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 Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.26B | 0.38% | 32,215,541 +4,967,953 | +18% | +$194M |
|
52
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.21B | 0.36% | 9,260,794 +335,482 | +4% | +$43.9M |
|
53
Vanguard Value ETF
VTV
$144B
| $1.2B | 0.36% | 12,267,635 +1,470,314 | +14% | +$144M |
|
|
54
SPDR Gold Trust
GLD
$107B
| $1.19B | 0.36% | 9,783,073 +4,733,600 | +94% | +$574M |
|
55
AbbVie
ABBV
$372B
| $1.19B | 0.35% | 12,859,826 +821,082 | +7% | +$75.7M |
|
56
Zoetis
ZTS
$69.3B
| $1.17B | 0.35% | 13,657,865 -1,136,981 | -8% | -$97.3M |
|
57
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $1.14B | 0.34% | 21,496,817 +1,878,639 | +10% | +$99.4M |
|
58
Vanguard S&P 500 ETF
VOO
$726B
| $1.12B | 0.34% | 4,893,599 +603,791 | +14% | +$139M |
|
59
Exxon Mobil
XOM
$487B
| $1.12B | 0.34% | 16,469,998 -5,552,733 | -25% | -$379M |
|
60
iShares MSCI EAFE ETF
EFA
$66B
| $1.12B | 0.33% | 18,991,718 +1,499,613 | +9% | +$88.1M |
|
61
Veeva Systems
VEEV
$44B
| $1.11B | 0.33% | 12,472,784 +39,332 | +0.3% | +$3.51M |
|
62
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.09B | 0.33% | 10,816,501 +230,052 | +2% | +$23.3M |
|
63
Vanguard Growth ETF
VUG
$185B
| $1.06B | 0.32% | 7,915,076 +372,067 | +5% | +$50M |
|
64
Financial Select Sector SPDR Fund
XLF
$54.1B
| $1.05B | 0.31% | 44,077,611 +38,976 | +0.1% | +$928K |
|
65
IBM
IBM
$227B
| $1.05B | 0.31% | 9,229,242 -4,360,533 | -32% | -$496M |
|
66
Walmart
WMT
$774B
| $1.04B | 0.31% | 11,169,105 -2,044,544 | -15% | -$190M |
|
67
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.04B | 0.31% | 18,898,115 +1,645,635 | +10% | +$90.5M |
|
68
Intel
INTC
$107B
| $1.04B | 0.31% | 22,072,166 -3,188,561 | -13% | -$150M |
|
69
Automatic Data Processing
ADP
$123B
| $1.02B | 0.31% | 7,804,874 +178,181 | +2% | +$23.4M |
|
70
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.02B | 0.3% | 9,159,559 +1,303,896 | +17% | +$145M |
|
71
McDonald's
MCD
$224B
| $1.02B | 0.3% | 5,716,980 -127,967 | -2% | -$22.7M |
|
72
Vanguard Total Stock Market ETF
VTI
$526B
| $1.01B | 0.3% | 7,919,161 +1,271,794 | +19% | +$162M |
|
73
Thermo Fisher Scientific
TMO
$186B
| $1.01B | 0.3% | 4,514,661 +27,846 | +0.6% | +$6.23M |
|
74
DuPont de Nemours
DD
$32.2B
| $1.01B | 0.3% | 18,872,895 -2,469,205 | -12% | -$132M |
|
75
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.01B | 0.3% | 6,054,700 +282,598 | +5% | +$46.9M |
|