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 |
Mastercard
MA
|
$851M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$827M |
| 3 |
TWX
Time Warner Inc
TWX
|
$646M |
| 4 |
Verizon
VZ
|
$471M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$389M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09B |
| 2 |
Apple
AAPL
|
$726M |
| 3 |
Hilton Worldwide
HLT
|
$572M |
| 4 |
Keurig Dr Pepper
KDP
|
$474M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$438M |
Sector Composition
| 1 | Financials | 8.85% |
| 2 | Technology | 8.54% |
| 3 | Healthcare | 8.09% |
| 4 | Energy | 6.96% |
| 5 | Industrials | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$186B
| $611M | 0.26% |
5,081,658
+73,018
| +1% | +$8.78M |
|
|
LNKD
77
DELISTED
LinkedIn Corporation
LNKD
| $606M | 0.25% |
3,277,491
+301,007
| +10% | +$55.7M |
|
78
DuPont de Nemours
DD
$32.2B
| $592M | 0.25% |
12,193,342
+906,871
| +8% | +$44.1M |
|
79
Union Pacific
UNP
$133B
| $591M | 0.25% |
3,148,431
+233,947
| +8% | +$43.9M |
|
80
MSCI
MSCI
$43.9B
| $590M | 0.25% |
13,715,049
-235,931
| -2% | -$10.1M |
|
81
Cisco
CSCO
$268B
| $575M | 0.24% |
25,636,228
-1,156,252
| -4% | -$25.9M |
|
82
Bausch Health
BHC
$2.74B
| $574M | 0.24% |
4,355,243
+631,814
| +17% | +$83.3M |
|
83
iShares Russell 1000 Growth ETF
IWF
$115B
| $573M | 0.24% |
6,622,629
+9,928
| +0.2% | +$859K |
|
84
iShares MSCI Brazil ETF
EWZ
$5.35B
| $572M | 0.24% |
12,692,940
+3,579,084
| +39% | +$161M |
|
|
QIHU
85
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
| $560M | 0.23% |
5,619,412
-392,124
| -7% | -$39M |
|
86
Merck
MRK
$214B
| $556M | 0.23% |
9,789,045
+348,112
| +4% | +$19.8M |
|
87
AbbVie
ABBV
$374B
| $549M | 0.23% |
10,688,162
+1,110,966
| +12% | +$57.1M |
|
88
SPDR S&P Regional Banking ETF
KRE
$3.97B
| $546M | 0.23% |
13,187,558
-104,334
| -0.8% | -$4.32M |
|
89
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $542M | 0.23% |
6,764,167
-190,791
| -3% | -$15.3M |
|
90
Booking.com
BKNG
$181B
| $525M | 0.22% |
440,715
-3,962
| -0.9% | -$4.72M |
|
91
Salesforce
CRM
$242B
| $524M | 0.22% |
9,179,165
+1,493,894
| +19% | +$85.3M |
|
92
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $518M | 0.22% |
4,432,843
-260,576
| -6% | -$30.5M |
|
93
Public Storage
PSA
$51.7B
| $516M | 0.22% |
3,061,656
-92,704
| -3% | -$15.6M |
|
|
SLH
94
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $516M | 0.22% |
8,142,317
-280,529
| -3% | -$17.8M |
|
|
SDRL
95
DELISTED
Seadrill Limited Common Stock
SDRL
| $510M | 0.21% |
14,516,846
+1,567,223
| +12% | +$55.1M |
|
96
CVS Health
CVS
$94B
| $507M | 0.21% |
6,776,282
+333,827
| +5% | +$25M |
|
97
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $502M | 0.21% |
2,005,222
+1,092,808
| +120% | +$274M |
|
98
NextEra Energy, Inc.
NEE
$148B
| $501M | 0.21% |
5,237,666
+2,064,089
| +65% | +$197M |
|
99
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $498M | 0.21% |
3,622,398
+136,928
| +4% | +$18.8M |
|
100
Nike
NKE
$110B
| $491M | 0.21% |
6,641,330
+275,386
| +4% | +$20.3M |
|