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 S&P 500 ETF Trust
SPY
|
$6.83B |
| 2 |
Apple
AAPL
|
$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.45B |
| 4 |
Microsoft
MSFT
|
$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MON
101
DELISTED
Monsanto Co
MON
| $440M | 0.22% |
+4,457,054
| New | +$440M |
|
102
iShares Russell 1000 Value ETF
IWD
$63.2B
| $440M | 0.22% |
+5,247,447
| New | +$440M |
|
103
Vanguard Total Bond Market
BND
$133B
| $431M | 0.22% |
+5,327,571
| New | +$431M |
|
104
General Mills
GIS
$26.4B
| $429M | 0.22% |
+8,837,792
| New | +$429M |
|
105
Home Depot
HD
$405B
| $427M | 0.22% |
+5,510,915
| New | +$427M |
|
106
Colgate-Palmolive
CL
$67.9B
| $421M | 0.21% |
+7,351,151
| New | +$421M |
|
107
Walmart
WMT
$780B
| $420M | 0.21% |
+5,645,022
| New | +$420M |
|
108
iShares TIPS Bond ETF
TIP
$13.5B
| $420M | 0.21% |
+3,747,636
| New | +$420M |
|
109
Macerich
MAC
$4.65B
| $413M | 0.21% |
+6,771,225
| New | +$413M |
|
110
Baxter International
BAX
$12.7B
| $413M | 0.21% |
+5,955,184
| New | +$413M |
|
|
PNRA
111
DELISTED
Panera Bread Co
PNRA
| $411M | 0.21% |
+2,209,943
| New | +$411M |
|
112
iShares MSCI Japan ETF
EWJ
$15.3B
| $410M | 0.21% |
+36,566,162
| New | +$410M |
|
113
McCormick & Company Non-Voting
MKC
$18.9B
| $404M | 0.2% |
+5,744,681
| New | +$404M |
|
114
Boston Properties
BXP
$11.5B
| $399M | 0.2% |
+3,783,679
| New | +$399M |
|
115
Caterpillar
CAT
$196B
| $398M | 0.2% |
+4,825,882
| New | +$398M |
|
116
KKR & Co
KKR
$124B
| $398M | 0.2% |
+20,241,786
| New | +$398M |
|
|
ROC
117
DELISTED
ROCKWOOD HLDGS INC
ROC
| $396M | 0.2% |
+6,177,590
| New | +$396M |
|
118
SPDR S&P Regional Banking ETF
KRE
$3.97B
| $389M | 0.2% |
+11,473,178
| New | +$389M |
|
119
Thermo Fisher Scientific
TMO
$186B
| $387M | 0.2% |
+4,570,343
| New | +$387M |
|
120
Akamai
AKAM
$11.3B
| $378M | 0.19% |
+8,878,449
| New | +$378M |
|
121
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
| $374M | 0.19% |
+3,564,319
| New | +$374M |
|
122
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $369M | 0.19% |
+7,757,744
| New | +$369M |
|
123
Vanguard Growth ETF
VUG
$183B
| $369M | 0.19% |
+4,723,105
| New | +$369M |
|
124
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.09B
| $365M | 0.18% |
+7,550,468
| New | +$365M |
|
125
Lumen
LUMN
$4.92B
| $363M | 0.18% |
+10,279,787
| New | +$363M |
|