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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3376
Gates Industrial
GTES
$6.54B
| $7.22M | ﹤0.01% |
632,355
+147,423
| +30% | +$1.68M |
|
3377
Hims & Hers Health
HIMS
$13.1B
| $7.21M | ﹤0.01% |
1,125,242
+915,928
| +438% | +$5.87M |
|
3378
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
| $7.21M | ﹤0.01% |
230,557
-7,129
| -3% | -$223K |
|
|
STK
3379
Columbia Seligman Premium Technology Growth Fund
STK
$615M
| $7.2M | ﹤0.01% |
310,064
+15,728
| +5% | +$365K |
|
3380
SPDR S&P Emerging Markets Dividend ETF
EDIV
$894M
| $7.2M | ﹤0.01% |
299,937
-17,723
| -6% | -$425K |
|
3381
Amplify High Income ETF
YYY
$616M
| $7.19M | ﹤0.01% |
617,399
+328,660
| +114% | +$3.83M |
|
3382
Ethan Allen Interiors
ETD
$746M
| $7.19M | ﹤0.01% |
271,988
+22,065
| +9% | +$583K |
|
|
IHTA
3383
DELISTED
Invesco High Income 2024 Target Term Fund
IHTA
| $7.18M | ﹤0.01% |
888,060
-106,410
| -11% | -$860K |
|
3384
E.W. Scripps
SSP
$252M
| $7.17M | ﹤0.01% |
543,658
-40,573
| -7% | -$535K |
|
|
IVH
3385
DELISTED
Delaware Ivy High Income Opportunities Fund
IVH
| $7.16M | ﹤0.01% |
653,646
-229,509
| -26% | -$2.52M |
|
3386
Invesco Semiconductors ETF
PSI
$819M
| $7.15M | ﹤0.01% |
214,410
-71,586
| -25% | -$2.39M |
|
|
WSR
3387
Whitestone REIT
WSR
$651M
| $7.15M | ﹤0.01% |
741,830
+27,974
| +4% | +$270K |
|
3388
Altimmune
ALT
$340M
| $7.15M | ﹤0.01% |
434,584
-157,326
| -27% | -$2.59M |
|
3389
First Trust Dow Jones Select MicroCap Index Fund
FDM
$203M
| $7.14M | ﹤0.01% |
128,606
+1,247
| +1% | +$69.2K |
|
3390
Nuveen Select Tax-Free Income Portfolio
NXP
$744M
| $7.13M | ﹤0.01% |
512,332
-29,127
| -5% | -$405K |
|
3391
FlexShares Disciplined Duration MBS Index Fund
MBSD
$84.5M
| $7.12M | ﹤0.01% |
349,667
+38,071
| +12% | +$776K |
|
3392
Pacer Industrial Real Estate ETF
INDS
$124M
| $7.12M | ﹤0.01% |
193,510
-46,620
| -19% | -$1.72M |
|
3393
Heidrick & Struggles
HSII
$1.05B
| $7.12M | ﹤0.01% |
254,517
-1,058
| -0.4% | -$29.6K |
|
3394
Semrush
SEMR
$1.09B
| $7.12M | ﹤0.01% |
874,392
+84,988
| +11% | +$692K |
|
3395
Global X Cybersecurity ETF
BUG
$1.17B
| $7.11M | ﹤0.01% |
342,842
-1,159,170
| -77% | -$24.1M |
|
3396
B2Gold
BTG
$5.91B
| $7.1M | ﹤0.01% |
1,988,969
+221,413
| +13% | +$790K |
|
3397
Rhythm Pharmaceuticals
RYTM
$6.38B
| $7.1M | ﹤0.01% |
243,685
+13,488
| +6% | +$393K |
|
3398
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $7.09M | ﹤0.01% |
229,923
+13,358
| +6% | +$412K |
|
3399
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$803M
| $7.07M | ﹤0.01% |
165,867
+8,551
| +5% | +$365K |
|
3400
Titan International
TWI
$523M
| $7.07M | ﹤0.01% |
461,460
-30,636
| -6% | -$469K |
|