Morgan Stanley Posiciones de la cartera
Morgan Stanley is a financial services company with divisions for institutional services, wealth management and investment management. Its institutional arm advises large institutions on strategy and raising capital, its wealth arm serves individuals and family offices and runs the E-Trade self-directed investing service, and its investment arm offers hedge fund, real estate and infrastructure strategies as well as private equity and private credit. It was founded in 1935 by Harold Stanley and Henry Sturgis Morgan, who was J.P. Morgan's grandson, both leaving J.P. Morgan & Co., after the Glass-Steagall Act forced commercial and investment banking apart. In 1997 it merged with Dean Witter Discover, the financial services business Sears had spun off, and it went back to the Morgan Stanley name in 2001. In 2009 its wealth business was merged with Citigroup's Smith Barney, and in 2012 Morgan Stanley bought a larger share of that venture from Citigroup. Morgan Stanley later bought E-Trade in 2020 and Eaton Vance in 2021.
Principales compras
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
Western Midstream Partners
WES
|
+USD 9720 M |
| 2 |
SpaceX
SPCX
|
+USD 3290 M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+USD 2685 M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+USD 1971 M |
| 5 |
Amazon
AMZN
|
+USD 1887 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
Salesforce
CRM
|
+USD 2164 M |
| 2 |
McKesson
MCK
|
+USD 1280 M |
| 3 |
Aon
AON
|
+USD 1020 M |
| 4 |
Cloudflare
NET
|
+USD 1014 M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+USD 863 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 26.46% |
| 2 | Tecnología | 25.56% |
| 3 | Finanzas | 9.5% |
| 4 | Salud | 7.37% |
| 5 | Servicios de comunicación | 6.9% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
6426
Innovator US Equity Power Buffer ETF July
PJUL
USD 1289 M
| USD 47 k | ﹤0.01% |
946
| – | – |
2022 Q3
16 trimestres
|
|
6427
Portfolio Building Block European Banks Index ETF
PBEU
USD 422 M
| USD 47 k | ﹤0.01% |
1,374
+1,179
| +605% | +USD 41.2 k |
2026 Q2
1 trimestre
|
|
6428
Tortoise AI Infrastructure ETF
TCAI
USD 182 M
| USD 46.9 k | ﹤0.01% |
1,000
| – | – |
2026 Q2
1 trimestre
|
|
6429
BrenX
BRNX
USD 808 k
| USD 46.8 k | ﹤0.01% |
+20,000
| Nuevas | +USD 70.8 k |
2026 Q3
0 trimestres
|
|
6430
Lazard US Systematic Small Cap Equity ETF
SYZ
USD 64.9 M
| USD 46.4 k | ﹤0.01% |
+1,601
| Nuevas | +USD 48.3 k |
2026 Q3
0 trimestres
|
|
6431
Vanguard Core Tax-Exempt Bond ETF
VCRM
USD 2291 M
| USD 46.4 k | ﹤0.01% |
648
-350
| -35% | -USD 26.1 k |
2025 Q4
3 trimestres
|
|
6432
Vanguard Multi-Sector Income Bond ETF
VGMS
USD 266 M
| USD 46.1 k | ﹤0.01% |
930
+530
| +133% | +USD 26.9 k |
2025 Q4
3 trimestres
|
|
6433
electroCore
ECOR
USD 48.4 M
| USD 46 k | ﹤0.01% |
4,252
+3,785
| +810% | +USD 32.8 k |
2018 Q2
33 trimestres
|
|
6434
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
USD 120 M
| USD 45.7 k | ﹤0.01% |
939
+829
| +754% | +USD 41.7 k |
2025 Q3
4 trimestres
|
|
6435
Direxion Daily Real Estate Bear 3X ETF
DRV
USD 25.1 M
| USD 45.6 k | ﹤0.01% |
1,960
+1,958
| +97,900% | +USD 37.1 k |
2013 Q4
51 trimestres
|
|
6436
Virtus Private Credit Strategy ETF
VPC
USD 26.3 M
| USD 45.4 k | ﹤0.01% |
3,065
-17
| -0.6% | -USD 260 |
2023 Q1
14 trimestres
|
|
6437
Lake Shore Bancorp
LSBK
USD 146 M
