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 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.69B |
| 2 |
TAL Education Group
TAL
|
$659M |
| 3 |
RTX Corp
RTX
|
$656M |
| 4 |
NXP Semiconductors
NXPI
|
$614M |
| 5 |
Walt Disney
DIS
|
$506M |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
$1.46B |
| 2 |
KKR & Co
KKR
|
$645M |
| 3 |
Meta Platforms (Facebook)
META
|
$608M |
| 4 |
Mastercard
MA
|
$597M |
| 5 |
Visa
V
|
$521M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 9.93% |
| 3 | Healthcare | 8.25% |
| 4 | Consumer Discretionary | 7.16% |
| 5 | Industrials | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Netflix
NFLX
$513B
| $499M | 0.15% |
2,752,814
-637,674
| -19% | -$116M |
|
152
Vanguard Real Estate ETF
VNQ
$34.6B
| $499M | 0.15% |
6,007,135
-155,174
| -3% | -$12.9M |
|
153
Equity Residential
EQR
$25.3B
| $492M | 0.15% |
7,462,870
-646,858
| -8% | -$42.6M |
|
154
Constellation Brands
STZ
$28.5B
| $489M | 0.15% |
2,454,229
-199,999
| -8% | -$39.9M |
|
155
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $482M | 0.14% |
4,258,041
+893,749
| +27% | +$101M |
|
156
Fortis
FTS
$25B
| $469M | 0.14% |
13,100,731
+355,691
| +3% | +$12.7M |
|
|
NBIS
157
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $465M | 0.14% |
14,124,919
-810,766
| -5% | -$26.7M |
|
|
158
KKR & Co
KKR
$124B
| $464M | 0.14% |
22,802,167
-31,726,010
| -58% | -$645M |
|
|
GGP
159
DELISTED
GGP Inc.
GGP
| $456M | 0.14% |
21,972,573
+2,879,735
| +15% | +$59.8M |
|
160
Abbott
ABT
$231B
| $451M | 0.14% |
8,450,251
-300,577
| -3% | -$16M |
|
161
iShares Core US Aggregate Bond ETF
AGG
$131B
| $448M | 0.13% |
4,087,355
+95,393
| +2% | +$10.5M |
|
|
TWTR
162
DELISTED
Twitter, Inc.
TWTR
| $447M | 0.13% |
26,511,894
-2,549,842
| -9% | -$43M |
|
163
LyondellBasell Industries
LYB
$18.1B
| $441M | 0.13% |
4,451,122
+280,309
| +7% | +$27.8M |
|
164
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $439M | 0.13% |
4,944,835
-1,487,249
| -23% | -$132M |
|
165
Boston Properties
BXP
$11.5B
| $438M | 0.13% |
3,567,129
+342,569
| +11% | +$42.1M |
|
166
First Trust Preferred Securities and Income ETF
FPE
$6.1B
| $432M | 0.13% |
21,508,341
+2,856,862
| +15% | +$57.4M |
|
|
TFCF
167
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $429M | 0.13% |
16,637,329
+97,284
| +0.6% | +$2.51M |
|
168
Credicorp
BAP
$20.4B
| $428M | 0.13% |
2,087,302
+393,630
| +23% | +$80.7M |
|
169
iShares Select Dividend ETF
DVY
$20.8B
| $426M | 0.13% |
4,549,160
-41,150
| -0.9% | -$3.85M |
|
170
EPAM Systems
EPAM
$9.82B
| $423M | 0.13% |
4,809,835
+1,091,281
| +29% | +$96M |
|
171
American Tower
AMT
$95.5B
| $418M | 0.13% |
3,057,051
+69,466
| +2% | +$9.49M |
|
172
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $417M | 0.13% |
4,100,984
+263,094
| +7% | +$26.8M |
|
173
General Motors
GM
$55.8B
| $417M | 0.13% |
10,332,202
+2,097,090
| +25% | +$84.7M |
|
174
Eli Lilly
LLY
$657B
| $416M | 0.12% |
4,858,467
+41,855
| +0.9% | +$3.58M |
|
175
JD.com
JD
$44.1B
| $414M | 0.12% |
10,828,980
+1,154,566
| +12% | +$44.1M |
|