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 | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $9.5B | 4.49% | 56,551,559 +13,965,662 | +33% | +$2.35B |
|
|
2
iShares Russell 2000 ETF
IWM
$66B
| $3.72B | 1.76% | 34,912,904 +9,695,003 | +38% | +$1.03B |
|
|
3
Apple
AAPL
$3.45T
| $2.67B | 1.26% | 5,590,427 -1,336,233 | -19% | -$637M |
|
4
iShares China Large-Cap ETF
FXI
$6.65B
| $1.66B | 0.79% | 44,833,949 -3,727,945 | -8% | -$138M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $1.62B | 0.77% | 1,850,538 -141,748 | -7% | -$124M |
|
6
Microsoft
MSFT
$3.77T
| $1.57B | 0.74% | 47,250,540 -7,318,088 | -13% | -$244M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $1.57B | 0.74% | 31,174,002 -873,658 | -3% | -$43.9M |
|
8
Philip Morris
PM
$260B
| $1.53B | 0.72% | 17,705,520 -591,653 | -3% | -$51.2M |
|
9
Procter & Gamble
PG
$368B
| $1.49B | 0.7% | 19,723,307 -301,217 | -2% | -$22.8M |
|
10
JPMorgan Chase
JPM
$829B
| $1.46B | 0.69% | 28,319,103 +1,146,263 | +4% | +$59.3M |
|
11
Simon Property Group
SPG
$59B
| $1.46B | 0.69% | 9,864,405 +116,289 | +1% | +$17.2M |
|
12
Visa
V
$683B
| $1.46B | 0.69% | 7,615,788 +384,929 | +5% | +$73.6M |
|
13
Chevron
CVX
$324B
| $1.39B | 0.66% | 11,412,022 +235,336 | +2% | +$28.6M |
|
14
Amazon
AMZN
$2.44T
| $1.26B | 0.6% | 4,026,277 -208,843 | -5% | -$65.3M |
|
15
Johnson & Johnson
JNJ
$427B
| $1.19B | 0.56% | 13,694,177 +239,164 | +2% | +$20.7M |
|
16
GE Aerospace
GE
$292B
| $1.1B | 0.52% | 46,186,514 +308,147 | +0.7% | +$7.36M |
|
17
PepsiCo
PEP
$204B
| $1.07B | 0.5% | 13,421,147 +2,581,073 | +24% | +$205M |
|
|
18
Wells Fargo
WFC
$263B
| $1.05B | 0.5% | 25,400,572 +8,075,351 | +47% | +$334M |
|
19
Qualcomm
QCOM
$173B
| $1.04B | 0.49% | 15,419,149 +1,222,687 | +9% | +$82.3M |
|
20
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.03B | 0.49% | 25,598,753 -2,876,142 | -10% | -$115M |
|
|
21
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1B | 0.47% | 24,540,999 -7,612,149 | -24% | -$310M |
|
22
Equity Residential
EQR
$25.3B
| $981M | 0.46% | 18,308,850 +608,965 | +3% | +$32.6M |
|
|
23
Blackstone
BX
$134B
| $978M | 0.46% | 39,302,921 +14,043,062 | +56% | +$350M |
|
24
Exxon Mobil
XOM
$487B
| $974M | 0.46% | 11,317,446 -834,277 | -7% | -$71.8M |
|
|
MJN
25
DELISTED
Mead Johnson Nutrition Company
MJN
| $968M | 0.46% | 13,030,291 +1,735,158 | +15% | +$129M |
|