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
|
$1B |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$527M |
| 3 |
TSMC
TSM
|
$526M |
| 4 |
Alibaba
BABA
|
$503M |
| 5 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$449M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$737M |
| 2 |
Motorola Solutions
MSI
|
$642M |
| 3 |
Carter's
CRI
|
$447M |
| 4 |
Dollar Tree
DLTR
|
$438M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
$384M |
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Financials | 8.77% |
| 3 | Healthcare | 8.55% |
| 4 | Energy | 7.46% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $187M | 0.07% |
4,726,916
+157,637
| +3% | +$6.23M |
|
302
NOV
NOV
$4.94B
| $186M | 0.07% |
2,447,765
+749,560
| +44% | +$57M |
|
303
Mid-America Apartment Communities
MAA
$17.1B
| $186M | 0.07% |
2,834,267
+587,407
| +26% | +$38.6M |
|
|
HCBK
304
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $185M | 0.07% |
19,081,114
+1,469,178
| +8% | +$14.3M |
|
305
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.73B
| $185M | 0.07% |
18,435,570
+376,955
| +2% | +$3.78M |
|
|
WOOF
306
DELISTED
VCA Inc.
WOOF
| $185M | 0.07% |
4,698,910
+4,566,137
| +3,439% | +$180M |
|
307
BP
BP
$90.8B
| $185M | 0.07% |
4,201,341
-768,446
| -15% | -$33.8M |
|
308
Invesco DB Commodity Index Tracking Fund
DBC
$1.29B
| $182M | 0.07% |
7,819,145
+286,784
| +4% | +$6.66M |
|
309
Telus
TU
$25.1B
| $181M | 0.07% |
5,285,525
+816,391
| +18% | +$27.9M |
|
310
Petrobras Class A
PBR.A
$74B
| $179M | 0.07% |
11,997,016
+3,556,501
| +42% | +$53M |
|
311
Rio Tinto
RIO
$101B
| $178M | 0.07% |
3,628,902
+93,802
| +3% | +$4.61M |
|
312
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $178M | 0.07% |
1,760,485
+66,431
| +4% | +$6.73M |
|
|
YOKU
313
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $178M | 0.07% |
9,944,546
-459,978
| -4% | -$8.24M |
|
314
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $178M | 0.07% |
1,716,271
+26,675
| +2% | +$2.76M |
|
315
Visteon
VC
$3.38B
| $177M | 0.07% |
1,822,432
-2,538
| -0.1% | -$247K |
|
316
VanEck Junior Gold Miners ETF
GDXJ
$6.84B
| $177M | 0.07% |
5,263,096
+235,221
| +5% | +$7.91M |
|
317
General Motors
GM
$55.7B
| $176M | 0.07% |
5,518,913
-635,626
| -10% | -$20.3M |
|
318
Vanguard FTSE Pacific ETF
VPL
$7.7B
| $176M | 0.07% |
2,968,498
+89,686
| +3% | +$5.32M |
|
319
Capital One
COF
$145B
| $176M | 0.07% |
2,152,613
+370,384
| +21% | +$30.2M |
|
|
SNDK
320
DELISTED
SANDISK CORP
SNDK
| $175M | 0.07% |
1,789,698
+45,494
| +3% | +$4.46M |
|
|
321
Petrobras
PBR
$80B
| $175M | 0.07% |
12,306,345
+207,081
| +2% | +$2.94M |
|
322
Novartis
NVS
$245B
| $174M | 0.07% |
1,853,023
+150,445
| +9% | +$14.2M |
|
323
iShares MSCI Pacific ex Japan ETF
EPP
$1.83B
| $174M | 0.07% |
3,772,602
+36,622
| +1% | +$1.69M |
|
324
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $173M | 0.07% |
4,297,599
-282,209
| -6% | -$11.3M |
|
|
DRE
325
DELISTED
Duke Realty Corp.
DRE
| $172M | 0.07% |
9,987,947
-3,684,607
| -27% | -$63.3M |
|