714
| +27% | +$179M |
|
66
Blackstone
BX
$134B
| $836M | 0.27% |
30,930,907
-3,345,666
| -10% | -$90.4M |
|
67
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $832M | 0.27% |
22,762,290
+2,977,618
| +15% | +$109M |
|
68
AbbVie
ABBV
$372B
| $819M | 0.27% |
13,074,430
+21,781
| +0.2% | +$1.36M |
|
69
Bristol-Myers Squibb
BMY
$96B
| $811M | 0.27% |
13,871,762
-6,703,703
| -33% | -$392M |
|
70
Tesla
TSLA
$1.08T
| $810M | 0.27% |
3,792,206
-107,121
| -3% | -$22.9M |
|
71
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $784M | 0.26% |
4,744,185
+401,408
| +9% | +$66.4M |
|
72
Goldman Sachs
GS
$226B
| $776M | 0.25% |
3,241,090
-317,728
| -9% | -$76.1M |
|
73
Vanguard Growth ETF
VUG
$185B
| $772M | 0.25% |
6,921,957
+295,075
| +4% | +$32.9M |
|
74
Vanguard Value ETF
VTV
$144B
| $770M | 0.25% |
8,284,043
+356,734
| +5% | +$33.2M |
|
75
Alibaba
BABA
$322B
| $768M | 0.25% |
8,750,165
+2,290,513
| +35% | +$201M |
|