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
|
$2.35B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.03B |
| 3 |
iShares US Real Estate ETF
IYR
|
$410M |
| 4 |
Blackstone
BX
|
$350M |
| 5 |
Wells Fargo
WFC
|
$334M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$723M |
| 2 |
Apple
AAPL
|
$637M |
| 3 |
Herbalife
HLF
|
$346M |
| 4 |
Salesforce
CRM
|
$330M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$310M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 8.65% |
| 3 | Energy | 6.63% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Staples | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Morningstar
MORN
$11.1B
| $215M | 0.1% |
2,706,901
-56,625
| -2% | -$4.49M |
|
227
Plains All American Pipeline
PAA
$12.7B
| $213M | 0.1% |
4,053,813
+265,872
| +7% | +$14M |
|
228
Fomento Económico Mexicano
FMX
$30.1B
| $213M | 0.1% |
2,190,167
-43,540
| -2% | -$4.23M |
|
|
MWE
229
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
| $212M | 0.1% |
2,936,142
+281,588
| +11% | +$20.3M |
|
230
Citigroup
C
$178B
| $209M | 0.1% |
4,307,093
+144,969
| +3% | +$7.03M |
|
231
Vanguard Total Stock Market ETF
VTI
$526B
| $208M | 0.1% |
2,375,897
+33,768
| +1% | +$2.96M |
|
232
Invesco CurrencyShares Euro Currency Trust
FXE
$529M
| $207M | 0.1% |
1,544,250
-8,627
| -0.6% | -$1.15M |
|
233
American Tower
AMT
$95.5B
| $205M | 0.1% |
2,770,678
-467,112
| -14% | -$34.6M |
|
234
Intuit
INTU
$186B
| $204M | 0.1% |
3,081,541
+2,230,248
| +262% | +$148M |
|
235
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $204M | 0.1% |
2,010,509
+33,175
| +2% | +$3.36M |
|
236
Brookfield Infrastructure Partners
BIP
$14.6B
| $202M | 0.1% |
5,317,760
-59,916
| -1% | -$2.28M |
|
237
Corpay
CPAY
$23B
| $201M | 0.1% |
1,827,974
+1,403,565
| +331% | +$155M |
|
238
Costco
COST
$418B
| $200M | 0.09% |
1,738,993
+131,173
| +8% | +$15.1M |
|
|
PARA
239
DELISTED
Paramount Global Class B
PARA
| $200M | 0.09% |
3,630,505
+890,677
| +33% | +$49.1M |
|
240
Emerson Electric
EMR
$74.3B
| $199M | 0.09% |
3,072,386
-281,981
| -8% | -$18.2M |
|
|
COV
241
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $195M | 0.09% |
3,194,057
-120,544
| -4% | -$7.35M |
|
242
Danaher
DHR
$147B
| $194M | 0.09% |
2,802,941
+222,136
| +9% | +$15.4M |
|
243
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $193M | 0.09% |
3,979,703
+316,642
| +9% | +$15.4M |
|
|
FCE.A
244
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $189M | 0.09% |
10,004,135
-2,370,072
| -19% | -$44.9M |
|
|
MHFI
245
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $189M | 0.09% |
2,884,676
-3,373,597
| -54% | -$221M |
|
246
Camden Property Trust
CPT
$12B
| $189M | 0.09% |
3,072,093
+97,560
| +3% | +$5.99M |
|
247
Vanguard Large-Cap ETF
VV
$44.5B
| $188M | 0.09% |
2,429,169
+31,589
| +1% | +$2.44M |
|
248
Mercado Libre
MELI
$125B
| $188M | 0.09% |
1,389,836
+2,181
| +0.2% | +$294K |
|
|
APC
249
DELISTED
Anadarko Petroleum
APC
| $187M | 0.09% |
2,013,862
+409,900
| +26% | +$38.1M |
|
250
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $187M | 0.09% |
826,694
+8,795
| +1% | +$1.99M |
|