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 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.75B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.34B |
| 3 |
AbbVie
ABBV
|
$2B |
| 4 |
Wells Fargo
WFC
|
$1.04B |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
Top Sells
| 1 |
Trip.com Group
TCOM
|
$567M |
| 2 |
CIM
Chimera Investment
CIM
|
$321M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$284M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$271M |
| 5 |
Home Depot
HD
|
$255M |
Sector Composition
| 1 | Healthcare | 10.62% |
| 2 | Financials | 8.83% |
| 3 | Technology | 8.4% |
| 4 | Consumer Discretionary | 7.16% |
| 5 | Communication Services | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $9.22B | 3.19% | 44,771,889 +11,383,704 | +34% | +$2.34B |
|
2
Apple
AAPL
$3.45T
| $4.83B | 1.68% | 38,533,842 +385,230 | +1% | +$48.3M |
|
|
3
iShares Russell 2000 ETF
IWM
$67B
| $3.19B | 1.11% | 25,567,671 +8,243,518 | +48% | +$1.03B |
|
|
ESRX
4
DELISTED
Express Scripts Holding Company
ESRX
| $3.02B | 1.05% | 33,991,912 +30,884,767 | +994% | +$2.75B |
|
|
5
AbbVie
ABBV
$372B
| $2.78B | 0.97% | 41,448,689 +29,796,859 | +256% | +$2B |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $2.26B | 0.78% | 4,271,087 -173,204 | -4% | -$91.7M |
|
7
Microsoft
MSFT
$3.77T
| $2.25B | 0.78% | 51,067,236 -3,158,188 | -6% | -$139M |
|
|
8
Wells Fargo
WFC
$263B
| $2.21B | 0.77% | 39,334,311 +18,505,881 | +89% | +$1.04B |
|
9
Energy Transfer Partners
ET
$60.8B
| $2.15B | 0.75% | 33,578,942 -299,103 | -0.9% | -$19.2M |
|
10
JPMorgan Chase
JPM
$829B
| $2.11B | 0.73% | 31,090,839 -714,933 | -2% | -$48.4M |
|
11
Meta Platforms (Facebook)
META
$1.86T
| $2.09B | 0.72% | 24,370,942 -523,962 | -2% | -$44.9M |
|
12
Amazon
AMZN
$2.44T
| $1.83B | 0.64% | 4,222,153 -364,247 | -8% | -$158M |
|
13
Visa
V
$683B
| $1.8B | 0.62% | 26,837,720 -704,344 | -3% | -$47.3M |
|
14
Johnson & Johnson
JNJ
$427B
| $1.68B | 0.58% | 17,264,545 +760,241 | +5% | +$74.1M |
|
15
Simon Property Group
SPG
$59B
| $1.68B | 0.58% | 9,702,683 +595,592 | +7% | +$103M |
|
16
Walt Disney
DIS
$213B
| $1.63B | 0.56% | 14,248,924 -66,954 | -0.5% | -$7.64M |
|
17
Procter & Gamble
PG
$368B
| $1.6B | 0.56% | 20,513,524 -804,451 | -4% | -$62.9M |
|
18
Chevron
CVX
$324B
| $1.42B | 0.49% | 14,714,744 +988,815 | +7% | +$95.4M |
|
19
PepsiCo
PEP
$204B
| $1.4B | 0.48% | 14,981,680 +822,750 | +6% | +$76.8M |
|
20
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
| $1.37B | 0.47% | 23,894,076 -4,093,018 | -15% | -$234M |
|
21
Verizon
VZ
$186B
| $1.33B | 0.46% | 28,508,895 +3,677,051 | +15% | +$171M |
|
22
GE Aerospace
GE
$292B
| $1.31B | 0.46% | 49,439,754 -124,619 | -0.3% | -$3.31M |
|
23
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $1.27B | 0.44% | 20,582,995 +1,598,931 | +8% | +$98.5M |
|
24
Qualcomm
QCOM
$173B
| $1.26B | 0.44% | 20,183,181 +11,918,688 | +144% | +$746M |
|
25
Illumina
ILMN
$15.8B
| $1.26B | 0.44% | 5,761,120 -1,024,736 | -15% | -$224M |
|