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 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.69B |
| 2 |
TAL Education Group
TAL
|
$659M |
| 3 |
RTX Corp
RTX
|
$656M |
| 4 |
NXP Semiconductors
NXPI
|
$614M |
| 5 |
Walt Disney
DIS
|
$506M |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
$1.46B |
| 2 |
KKR & Co
KKR
|
$645M |
| 3 |
Meta Platforms (Facebook)
META
|
$608M |
| 4 |
Mastercard
MA
|
$597M |
| 5 |
Visa
V
|
$521M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 9.93% |
| 3 | Healthcare | 8.25% |
| 4 | Consumer Discretionary | 7.16% |
| 5 | Industrials | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Blackstone
BX
$134B
| $1.24B | 0.37% |
37,022,260
+820,489
| +2% | +$27.4M |
|
52
Vanguard FTSE Europe ETF
VGK
$26.8B
| $1.21B | 0.36% |
20,796,702
+4,759,066
| +30% | +$278M |
|
53
Citigroup
C
$178B
| $1.21B | 0.36% |
16,627,965
+1,808,595
| +12% | +$132M |
|
54
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.16B | 0.35% |
10,718,010
-6,210
| -0.1% | -$670K |
|
55
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.12B | 0.33% |
43,242,276
-6,949,932
| -14% | -$180M |
|
56
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.12B | 0.33% |
8,935,287
-641,119
| -7% | -$80.2M |
|
57
Zoetis
ZTS
$69.3B
| $1.1B | 0.33% |
17,192,877
+1,761,099
| +11% | +$112M |
|
58
Vanguard Total Stock Market ETF
VTI
$526B
| $1.08B | 0.32% |
8,317,916
-73,779
| -0.9% | -$9.56M |
|
59
AbbVie
ABBV
$372B
| $1.07B | 0.32% |
12,051,203
-1,958,223
| -14% | -$174M |
|
|
60
NXP Semiconductors
NXPI
$59.2B
| $1.06B | 0.32% |
9,338,740
+5,431,763
| +139% | +$614M |
|
61
S&P Global
SPGI
$167B
| $1.02B | 0.3% |
6,513,079
-76,807
| -1% | -$12M |
|
62
Vanguard Growth ETF
VUG
$185B
| $1.01B | 0.3% |
7,629,580
-34,534
| -0.5% | -$4.58M |
|
63
Walmart
WMT
$774B
| $996M | 0.3% |
12,741,437
+4,670,530
| +58% | +$365M |
|
64
Altria Group
MO
$113B
| $994M | 0.3% |
15,674,628
-4,241,748
| -21% | -$269M |
|
65
SPDR Gold Trust
GLD
$107B
| $970M | 0.29% |
7,979,956
+3,377,318
| +73% | +$411M |
|
66
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $963M | 0.29% |
5,382,548
+121,499
| +2% | +$21.7M |
|
67
Merck
MRK
$210B
| $959M | 0.29% |
14,972,932
+323,120
| +2% | +$20.7M |
|
68
Vanguard Value ETF
VTV
$144B
| $954M | 0.29% |
9,558,359
-159,927
| -2% | -$16M |
|
69
Schlumberger
SLB
$55B
| $954M | 0.29% |
13,675,260
-1,891,826
| -12% | -$132M |
|
70
Vanguard S&P 500 ETF
VOO
$726B
| $939M | 0.28% |
4,069,947
+60,666
| +2% | +$14M |
|
71
McDonald's
MCD
$224B
| $921M | 0.28% |
5,880,294
+189,826
| +3% | +$29.7M |
|
72
Bristol-Myers Squibb
BMY
$96B
| $898M | 0.27% |
14,086,219
-1,317,638
| -9% | -$84M |
|
73
NextEra Energy, Inc.
NEE
$148B
| $882M | 0.26% |
6,018,232
+968,706
| +19% | +$142M |
|
74
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
| $881M | 0.26% |
19,247,070
+6,427,443
| +50% | +$294M |
|
75
iShares Russell 1000 Value ETF
IWD
$63.5B
| $879M | 0.26% |
7,419,640
-221,614
| -3% | -$26.3M |
|