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
|
$2.35B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
| 3 |
iShares US Real Estate ETF
IYR
|
$410M |
| 4 |
Blackstone
BX
|
$350M |
| 5 |
Wells Fargo
WFC
|
$334M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$723M |
| 2 |
Apple
AAPL
|
$637M |
| 3 |
Herbalife
HLF
|
$346M |
| 4 |
Salesforce
CRM
|
$330M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$310M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 8.65% |
| 3 | Energy | 6.63% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Staples | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Oracle
ORCL
$635B
| $386M | 0.18% |
11,640,696
-3,202,779
| -22% | -$106M |
|
127
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $386M | 0.18% |
9,742,341
+237,375
| +2% | +$9.4M |
|
128
Macerich
MAC
$4.65B
| $385M | 0.18% |
6,828,854
+57,629
| +0.9% | +$3.25M |
|
129
Bausch Health
BHC
$2.74B
| $384M | 0.18% |
3,682,215
-302,663
| -8% | -$31.6M |
|
130
Booking.com
BKNG
$181B
| $384M | 0.18% |
379,781
+13,887
| +4% | +$14M |
|
131
Vanguard Growth ETF
VUG
$185B
| $383M | 0.18% |
4,524,958
-198,147
| -4% | -$16.8M |
|
132
UnitedHealth
UNH
$281B
| $381M | 0.18% |
5,313,890
+304,548
| +6% | +$21.8M |
|
133
First Solar
FSLR
$20.9B
| $379M | 0.18% |
9,427,977
-776,485
| -8% | -$31.2M |
|
134
eBay
EBAY
$41.4B
| $378M | 0.18% |
6,777,565
+390,585
| +6% | +$21.8M |
|
135
iShares MSCI Taiwan ETF
EWT
$6.11B
| $377M | 0.18% |
27,084,917
+2,799,884
| +12% | +$39M |
|
136
Amgen
AMGN
$155B
| $377M | 0.18% |
3,365,159
-127,574
| -4% | -$14.3M |
|
137
Walmart
WMT
$774B
| $376M | 0.18% |
5,088,340
-556,682
| -10% | -$41.2M |
|
|
IHS
138
DELISTED
IHS INC CL-A COM STK
IHS
| $373M | 0.18% |
3,265,793
+265,711
| +9% | +$30.3M |
|
139
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.9B
| $368M | 0.17% |
5,594,738
-3,408,535
| -38% | -$224M |
|
140
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $367M | 0.17% |
5,276,817
+65,082
| +1% | +$4.53M |
|
141
Vanguard Total Bond Market
BND
$134B
| $362M | 0.17% |
4,470,709
-856,862
| -16% | -$69.3M |
|
|
142
Salesforce
CRM
$245B
| $361M | 0.17% |
6,958,853
-6,363,065
| -48% | -$330M |
|
|
DNKN
143
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $360M | 0.17% |
7,943,250
+140,841
| +2% | +$6.37M |
|
144
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.11B
| $359M | 0.17% |
6,944,000
-606,468
| -8% | -$31.3M |
|
|
NVE
145
DELISTED
NV ENERGY, INC
NVE
| $357M | 0.17% |
15,107,823
+1,497,445
| +11% | +$35.4M |
|
146
Verisk Analytics
VRSK
$37.5B
| $354M | 0.17% |
5,442,436
-297,176
| -5% | -$19.3M |
|
|
NYX
147
DELISTED
NYSE EURONEXT INC
NYX
| $352M | 0.17% |
8,387,819
+680,402
| +9% | +$28.6M |
|
148
TSMC
TSM
$1.2T
| $350M | 0.17% |
20,630,705
+7,759,032
| +60% | +$132M |
|
149
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $349M | 0.17% |
9,343,841
+2,011,664
| +27% | +$75.2M |
|
|
150
Herbalife
HLF
$1.01B
| $345M | 0.16% |
4,942,547
-4,962,949
| -50% | -$346M |
|