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 Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
LyondellBasell Industries
LYB
$17.5B
| $342M | 0.1% |
4,114,094
-506,043
| -11% | -$42.1M |
|
202
Linde
LIN
$222B
| $342M | 0.1% |
+2,188,871
| New | +$342M |
|
203
iShare MSCI Eurozone ETF
EZU
$7.83B
| $340M | 0.1% |
9,692,453
-54,310
| -0.6% | -$1.9M |
|
204
Gilead Sciences
GILD
$140B
| $338M | 0.1% |
5,411,310
-387,335
| -7% | -$24.2M |
|
205
SPDR S&P Regional Banking ETF
KRE
$4.03B
| $336M | 0.1% |
7,185,831
-170,801
| -2% | -$7.99M |
|
206
Lam Research
LRCX
$127B
| $335M | 0.1% |
24,637,610
+13,359,600
| +118% | +$182M |
|
207
Deere & Co
DE
$128B
| $332M | 0.1% |
2,223,955
+349,082
| +19% | +$52.1M |
|
208
Bank of New York Mellon
BK
$74.4B
| $329M | 0.1% |
6,980,438
-2,151,805
| -24% | -$101M |
|
209
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $327M | 0.1% |
3,575,626
+1,741,666
| +95% | +$159M |
|
210
Factset
FDS
$14B
| $327M | 0.1% |
1,633,111
+14,579
| +0.9% | +$2.92M |
|
211
Marathon Petroleum
MPC
$54.4B
| $323M | 0.1% |
5,480,910
-1,259,094
| -19% | -$74.3M |
|
212
Boston Properties
BXP
$11.9B
| $323M | 0.1% |
2,866,559
-222,724
| -7% | -$25.1M |
|
213
iShares Russell 2000 Value ETF
IWN
$11.9B
| $317M | 0.09% |
2,947,571
-86,832
| -3% | -$9.34M |
|
214
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.3B
| $316M | 0.09% |
2,712,490
-454,813
| -14% | -$53.1M |
|
215
EOG Resources
EOG
$66.4B
| $315M | 0.09% |
3,616,539
+668,310
| +23% | +$58.3M |
|
216
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.17B
| $315M | 0.09% |
6,594,172
-588,392
| -8% | -$28.1M |
|
217
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $313M | 0.09% |
6,057,213
+47,017
| +0.8% | +$2.43M |
|
218
BP
BP
$88.4B
| $312M | 0.09% |
8,501,593
-213,380
| -2% | -$7.84M |
|
219
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $312M | 0.09% |
1,029,671
-125,566
| -11% | -$38M |
|
220
Shopify
SHOP
$189B
| $311M | 0.09% |
22,492,530
+17,230,740
| +327% | +$239M |
|
221
Intuit
INTU
$186B
| $310M | 0.09% |
1,572,479
-178,798
| -10% | -$35.2M |
|
222
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $306M | 0.09% |
6,146,151
-282,546
| -4% | -$14.1M |
|
223
Trip.com Group
TCOM
$47.7B
| $305M | 0.09% |
11,274,010
+8,739,078
| +345% | +$236M |
|
224
Biogen
BIIB
$20.5B
| $305M | 0.09% |
1,012,746
+36,241
| +4% | +$10.9M |
|
225
American Electric Power
AEP
$58.1B
| $304M | 0.09% |
4,071,375
+375,632
| +10% | +$28.1M |
|