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
|
$4.35B |
| 2 |
Apple
AAPL
|
$951M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$722M |
| 4 |
Invesco QQQ Trust
QQQ
|
$687M |
| 5 |
Alibaba
BABA
|
$569M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.47B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$663M |
| 3 |
S&P Global
SPGI
|
$456M |
| 4 |
GE Aerospace
GE
|
$438M |
| 5 |
SPDR Gold Trust
GLD
|
$419M |
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Financials | 10.16% |
| 3 | Consumer Discretionary | 8.05% |
| 4 | Healthcare | 7.74% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Zoetis
ZTS
$69.3B
| $1.21B | 0.33% |
16,736,701
-456,176
| -3% | -$32.9M |
|
52
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.21B | 0.33% |
43,185,296
-56,980
| -0.1% | -$1.59M |
|
53
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.17B | 0.32% |
8,698,795
-236,492
| -3% | -$31.9M |
|
54
DuPont de Nemours
DD
$32.2B
| $1.17B | 0.32% |
16,396,930
+4,117,271
| +34% | +$293M |
|
55
Altria Group
MO
$113B
| $1.15B | 0.31% |
16,067,028
+392,400
| +3% | +$28M |
|
|
56
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.15B | 0.31% |
24,336,135
-31,267,785
| -56% | -$1.47B |
|
57
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.13B | 0.31% |
9,929,032
-788,978
| -7% | -$90.1M |
|
58
Vanguard Growth ETF
VUG
$185B
| $1.08B | 0.3% |
7,675,562
+45,982
| +0.6% | +$6.47M |
|
59
UnitedHealth
UNH
$281B
| $1.07B | 0.29% |
4,874,785
-1,569,109
| -24% | -$346M |
|
60
Danaher
DHR
$147B
| $1.06B | 0.29% |
11,368,056
+1,244,473
| +12% | +$116M |
|
61
Vanguard S&P 500 ETF
VOO
$726B
| $1.05B | 0.29% |
4,275,556
+205,609
| +5% | +$50.4M |
|
62
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.05B | 0.29% |
5,524,145
+141,597
| +3% | +$26.9M |
|
63
Costco
COST
$418B
| $1.05B | 0.29% |
5,626,220
+292,062
| +5% | +$54.4M |
|
64
McDonald's
MCD
$224B
| $1.04B | 0.29% |
6,071,304
+191,010
| +3% | +$32.9M |
|
|
65
GE Aerospace
GE
$292B
| $1.03B | 0.28% |
58,973,828
-25,126,850
| -30% | -$438M |
|
66
Vanguard Value ETF
VTV
$144B
| $1.03B | 0.28% |
9,670,588
+112,229
| +1% | +$11.9M |
|
67
AbbVie
ABBV
$372B
| $1.01B | 0.28% |
10,391,899
-1,659,304
| -14% | -$160M |
|
68
NextEra Energy, Inc.
NEE
$148B
| $987M | 0.27% |
6,318,313
+300,081
| +5% | +$46.9M |
|
69
Goldman Sachs
GS
$226B
| $962M | 0.26% |
3,775,453
+410,889
| +12% | +$105M |
|
70
Vanguard Total Stock Market ETF
VTI
$526B
| $960M | 0.26% |
6,992,736
-1,325,180
| -16% | -$182M |
|
71
Enterprise Products Partners
EPD
$69.6B
| $957M | 0.26% |
36,103,702
+5,222,883
| +17% | +$138M |
|
72
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $945M | 0.26% |
12,301,277
+805,087
| +7% | +$61.8M |
|
73
Bristol-Myers Squibb
BMY
$96B
| $944M | 0.26% |
15,403,056
+1,316,837
| +9% | +$80.7M |
|
74
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
| $928M | 0.25% |
19,441,230
+194,160
| +1% | +$9.27M |
|
75
iShares MSCI Japan ETF
EWJ
$15.3B
| $928M | 0.25% |
15,483,579
+4,971,481
| +47% | +$298M |
|