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
|
$1B |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$527M |
| 3 |
TSMC
TSM
|
$526M |
| 4 |
Alibaba
BABA
|
$503M |
| 5 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$449M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$737M |
| 2 |
Motorola Solutions
MSI
|
$642M |
| 3 |
Carter's
CRI
|
$447M |
| 4 |
Dollar Tree
DLTR
|
$438M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
$384M |
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Financials | 8.77% |
| 3 | Healthcare | 8.55% |
| 4 | Energy | 7.46% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $8.81B | 3.39% | 44,730,422 +5,077,082 | +13% | +$1B |
|
2
Apple
AAPL
$3.45T
| $4.18B | 1.61% | 41,511,699 +268,979 | +0.7% | +$27.1M |
|
|
3
iShares Russell 2000 ETF
IWM
$66B
| $3.3B | 1.27% | 30,216,047 -6,736,094 | -18% | -$737M |
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $2.71B | 1.04% | 4,639,589 +273,302 | +6% | +$159M |
|
5
Microsoft
MSFT
$3.77T
| $2.7B | 1.04% | 58,164,131 +7,288,395 | +14% | +$338M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $2.22B | 0.85% | 28,101,079 -2,855,797 | -9% | -$226M |
|
7
Procter & Gamble
PG
$368B
| $1.79B | 0.69% | 21,394,373 -201,781 | -0.9% | -$16.9M |
|
8
JPMorgan Chase
JPM
$829B
| $1.72B | 0.66% | 28,518,127 +420,145 | +1% | +$25.3M |
|
|
TWTR
9
DELISTED
Twitter, Inc.
TWTR
| $1.65B | 0.64% | 32,069,699 -458,466 | -1% | -$23.6M |
|
10
Simon Property Group
SPG
$59B
| $1.62B | 0.62% | 9,826,058 -121,684 | -1% | -$20M |
|
11
Johnson & Johnson
JNJ
$427B
| $1.6B | 0.62% | 15,018,777 +1,034,818 | +7% | +$110M |
|
12
Amazon
AMZN
$2.44T
| $1.55B | 0.59% | 4,794,917 -185,162 | -4% | -$59.7M |
|
13
Visa
V
$683B
| $1.53B | 0.59% | 7,172,391 -243,716 | -3% | -$52M |
|
14
Philip Morris
PM
$260B
| $1.51B | 0.58% | 18,120,935 +53,665 | +0.3% | +$4.48M |
|
15
Chevron
CVX
$324B
| $1.44B | 0.55% | 12,043,360 +482,334 | +4% | +$57.6M |
|
16
GE Aerospace
GE
$292B
| $1.3B | 0.5% | 50,594,115 +928,380 | +2% | +$23.8M |
|
17
Verizon
VZ
$186B
| $1.25B | 0.48% | 24,916,299 +1,969,642 | +9% | +$98.5M |
|
18
Illumina
ILMN
$15.8B
| $1.23B | 0.47% | 7,476,573 -400,046 | -5% | -$65.6M |
|
19
Energy Transfer Partners
ET
$60.8B
| $1.17B | 0.45% | 19,004,720 -1,389,354 | -7% | -$85.7M |
|
20
PepsiCo
PEP
$204B
| $1.16B | 0.45% | 12,495,628 -1,813,871 | -13% | -$169M |
|
21
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.16B | 0.44% | 27,818,364 +4,335,797 | +18% | +$180M |
|
|
LNKD
22
DELISTED
LinkedIn Corporation
LNKD
| $1.11B | 0.43% | 5,358,876 +479,690 | +10% | +$99.7M |
|
|
TWX
23
DELISTED
Time Warner Inc
TWX
| $1.1B | 0.42% | 14,566,715 +1,033,382 | +8% | +$77.7M |
|
24
Mondelez International
MDLZ
$79.5B
| $1.08B | 0.42% | 31,637,691 +4,927,030 | +18% | +$169M |
|
25
Wells Fargo
WFC
$263B
| $1.05B | 0.4% | 20,241,801 +1,274,444 | +7% | +$66.1M |
|