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 |
Intuitive Surgical
ISRG
|
$893M |
| 2 |
Qualcomm
QCOM
|
$844M |
| 3 |
Invesco QQQ Trust
QQQ
|
$809M |
| 4 |
Apple
AAPL
|
$779M |
| 5 |
Baxter International
BAX
|
$593M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.6B |
| 2 |
Wells Fargo
WFC
|
$890M |
| 3 |
KKR & Co
KKR
|
$464M |
| 4 |
Booking.com
BKNG
|
$404M |
| 5 |
Nike
NKE
|
$390M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Healthcare | 9.53% |
| 3 | Financials | 9.24% |
| 4 | Consumer Discretionary | 7.98% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Qualcomm
QCOM
$173B
| $1.36B | 0.34% | 18,891,278 +11,713,988 | +163% | +$844M |
|
52
Zoetis
ZTS
$69.3B
| $1.35B | 0.34% | 14,794,846 +20,235 | +0.1% | +$1.85M |
|
53
Veeva Systems
VEEV
$44B
| $1.35B | 0.34% | 12,433,452 -695,843 | -5% | -$75.8M |
|
54
NextEra Energy, Inc.
NEE
$148B
| $1.35B | 0.34% | 8,042,736 +791,424 | +11% | +$133M |
|
55
ServiceNow
NOW
$190B
| $1.33B | 0.33% | 6,796,128 +1,249,086 | +23% | +$244M |
|
56
Adobe
ADBE
$151B
| $1.31B | 0.33% | 4,858,611 +1,426,859 | +42% | +$385M |
|
57
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.28B | 0.32% | 21,169,186 +1,356,407 | +7% | +$81.7M |
|
58
PepsiCo
PEP
$204B
| $1.24B | 0.31% | 11,127,537 -261,504 | -2% | -$29.2M |
|
59
Lockheed Martin
LMT
$106B
| $1.24B | 0.31% | 3,587,085 +105,749 | +3% | +$36.6M |
|
60
Walmart
WMT
$774B
| $1.24B | 0.31% | 13,213,649 -729,675 | -5% | -$68.5M |
|
61
Simon Property Group
SPG
$59B
| $1.23B | 0.31% | 6,938,822 -777,236 | -10% | -$137M |
|
62
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.23B | 0.31% | 10,586,449 +1,014,231 | +11% | +$117M |
|
63
Vanguard Growth ETF
VUG
$185B
| $1.21B | 0.3% | 7,543,009 -275,759 | -4% | -$44.4M |
|
64
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.21B | 0.3% | 44,038,635 -5,788,040 | -12% | -$160M |
|
65
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.21B | 0.3% | 13,859,954 +144,271 | +1% | +$12.6M |
|
66
Vanguard Value ETF
VTV
$144B
| $1.2B | 0.3% | 10,797,321 +884,531 | +9% | +$97.9M |
|
67
Intel
INTC
$107B
| $1.19B | 0.3% | 25,260,727 -3,046,646 | -11% | -$144M |
|
68
Altria Group
MO
$113B
| $1.19B | 0.3% | 19,755,741 +3,293,877 | +20% | +$199M |
|
69
Citigroup
C
$178B
| $1.19B | 0.3% | 16,607,640 +79,843 | +0.5% | +$5.73M |
|
70
iShares MSCI EAFE ETF
EFA
$66B
| $1.19B | 0.3% | 17,492,105 -2,492,350 | -12% | -$169M |
|
71
Blackstone
BX
$134B
| $1.19B | 0.3% | 31,144,347 +273,178 | +0.9% | +$10.4M |
|
72
Merck
MRK
$210B
| $1.18B | 0.29% | 16,567,001 +661,167 | +4% | +$46.9M |
|
73
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.17B | 0.29% | 27,247,588 +339,789 | +1% | +$14.6M |
|
74
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.16B | 0.29% | 5,772,102 +53,583 | +0.9% | +$10.8M |
|
75
Automatic Data Processing
ADP
$123B
| $1.15B | 0.29% | 7,626,693 -45,091 | -0.6% | -$6.79M |
|