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 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZPIN
3451
DELISTED
Zhaopin Limited
ZPIN
| $1.94M | ﹤0.01% |
+126,304
| New | +$1.94M |
|
3452
DHT Holdings
DHT
$2.06B
| $1.93M | ﹤0.01% |
268,381
+12,713
| +5% | +$91.5K |
|
|
DWRE
3453
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $1.93M | ﹤0.01% |
27,859
-84,207
| -75% | -$5.84M |
|
3454
VanEck CEF Muni Income ETF
XMPT
$178M
| $1.93M | ﹤0.01% |
74,536
+8,937
| +14% | +$231K |
|
|
TRIB
3455
Trinity Biotech
TRIB
$4.51M
| $1.92M | ﹤0.01% |
16,694
+1,792
| +12% | +$206K |
|
3456
Xtrackers International Real Estate ETF
HAUZ
$906M
| $1.92M | ﹤0.01% |
71,976
+12,060
| +20% | +$322K |
|
3457
Heritage Insurance Holdings
HRTG
$789M
| $1.92M | ﹤0.01% |
+126,065
| New | +$1.92M |
|
|
AVX
3458
DELISTED
AVX Corporation
AVX
| $1.92M | ﹤0.01% |
144,356
-68,225
| -32% | -$906K |
|
|
AEC
3459
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $1.92M | ﹤0.01% |
106,268
-21,848
| -17% | -$394K |
|
3460
Hilltop Holdings
HTH
$2.2B
| $1.91M | ﹤0.01% |
89,836
+2,143
| +2% | +$45.5K |
|
3461
IMAX
IMAX
$1.74B
| $1.91M | ﹤0.01% |
67,001
+2,132
| +3% | +$60.7K |
|
|
GHI
3462
DELISTED
GLOBAL HIGH INCOME FUND INC.
GHI
| $1.91M | ﹤0.01% |
183,985
+13,902
| +8% | +$144K |
|
3463
Alamo Group
ALG
$2.47B
| $1.91M | ﹤0.01% |
35,259
-2,717
| -7% | -$147K |
|
3464
Skywest
SKYW
$4.22B
| $1.9M | ﹤0.01% |
155,749
-666
| -0.4% | -$8.14K |
|
3465
FNB Corp
FNB
$5.95B
| $1.9M | ﹤0.01% |
148,368
-11,576
| -7% | -$148K |
|
|
AREX
3466
DELISTED
Approach Resources Inc.
AREX
| $1.9M | ﹤0.01% |
83,728
+5,104
| +6% | +$116K |
|
|
DRIV
3467
DELISTED
DIGITAL RIVER INC.
DRIV
| $1.9M | ﹤0.01% |
122,994
+109,196
| +791% | +$1.69M |
|
|
CARB
3468
DELISTED
Carbonite Inc
CARB
| $1.89M | ﹤0.01% |
157,920
+35,132
| +29% | +$420K |
|
3469
WSFS Financial
WSFS
$3.13B
| $1.89M | ﹤0.01% |
76,947
-87,000
| -53% | -$2.14M |
|
|
ECHO
3470
DELISTED
Echo Global Logistics, Inc.
ECHO
| $1.89M | ﹤0.01% |
98,527
+71,501
| +265% | +$1.37M |
|
3471
Nova
NVMI
$9.22B
| $1.89M | ﹤0.01% |
157,192
+65,546
| +72% | +$787K |
|
3472
NETGEAR
NTGR
$851M
| $1.88M | ﹤0.01% |
54,209
+40,522
| +296% | +$1.41M |
|
|
FXEN
3473
DELISTED
FX ENERGY INC
FXEN
| $1.88M | ﹤0.01% |
521,948
+270,095
| +107% | +$975K |
|
|
VNET
3474
VNET Group
VNET
$2.68B
| $1.88M | ﹤0.01% |
62,713
-19,087
| -23% | -$572K |
|
3475
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$688M
| $1.88M | ﹤0.01% |
108,595
+32,520
| +43% | +$562K |
|