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 |
Visa
V
|
$1.34B |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$722M |
| 3 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$544M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$349M |
| 5 |
Home Depot
HD
|
$344M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.37B |
| 2 |
Wells Fargo
WFC
|
$768M |
| 3 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$631M |
| 4 |
Apple
AAPL
|
$586M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$545M |
Sector Composition
| 1 | Healthcare | 9.14% |
| 2 | Technology | 8.58% |
| 3 | Financials | 8.57% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Communication Services | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Workday
WDAY
$61.6B
| $715M | 0.26% | 8,473,459 -344,852 | -4% | -$29.1M |
|
77
American Express
AXP
$231B
| $700M | 0.26% | 8,965,419 +1,458,799 | +19% | +$114M |
|
78
iShares Biotechnology ETF
IBB
$5.6B
| $698M | 0.26% | 2,032,837 +251,957 | +14% | +$86.5M |
|
79
Capri Holdings
CPRI
$2.45B
| $697M | 0.26% | 10,606,543 -414,563 | -4% | -$27.3M |
|
80
Thermo Fisher Scientific
TMO
$186B
| $694M | 0.26% | 5,163,521 -237,372 | -4% | -$31.9M |
|
81
AvalonBay Communities
AVB
$27.9B
| $691M | 0.25% | 3,966,730 +1,088 | +0% | +$190K |
|
82
UnitedHealth
UNH
$281B
| $688M | 0.25% | 5,814,686 +201,764 | +4% | +$23.9M |
|
83
iShares S&P 500 Value ETF
IVE
$41.2B
| $683M | 0.25% | 7,380,875 +71,800 | +1% | +$6.65M |
|
84
AbbVie
ABBV
$372B
| $682M | 0.25% | 11,651,830 -1,570,148 | -12% | -$91.9M |
|
85
Salesforce
CRM
$245B
| $672M | 0.25% | 10,051,605 +69,037 | +0.7% | +$4.61M |
|
86
Intel
INTC
$107B
| $666M | 0.25% | 21,312,967 -2,135,562 | -9% | -$66.8M |
|
87
iShares Core S&P 500 ETF
IVV
$662B
| $664M | 0.24% | 3,196,646 +159,225 | +5% | +$33.1M |
|
88
Coca-Cola
KO
$297B
| $651M | 0.24% | 16,063,898 +688,864 | +4% | +$27.9M |
|
89
Costco
COST
$418B
| $650M | 0.24% | 4,290,060 -1,077,206 | -20% | -$163M |
|
|
MON
90
DELISTED
Monsanto Co
MON
| $647M | 0.24% | 5,748,670 -196,529 | -3% | -$22.1M |
|
91
Boeing
BA
$177B
| $643M | 0.24% | 4,287,249 -215,732 | -5% | -$32.4M |
|
92
Bausch Health
BHC
$2.74B
| $642M | 0.24% | 3,234,610 -260,540 | -7% | -$51.7M |
|
93
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $642M | 0.24% | 4,221,491 +507,491 | +14% | +$77.1M |
|
|
WBA
94
DELISTED
Walgreens Boots Alliance
WBA
| $639M | 0.24% | 7,551,097 +74,377 | +1% | +$6.3M |
|
95
Crown Castle
CCI
$43.2B
| $630M | 0.23% | 7,637,946 +1,690,465 | +28% | +$140M |
|
96
Vanguard Growth ETF
VUG
$185B
| $629M | 0.23% | 6,014,622 +317,096 | +6% | +$33.2M |
|
97
Prudential Financial
PRU
$38.6B
| $623M | 0.23% | 7,753,968 +901,246 | +13% | +$72.4M |
|
98
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $623M | 0.23% | 7,682,770 -834,235 | -10% | -$67.6M |
|
99
Merck
MRK
$210B
| $622M | 0.23% | 10,821,641 -2,013,992 | -16% | -$116M |
|
100
NextEra Energy, Inc.
NEE
$148B
| $618M | 0.23% | 5,941,484 +41,445 | +0.7% | +$4.31M |
|