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 Russell 2000 ETF
IWM
|
$1.25B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.21B |
| 3 |
SPDR Gold Trust
GLD
|
$708M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$633M |
| 5 |
Abbott
ABT
|
$456M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.29B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$910M |
| 3 |
TransDigm Group
TDG
|
$868M |
| 4 |
Invesco QQQ Trust
QQQ
|
$575M |
| 5 |
MPLX
MPLX
|
$568M |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Financials | 10.07% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
DuPont de Nemours
DD
$31.6B
| $1.34B | 0.37% |
21,001,490
+4,604,560
| +28% | +$293M |
|
52
Procter & Gamble
PG
$370B
| $1.33B | 0.37% |
16,713,239
+820,956
| +5% | +$65.1M |
|
53
Simon Property Group
SPG
$58.7B
| $1.32B | 0.37% |
8,545,606
-115,934
| -1% | -$17.9M |
|
54
Zoetis
ZTS
$67.6B
| $1.29B | 0.36% |
15,445,227
-1,291,474
| -8% | -$108M |
|
|
55
SPDR Gold Trust
GLD
$111B
| $1.29B | 0.36% |
10,223,509
+5,631,183
| +123% | +$708M |
|
|
56
iShares MSCI EAFE ETF
EFA
$65.4B
| $1.25B | 0.35% |
17,986,082
-13,064,748
| -42% | -$910M |
|
57
Financial Select Sector SPDR Fund
XLF
$53.6B
| $1.25B | 0.35% |
45,169,448
+1,984,152
| +5% | +$54.7M |
|
58
Citigroup
C
$175B
| $1.23B | 0.34% |
18,253,421
+133,993
| +0.7% | +$9.04M |
|
59
Wells Fargo
WFC
$258B
| $1.23B | 0.34% |
23,409,150
-2,305,395
| -9% | -$121M |
|
60
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.2B | 0.33% |
8,850,456
+151,661
| +2% | +$20.6M |
|
61
NextEra Energy, Inc.
NEE
$148B
| $1.16B | 0.32% |
7,097,318
+779,005
| +12% | +$127M |
|
62
TAL Education Group
TAL
$6.34B
| $1.14B | 0.32% |
30,846,394
+2,493,677
| +9% | +$92.5M |
|
63
Lockheed Martin
LMT
$105B
| $1.13B | 0.31% |
3,333,591
+975,187
| +41% | +$330M |
|
64
UnitedHealth
UNH
$279B
| $1.12B | 0.31% |
5,228,905
+354,120
| +7% | +$75.8M |
|
65
Vanguard Total Stock Market ETF
VTI
$524B
| $1.09B | 0.3% |
8,039,965
+1,047,229
| +15% | +$142M |
|
66
Vanguard Growth ETF
VUG
$185B
| $1.08B | 0.3% |
7,645,938
-29,624
| -0.4% | -$4.2M |
|
67
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.08B | 0.3% |
18,490,196
+2,843,065
| +18% | +$166M |
|
68
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $1.08B | 0.3% |
4,463,746
+1,395,300
| +45% | +$337M |
|
69
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.05B | 0.29% |
15,965,721
+2,480,015
| +18% | +$163M |
|
70
iShares S&P 500 Value ETF
IVE
$40.9B
| $1.04B | 0.29% |
9,520,916
-408,116
| -4% | -$44.6M |
|
71
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $1.04B | 0.29% |
5,528,477
+4,332
| +0.1% | +$813K |
|
72
AbbVie
ABBV
$374B
| $1.02B | 0.28% |
10,785,588
+393,689
| +4% | +$37.3M |
|
73
Vanguard Value ETF
VTV
$143B
| $1.01B | 0.28% |
9,824,312
+153,724
| +2% | +$15.9M |
|
74
Goldman Sachs
GS
$221B
| $999M | 0.28% |
3,966,628
+191,175
| +5% | +$48.1M |
|
75
Vanguard S&P 500 ETF
VOO
$724B
| $997M | 0.28% |
4,120,162
-155,394
| -4% | -$37.6M |
|