| USD 45.1 k | ﹤0.01% |
2,485
-27,648
| -92% | -USD 481 k |
2014 Q1
50 trimestres
|
|
6438
FT Vest Growth-100 Buffer ETF June
QJUN
USD 702 M
| USD 44.9 k | ﹤0.01% |
1,310
+866
| +195% | +USD 28.9 k |
2023 Q4
11 trimestres
|
|
6439
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
USD 79.1 M
| USD 44.8 k | ﹤0.01% |
1,967
-1
| -0.1% | -USD 24 |
2022 Q1
18 trimestres
|
|
6440
FT Vest US Equity Buffer ETF October
FOCT
USD 1297 M
| USD 44.8 k | ﹤0.01% |
+828
| Nuevas | +USD 44.1 k |
2026 Q3
0 trimestres
|
|
6441
WisdomTree International Efficient Core Fund
NTSI
USD 488 M
| USD 44.7 k | ﹤0.01% |
974
-7
| -0.7% | -USD 332 |
2023 Q4
11 trimestres
|
|
6442
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
USD 193 M
| USD 44.7 k | ﹤0.01% |
1,704
-1
| -0.1% | -USD 27 |
2023 Q4
11 trimestres
|
|
6443
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
USD 1001 M
| USD 44.5 k | ﹤0.01% |
1,035
-301
| -23% | -USD 13.3 k |
2023 Q4
11 trimestres
|
|
6444
PGIM Total Return Bond ETF
PTRB
USD 1206 M
| USD 44.3 k | ﹤0.01% |
1,123
+350
| +45% | +USD 14.3 k |
2025 Q2
5 trimestres
|
|
6445
PAMT Corp
PAMT
USD 300 M
| USD 44 k | ﹤0.01% |
3,857
+1,765
| +84% | +USD 23.8 k |
2013 Q4
51 trimestres
|
|
6446
HireQuest
HQI
USD 197 M
| USD 44 k | ﹤0.01% |
2,298
+277
| +14% | +USD 4.23 k |
2021 Q2
21 trimestres
|
|
6447
JPMorgan Active High Yield ETF
JPHY
USD 2176 M
| USD 43.9 k | ﹤0.01% |
900
| – | – |
2026 Q2
1 trimestre
|
|
6448
HCM Defender 100 Index ETF
QQH
USD 708 M
| USD 43.9 k | ﹤0.01% |
501
-1
| -0.2% | -USD 84 |
2022 Q2
17 trimestres
|
|
6449
Nicholas Fixed Income Alternative ETF
FIAX
USD 120 M
| USD 43.8 k | ﹤0.01% |
2,575
-1
| -0% | -USD 17 |
2023 Q4
11 trimestres
|
|
6450
High Tide
HITI
USD 220 M
| USD 43.5 k | ﹤0.01% |
15,941
-55,320
| -78% | -USD 133 k |
2024 Q1
10 trimestres
|
|
Fondos similares
Revisión del portafolio de Morgan Stanley en T3 2026
Al cierre de T3 2026, Morgan Stanley mantenía 8,655 posiciones por un valor de USD 1.96 B, un aumento de 3.4% frente a los USD 1.89 B del trimestre anterior. Sus diez principales posiciones representan 23% de la cartera.
El reporte de T3 2026 de Morgan Stanley muestra 249 nuevos, Aumentaron 3,922, 2,977 reducidas y 751 cerradas posiciones. Su mayor nueva posición fue SK Hynix Inc: 10,652,586 acciones con un valor de USD 1962 M. La mayor venta fue Salesforce, por un valor estimado de USD 2164 M.
Por sector, la cartera tiene su mayor concentración en Varios, con 26% de los activos, frente a 26% un trimestre antes; le siguen Tecnología y Finanzas.
- La mayor compra de Morgan Stanley en T3 2026 fue SK Hynix Inc: 10,652,586 acciones por un valor de USD 1962 M.
- Morgan Stanley fue quien más aumentó su posición en Western Midstream Partners durante T3 2026, con un incremento estimado de USD 9720 M.
- La mayor reducción de Morgan Stanley durante T3 2026 fue en Salesforce, con un recorte estimado de USD 2164 M.
- Morgan Stanley cerró por completo su posición en Electronic Arts en T3 2026, con una venta estimada de USD 623 M.
- Las diez principales posiciones de Morgan Stanley representan 23% de su cartera de USD 1.96 B en T3 2026.
- Morgan Stanley abrió 249 posiciones nuevas y cerró 751 en T3 2026.
- El valor de la cartera de Morgan Stanley aumentó 3.4% respecto al trimestre anterior, hasta USD 1.96 B.
Según el Informe 13F de Morgan Stanley correspondiente a T3 2026, presentado el 13 nov 2026.