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 |
Visa
V
|
$1.34B |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$722M |
| 3 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$544M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$349M |
| 5 |
Home Depot
HD
|
$344M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.37B |
| 2 |
Wells Fargo
WFC
|
$768M |
| 3 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$631M |
| 4 |
Apple
AAPL
|
$586M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$545M |
Sector Composition
| 1 | Healthcare | 9.14% |
| 2 | Technology | 8.58% |
| 3 | Financials | 8.57% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Communication Services | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $6.89B | 2.54% | 33,388,185 -11,500,534 | -26% | -$2.37B |
|
|
2
Apple
AAPL
$3.45T
| $4.75B | 1.75% | 38,148,612 -4,706,627 | -11% | -$586M |
|
3
Alphabet (Google) Class C
GOOG
$2.58T
| $2.45B | 0.9% | 4,444,291 -347,869 | -7% | -$192M |
|
4
Microsoft
MSFT
$3.77T
| $2.2B | 0.81% | 54,225,424 -2,662,969 | -5% | -$108M |
|
5
iShares Russell 2000 ETF
IWM
$66B
| $2.15B | 0.79% | 17,324,153 +1,365,810 | +9% | +$170M |
|
6
Energy Transfer Partners
ET
$60.8B
| $2.15B | 0.79% | 33,878,045 +1,448,494 | +4% | +$91.8M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $2.05B | 0.75% | 24,894,904 -3,025,820 | -11% | -$249M |
|
8
JPMorgan Chase
JPM
$829B
| $1.93B | 0.71% | 31,805,772 +773,991 | +2% | +$46.9M |
|
|
9
Visa
V
$683B
| $1.8B | 0.66% | 27,542,064 +20,507,554 | +292% | +$1.34B |
|
10
Simon Property Group
SPG
$59B
| $1.78B | 0.66% | 9,107,091 -474,128 | -5% | -$92.8M |
|
11
Procter & Gamble
PG
$368B
| $1.75B | 0.64% | 21,317,975 +631,064 | +3% | +$51.7M |
|
12
Amazon
AMZN
$2.44T
| $1.71B | 0.63% | 4,586,400 -936,746 | -17% | -$349M |
|
13
Johnson & Johnson
JNJ
$427B
| $1.66B | 0.61% | 16,504,304 -705,084 | -4% | -$70.9M |
|
14
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
| $1.54B | 0.57% | 27,987,094 +5,713,339 | +26% | +$315M |
|
|
TWTR
15
DELISTED
Twitter, Inc.
TWTR
| $1.52B | 0.56% | 30,406,642 -140,690 | -0.5% | -$7.05M |
|
16
Walt Disney
DIS
$213B
| $1.5B | 0.55% | 14,315,878 +414,244 | +3% | +$43.5M |
|
17
Chevron
CVX
$324B
| $1.44B | 0.53% | 13,725,929 +461,272 | +3% | +$48.4M |
|
18
PepsiCo
PEP
$204B
| $1.35B | 0.5% | 14,158,930 -180,868 | -1% | -$17.3M |
|
19
Illumina
ILMN
$15.8B
| $1.26B | 0.46% | 6,785,856 -366,734 | -5% | -$68.1M |
|
|
20
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $1.26B | 0.46% | 18,984,064 +10,915,554 | +135% | +$722M |
|
21
Equity Residential
EQR
$25.3B
| $1.23B | 0.45% | 15,795,491 -479,411 | -3% | -$37.3M |
|
22
GE Aerospace
GE
$292B
| $1.23B | 0.45% | 49,564,373 -3,718,179 | -7% | -$92.2M |
|
23
Philip Morris
PM
$260B
| $1.23B | 0.45% | 16,270,266 -2,904,489 | -15% | -$219M |
|
24
Pfizer
PFE
$141B
| $1.22B | 0.45% | 35,144,691 +438,641 | +1% | +$15.3M |
|
25
Verizon
VZ
$186B
| $1.21B | 0.44% | 24,831,844 +692,094 | +3% | +$33.7M |
|