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 | |
|---|---|---|---|---|---|---|
2576
Global X MLP ETF
MLPA
$1.85B
| $4.07M | ﹤0.01% |
42,405
+11,152
| +36% | +$1.07M |
|
2577
United Microelectronic
UMC
$17.6B
| $4.06M | ﹤0.01% |
1,969,376
-10,205,764
| -84% | -$21M |
|
|
STEW
2578
SRH Total Return Fund
STEW
$1.76B
| $4.05M | ﹤0.01% |
531,105
+13,520
| +3% | +$103K |
|
|
SRCI
2579
DELISTED
SRC Energy Inc
SRCI
| $4.05M | ﹤0.01% |
414,946
+88,384
| +27% | +$862K |
|
|
YGE
2580
DELISTED
Yingli Green Energy Holding Comp
YGE
| $4.05M | ﹤0.01% |
58,285
+31,407
| +117% | +$2.18M |
|
2581
Churchill Downs
CHDN
$6.76B
| $4.04M | ﹤0.01% |
280,410
+124,920
| +80% | +$1.8M |
|
|
NFO
2582
DELISTED
Invesco Insider Sentiment ETF
NFO
| $4.04M | ﹤0.01% |
94,338
-40,234
| -30% | -$1.72M |
|
2583
SPDR NYSE Technology ETF
XNTK
$1.38B
| $4.04M | ﹤0.01% |
98,632
+3,178
| +3% | +$130K |
|
|
BIK
2584
DELISTED
SPDR S&P BRIC 40 ETF
BIK
| $4.03M | ﹤0.01% |
172,706
-12,758
| -7% | -$298K |
|
|
MDCO
2585
DELISTED
Medicines Co
MDCO
| $4.03M | ﹤0.01% |
120,127
-70,769
| -37% | -$2.37M |
|
2586
Entravision Communication
EVC
$228M
| $4.03M | ﹤0.01% |
682,370
-469,820
| -41% | -$2.77M |
|
2587
First Trust Japan AlphaDEX Fund
FJP
$203M
| $4.02M | ﹤0.01% |
87,410
+41,083
| +89% | +$1.89M |
|
|
WRI
2588
DELISTED
Weingarten Realty Investors
WRI
| $4.02M | ﹤0.01% |
137,203
+3,183
| +2% | +$93.4K |
|
|
DHG
2589
DELISTED
Deutsche High Incm Opportunities
DHG
| $4.02M | ﹤0.01% |
284,168
+31,491
| +12% | +$446K |
|
2590
BlackRock Health Sciences Trust
BME
$472M
| $4.02M | ﹤0.01% |
123,141
+8,294
| +7% | +$270K |
|
|
SGYP
2591
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $4.01M | ﹤0.01% |
890,108
-28,758
| -3% | -$130K |
|
2592
Spire
SR
$4.51B
| $4M | ﹤0.01% |
88,984
-2,936
| -3% | -$132K |
|
2593
Invesco Dividend Achievers ETF
PFM
$732M
| $4M | ﹤0.01% |
215,828
-50,780
| -19% | -$941K |
|
2594
Curtiss-Wright
CW
$19.3B
| $3.98M | ﹤0.01% |
84,835
+30,536
| +56% | +$1.43M |
|
|
CMO
2595
DELISTED
Capstead Mortgage Corp.
CMO
| $3.98M | ﹤0.01% |
337,920
-293,290
| -46% | -$3.45M |
|
2596
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
| $3.98M | ﹤0.01% |
62,427
-21,381
| -26% | -$1.36M |
|
2597
Argan
AGX
$3.59B
| $3.97M | ﹤0.01% |
180,803
-121,603
| -40% | -$2.67M |
|
2598
Methode Electronics
MEI
$293M
| $3.97M | ﹤0.01% |
141,772
-103,781
| -42% | -$2.91M |
|
2599
Abercrombie & Fitch
ANF
$4.23B
| $3.96M | ﹤0.01% |
112,060
-494,551
| -82% | -$17.5M |
|
2600
Blackbaud
BLKB
$3.31B
| $3.96M | ﹤0.01% |
101,338
+1,875
| +2% | +$73.2K |
|