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 |
Apple
AAPL
|
$3.31B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.27B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$878M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$763M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
$360M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$434M |
| 3 |
Akamai
AKAM
|
$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $7.76B | 3.04% | 39,653,340 -6,036,224 | -13% | -$1.18B |
|
|
2
iShares Russell 2000 ETF
IWM
$66B
| $4.39B | 1.72% | 36,952,141 +7,389,443 | +25% | +$878M |
|
|
3
Apple
AAPL
$3.45T
| $3.83B | 1.5% | 41,242,720 +35,644,422 | +637% | +$3.31B |
|
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $2.53B | 0.99% | 4,366,287 +2,193,306 | +101% | +$1.27B |
|
5
Microsoft
MSFT
$3.77T
| $2.12B | 0.83% | 50,875,736 +5,120,078 | +11% | +$214M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $2.08B | 0.82% | 30,956,876 +5,035,241 | +19% | +$339M |
|
7
Procter & Gamble
PG
$368B
| $1.7B | 0.67% | 21,596,154 +591,412 | +3% | +$46.5M |
|
8
Simon Property Group
SPG
$59B
| $1.65B | 0.65% | 9,947,742 +200,608 | +2% | +$33.4M |
|
9
JPMorgan Chase
JPM
$829B
| $1.62B | 0.63% | 28,097,982 -488,678 | -2% | -$28.2M |
|
10
Amazon
AMZN
$2.44T
| $1.62B | 0.63% | 4,980,079 +343,307 | +7% | +$111M |
|
11
Visa
V
$683B
| $1.56B | 0.61% | 7,416,107 -66,109 | -0.9% | -$13.9M |
|
12
Philip Morris
PM
$260B
| $1.52B | 0.6% | 18,067,270 -667,107 | -4% | -$56.2M |
|
13
Chevron
CVX
$324B
| $1.51B | 0.59% | 11,561,026 +30,429 | +0.3% | +$3.97M |
|
14
Johnson & Johnson
JNJ
$427B
| $1.46B | 0.57% | 13,983,959 +374,149 | +3% | +$39.1M |
|
15
Illumina
ILMN
$15.8B
| $1.41B | 0.55% | 7,876,619 -1,868,703 | -19% | -$334M |
|
|
TWTR
16
DELISTED
Twitter, Inc.
TWTR
| $1.33B | 0.52% | 32,528,165 +18,631,890 | +134% | +$763M |
|
17
GE Aerospace
GE
$292B
| $1.31B | 0.51% | 49,665,735 +1,021,259 | +2% | +$26.8M |
|
18
PepsiCo
PEP
$204B
| $1.28B | 0.5% | 14,309,499 +1,897,476 | +15% | +$170M |
|
19
Energy Transfer Partners
ET
$60.8B
| $1.2B | 0.47% | 20,394,074 +1,835,606 | +10% | +$108M |
|
20
Williams Companies
WMB
$70.7B
| $1.17B | 0.46% | 20,036,570 -461,405 | -2% | -$26.9M |
|
21
iShares US Real Estate ETF
IYR
$3.82B
| $1.16B | 0.46% | 16,177,588 +2,100,594 | +15% | +$151M |
|
22
Vanguard FTSE Europe ETF
VGK
$26.8B
| $1.14B | 0.45% | 19,058,445 +553,934 | +3% | +$33.2M |
|
23
Verizon
VZ
$186B
| $1.12B | 0.44% | 22,946,657 -362,579 | -2% | -$17.7M |
|
24
Equity Residential
EQR
$25.3B
| $1.04B | 0.41% | 16,552,238 +278,417 | +2% | +$17.5M |
|
25
Exxon Mobil
XOM
$487B
| $1.04B | 0.41% | 10,316,606 -232,264 | -2% | -$23.4M |
|