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 | |
|---|---|---|---|---|---|---|
|
GCH
3151
DELISTED
Aberdeen Greater China Fund, Inc
GCH
| $1.99M | ﹤0.01% |
174,855
-11,053
| -6% | -$126K |
|
3152
Inovio Pharmaceuticals
INO
$116M
| $1.99M | ﹤0.01% |
20,026
+9,393
| +88% | +$933K |
|
|
LEAP
3153
DELISTED
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
| $1.99M | ﹤0.01% |
125,959
+99,116
| +369% | +$1.57M |
|
|
NTUS
3154
DELISTED
Natus Medical Inc
NTUS
| $1.99M | ﹤0.01% |
140,229
-75,574
| -35% | -$1.07M |
|
3155
Coty
COTY
$3.77B
| $1.99M | ﹤0.01% |
122,522
-174,105
| -59% | -$2.82M |
|
|
RNO
3156
DELISTED
RHINO RESOURCE PARTNERS LP COM UNIT REPSTG LTD (DE)
RNO
| $1.98M | ﹤0.01% |
161,667
-4,254
| -3% | -$52.1K |
|
|
MODV
3157
DELISTED
ModivCare
MODV
| $1.98M | ﹤0.01% |
69,003
+32,225
| +88% | +$924K |
|
3158
Hackett Group
HCKT
$560M
| $1.98M | ﹤0.01% |
277,566
+37,375
| +16% | +$266K |
|
|
HIBB
3159
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $1.98M | ﹤0.01% |
35,245
-26,009
| -42% | -$1.46M |
|
3160
Graco
GGG
$14.1B
| $1.98M | ﹤0.01% |
80,076
+489
| +0.6% | +$12.1K |
|
|
FHY
3161
DELISTED
First Trust Strategic High
FHY
| $1.98M | ﹤0.01% |
124,292
-11,478
| -8% | -$183K |
|
3162
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
| $1.97M | ﹤0.01% |
57,171
-39,090
| -41% | -$1.35M |
|
3163
Louisiana-Pacific
LPX
$6.29B
| $1.97M | ﹤0.01% |
111,930
-1,019,881
| -90% | -$18M |
|
|
FNI
3164
DELISTED
First Trust Chindia ETF
FNI
| $1.97M | ﹤0.01% |
75,670
+29,118
| +63% | +$757K |
|
3165
EXL Service
EXLS
$6.88B
| $1.97M | ﹤0.01% |
345,245
+60,080
| +21% | +$342K |
|
|
SFY
3166
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $1.97M | ﹤0.01% |
172,123
-160,932
| -48% | -$1.84M |
|
|
WAGE
3167
DELISTED
WageWorks, Inc.
WAGE
| $1.96M | ﹤0.01% |
38,928
+28,895
| +288% | +$1.46M |
|
|
GM.WS.B
3168
DELISTED
General Motors Company
GM.WS.B
| $1.95M | ﹤0.01% |
105,010
+369
| +0.4% | +$6.86K |
|
3169
NatWest
NWG
$58B
| $1.95M | ﹤0.01% |
156,098
+20,927
| +15% | +$261K |
|
3170
Avient
AVNT
$3.29B
| $1.95M | ﹤0.01% |
63,429
-33,765
| -35% | -$1.04M |
|
3171
Capitol Federal Financial
CFFN
$825M
| $1.95M | ﹤0.01% |
156,643
-87,443
| -36% | -$1.09M |
|
|
GGE
3172
DELISTED
Guggenheim Enhncd Eqty Strtgy Fd
GGE
| $1.94M | ﹤0.01% |
108,695
-22,785
| -17% | -$408K |
|
3173
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.77B
| $1.94M | ﹤0.01% |
77,816
+33,569
| +76% | +$838K |
|
|
NES
3174
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
| $1.94M | ﹤0.01% |
84,680
-32,141
| -28% | -$736K |
|
|
MM
3175
DELISTED
MILLENNIAL MEDIA INC COM STK (DE)
MM
| $1.94M | ﹤0.01% |
274,326
-20,252
| -7% | -$143K |
|