Morgan Stanley Boosts Express Scripts, Amazon.com and Express Scripts Share Holdings

Wall St. Watchdog reveals information regarding Morgan Stanley’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 656 stocks in the Services sector at the end of the quarter with an aggregate market value of $17.091 billion.

  • Express Scripts Inc. (NASDAQ:ESRX): On 06/30/2011, Morgan Stanley reported holding 11,625,420 shares with a market value of $627,540,166. This comprised 1.03% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 36,058,859 shares with a market value of $1,336,701,892. This comprised 0.9% of the total portfolio. The net change in shares for this position over the two quarters is 24,433,439. About Company: Express Scripts, Inc is a full service pharmacy benefit management and specialty managed care company serving clients throughout North America. The Company’s customers include managed care organizations, insurance carriers, third party administrators, employers, and union-sponsored benefit plans. Express provides pharmacy network management, formulary management, and other services.
  • Amazon.com Inc. (NASDAQ:AMZN): On 06/30/2011, Morgan Stanley reported holding 4,449,980 shares with a market value of $909,976,435. This comprised 1.49% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 4,515,376 shares with a market value of $976,359,733. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 65,396. About Company: Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company’s products include books, music, videotapes, computers, electronics, home and garden, and numerous other products. Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.
  • Mcdonald’s Corp. (NYSE:MCD): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 6,773,660 shares with a market value of $594,862,819. This comprised 0.4% of the total portfolio. The net change in shares for this position over the two quarters is 6,773,660. About Company: McDonald’s Corporation operates and franchises fast-food restaurants worldwide. The Company’s franchised and company operated fast food restaurants offer a variety of low price fast foods in locations around the world.
  • Accenture Plc (NYSE:ACN): On 06/30/2011, Morgan Stanley reported holding 9,878,128 shares with a market value of $596,836,476. This comprised 0.98% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 10,525,670 shares with a market value of $554,492,299. This comprised 0.37% of the total portfolio. The net change in shares for this position over the two quarters is 647,542. About Company: Accenture PLC provides management and technology consulting services and solutions. The Company delivers a range of specialized capabilities and solutions to clients across all industries on a worldwide basis. Accenture’s network of businesses provides consulting, technology, outsourcing, and alliances.
  • Visa Inc. (NYSE:V): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 6,177,950 shares with a market value of $529,573,882. This comprised 0.36% of the total portfolio. The net change in shares for this position over the two quarters is 6,177,950. About Company: Visa Inc. operates a retail electronic payments network and manages global financial services. The Company also offers global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.
  • Yum! Brands Inc. (NYSE:YUM): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 9,296,239 shares with a market value of $459,141,239. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is 9,296,239. About Company: Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide. The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.
  • Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 10,257,788 shares with a market value of $398,207,327. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is 10,257,788. About Company: Starwood Hotels & Resorts Worldwide, Inc. owns, manages, and franchises luxury and upscale hotels throughout the world. The Company also develops and operates vacation interval ownership resorts.
  • Wal-mart Stores Inc. (NYSE:WMT): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 7,317,465 shares with a market value of $379,776,445. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 7,317,465. About Company: Wal-Mart Stores, Inc. operates discount stores, supercenters, and neighborhood markets. The Company’s discount stores and supercenters offer merchandise such as apparel, housewares, small appliances, electronics, and hardware. Walmart’s markets offer a full-line supermarket and a limited assortment of general merchandise. The Company operates nationally and internationally.
  • Expeditors International Of Washington Inc. (NASDAQ:EXPD): On 06/30/2011, Morgan Stanley reported holding 9,297,602 shares with a market value of $475,944,234. This comprised 0.78% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 9,339,536 shares with a market value of $378,718,178. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 41,934. About Company: Expeditors International of Washington, Inc. is a global logistics company. The Company provides air and ocean freight forwarding, vendor consolidation, customs clearance, marine insurance, distribution, and other international logistics services.
  • Netflix Inc. (NASDAQ:NFLX): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 2,964,858 shares with a market value of $335,829,456. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is 2,964,858. About Company: Netflix Inc. is an online movie rental service. The Company ships DVDs with no due dates or late fees, directly to the subscriber’s address. Netflix also provides background information on DVD releases, including critic reviews, member reviews and ratings, and personalized movie recommendations.

(Note: Data regarding Morgan Stanley’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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