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 | |
|---|---|---|---|---|---|---|
3876
SPDR Global Dow ETF
DGT
$447M
| $1.17M | ﹤0.01% |
16,209
+222
| +1% | +$16K |
|
|
SMM
3877
DELISTED
Salient Midstream & MLP Fund
SMM
| $1.17M | ﹤0.01% |
39,524
+7,245
| +22% | +$214K |
|
|
DPD
3878
DELISTED
DOW 30 PREMIUM & DIVIDEND INCOME FUND INC
DPD
| $1.16M | ﹤0.01% |
72,645
-1,042
| -1% | -$16.7K |
|
3879
CubeSmart
CUBE
$9.3B
| $1.16M | ﹤0.01% |
63,468
-242,991
| -79% | -$4.45M |
|
3880
MSC Industrial Direct
MSM
$5.17B
| $1.16M | ﹤0.01% |
12,098
-23,152
| -66% | -$2.21M |
|
3881
Amicus Therapeutics
FOLD
$2.61B
| $1.16M | ﹤0.01% |
346,020
+40,231
| +13% | +$134K |
|
3882
AMN Healthcare
AMN
$738M
| $1.15M | ﹤0.01% |
93,790
-160,814
| -63% | -$1.98M |
|
3883
Covenant Logistics
CVLG
$573M
| $1.15M | ﹤0.01% |
178,754
+45,150
| +34% | +$291K |
|
3884
Iridium Communications
IRDM
$1.99B
| $1.15M | ﹤0.01% |
136,019
+69,350
| +104% | +$587K |
|
3885
Washington Trust Bancorp
WASH
$582M
| $1.15M | ﹤0.01% |
31,251
-6,713
| -18% | -$247K |
|
|
CMCT
3886
Creative Media & Community Trust
CMCT
$5.47M
| $1.14M | ﹤0.01% |
+72
| New | +$1.14M |
|
3887
Douglas Emmett
DEI
$2.74B
| $1.14M | ﹤0.01% |
40,457
-110,439
| -73% | -$3.11M |
|
3888
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $1.14M | ﹤0.01% |
54,819
-10,913
| -17% | -$227K |
|
|
IPD
3889
DELISTED
SPDR S&P International Consumer Discretionary Sector
IPD
| $1.14M | ﹤0.01% |
28,515
-10,497
| -27% | -$420K |
|
3890
MiMedx Group
MDXG
$1.06B
| $1.14M | ﹤0.01% |
160,550
-6,830
| -4% | -$48.4K |
|
|
CUTR
3891
DELISTED
Cutera, Inc.
CUTR
| $1.14M | ﹤0.01% |
109,544
+55,274
| +102% | +$574K |
|
3892
Arbor Realty Trust
ABR
$2.24B
| $1.14M | ﹤0.01% |
163,566
+89,572
| +121% | +$623K |
|
3893
SPDR Portfolio Emerging Markets ETF
SPEM
$14.1B
| $1.13M | ﹤0.01% |
33,494
-50,780
| -60% | -$1.72M |
|
|
IVC
3894
DELISTED
Invacare Corporation
IVC
| $1.13M | ﹤0.01% |
61,572
-1,322
| -2% | -$24.3K |
|
|
ANFI
3895
DELISTED
AMIRA NATURE FOODS LTD
ANFI
| $1.13M | ﹤0.01% |
82,474
+869
| +1% | +$11.9K |
|
|
TUMI
3896
DELISTED
TUMI HLDGS INC COM
TUMI
| $1.13M | ﹤0.01% |
56,030
+36,824
| +192% | +$741K |
|
|
CRESY
3897
Cresud
CRESY
$531M
| $1.13M | ﹤0.01% |
97,098
+85,686
| +751% | +$993K |
|
|
JEQ
3898
abrdn Japan Equity Fund
JEQ
$124M
| $1.12M | ﹤0.01% |
157,950
+30,342
| +24% | +$216K |
|
3899
Monarch Casino & Resort
MCRI
$1.87B
| $1.12M | ﹤0.01% |
74,127
+35,324
| +91% | +$535K |
|
3900
Ituran Location and Control
ITRN
$723M
| $1.12M | ﹤0.01% |
45,898
+2,203
| +5% | +$53.7K |
|