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 Russell 2000 ETF
IWM
|
$1.25B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.21B |
| 3 |
SPDR Gold Trust
GLD
|
$708M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$633M |
| 5 |
Abbott
ABT
|
$456M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.29B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$910M |
| 3 |
TransDigm Group
TDG
|
$868M |
| 4 |
Invesco QQQ Trust
QQQ
|
$575M |
| 5 |
MPLX
MPLX
|
$568M |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Financials | 10.07% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Gilead Sciences
GILD
$143B
| $494M | 0.14% |
6,546,658
-3,406,283
| -34% | -$257M |
|
152
American Tower
AMT
$93B
| $488M | 0.14% |
3,358,287
-140,596
| -4% | -$20.4M |
|
153
Sempra
SRE
$52.7B
| $485M | 0.13% |
8,720,922
-1,118,886
| -11% | -$62.2M |
|
154
Occidental Petroleum
OXY
$44.8B
| $483M | 0.13% |
7,430,154
-371,877
| -5% | -$24.2M |
|
155
Boston Properties
BXP
$12.1B
| $482M | 0.13% |
3,911,103
+214,945
| +6% | +$26.5M |
|
156
British American Tobacco
BTI
$122B
| $480M | 0.13% |
8,325,421
-95,157
| -1% | -$5.49M |
|
157
VanEck Semiconductor ETF
SMH
$27.1B
| $478M | 0.13% |
9,160,530
+1,445,964
| +19% | +$75.4M |
|
158
S&P Global
SPGI
$164B
| $465M | 0.13% |
2,436,239
-1,385,624
| -36% | -$265M |
|
159
Vanguard High Dividend Yield ETF
VYM
$64.1B
| $463M | 0.13% |
5,614,169
+1,568,350
| +39% | +$129M |
|
160
iShare MSCI Eurozone ETF
EZU
$7.85B
| $462M | 0.13% |
10,653,182
+2,673,300
| +34% | +$116M |
|
161
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.84B
| $444M | 0.12% |
3,153,901
+426,045
| +16% | +$60M |
|
162
LyondellBasell Industries
LYB
$17.5B
| $443M | 0.12% |
4,193,616
+25,682
| +0.6% | +$2.71M |
|
163
iShares Core US Aggregate Bond ETF
AGG
$132B
| $441M | 0.12% |
4,109,712
+106,418
| +3% | +$11.4M |
|
164
iShares China Large-Cap ETF
FXI
$6.62B
| $438M | 0.12% |
9,280,898
+4,376,317
| +89% | +$207M |
|
165
Target
TGT
$42.2B
| $437M | 0.12% |
6,298,212
-3,005,312
| -32% | -$209M |
|
166
PayPal
PYPL
$65.4B
| $437M | 0.12% |
5,756,186
+686,056
| +14% | +$52.1M |
|
167
iShares Select Dividend ETF
DVY
$20.7B
| $436M | 0.12% |
4,580,342
-155,397
| -3% | -$14.8M |
|
168
Sherwin-Williams
SHW
$93B
| $429M | 0.12% |
3,282,417
+300,507
| +10% | +$39.3M |
|
169
KKR & Co
KKR
$119B
| $429M | 0.12% |
21,117,011
-4,265,368
| -17% | -$86.6M |
|
170
JD.com
JD
$44.1B
| $426M | 0.12% |
10,517,784
+1,920,927
| +22% | +$77.8M |
|
171
Diageo
DEO
$61.4B
| $420M | 0.12% |
3,102,083
+404,997
| +15% | +$54.8M |
|
172
iShares Biotechnology ETF
IBB
$5.78B
| $420M | 0.12% |
3,930,195
+225,610
| +6% | +$24.1M |
|
173
SL Green Realty
SLG
$4.38B
| $417M | 0.12% |
4,450,169
+949,800
| +27% | +$89M |
|
174
Vanguard Information Technology ETF
VGT
$99.4B
| $416M | 0.12% |
2,435,465
+64,920
| +3% | +$11.1M |
|
175
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $416M | 0.12% |
6,881,141
+1,152,148
| +20% | +$69.6M |
|