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 | |
|---|---|---|---|---|---|---|
426
Cigna
CI
$81.2B
| $97.5M | 0.05% |
1,269,088
+492,362
| +63% | +$37.8M |
|
427
Cardinal Health
CAH
$35.7B
| $97.4M | 0.05% |
1,867,401
+164,915
| +10% | +$8.6M |
|
428
Sanofi
SNY
$111B
| $97.3M | 0.05% |
1,922,757
+249,541
| +15% | +$12.6M |
|
429
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $97M | 0.05% |
2,789,856
+248,136
| +10% | +$8.63M |
|
430
NOV
NOV
$4.96B
| $96.6M | 0.05% |
1,370,936
+134,234
| +11% | +$9.45M |
|
431
Toyota
TM
$258B
| $95.5M | 0.05% |
745,711
+524,022
| +236% | +$67.1M |
|
432
Northrop Grumman
NOC
$83B
| $95.3M | 0.05% |
1,000,540
+357,678
| +56% | +$34.1M |
|
433
SPDR S&P Homebuilders ETF
XHB
$1.97B
| $95.1M | 0.04% |
3,106,837
-2,871,974
| -48% | -$87.9M |
|
434
Deckers Outdoor
DECK
$18.4B
| $94.9M | 0.04% |
8,635,770
+1,560,846
| +22% | +$17.1M |
|
435
TC Energy
TRP
$53.4B
| $94.6M | 0.04% |
2,152,438
-29,558
| -1% | -$1.3M |
|
436
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
| $94.5M | 0.04% |
1,109,072
+15,067
| +1% | +$1.28M |
|
437
Wynn Resorts
WYNN
$12.8B
| $94.4M | 0.04% |
597,596
-241,179
| -29% | -$38.1M |
|
438
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $93.9M | 0.04% |
1,040,887
-5,440
| -0.5% | -$491K |
|
439
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$337M
| $93.3M | 0.04% |
1,565,576
-215,854
| -12% | -$12.9M |
|
440
Transocean
RIG
$2.92B
| $93.3M | 0.04% |
2,096,266
-278,463
| -12% | -$12.4M |
|
441
Travelers Companies
TRV
$62.9B
| $92.9M | 0.04% |
1,095,835
-628,228
| -36% | -$53.3M |
|
442
Coterra Energy
CTRA
$18.6B
| $92.8M | 0.04% |
2,485,993
+980,401
| +65% | +$36.6M |
|
|
SRC
443
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $92.7M | 0.04% |
2,251,275
+1,427,655
| +173% | +$58.8M |
|
444
International Paper
IP
$25.5B
| $92.6M | 0.04% |
2,213,993
-383,638
| -15% | -$16.1M |
|
445
iShares MSCI Germany ETF
EWG
$2.51B
| $92.1M | 0.04% |
3,312,415
+432,467
| +15% | +$12M |
|
446
Teva Pharmaceuticals
TEVA
$21.2B
| $91.8M | 0.04% |
2,429,521
+43,777
| +2% | +$1.65M |
|
|
HMIN
447
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
| $91.8M | 0.04% |
2,763,640
+14,169
| +0.5% | +$470K |
|
|
RTN
448
DELISTED
Raytheon Company
RTN
| $91.5M | 0.04% |
1,187,741
-703,804
| -37% | -$54.2M |
|
449
AGNC Investment
AGNC
$10.6B
| $91.3M | 0.04% |
4,045,201
-99,427
| -2% | -$2.25M |
|
450
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $90.8M | 0.04% |
1,240,171
-34,499
| -3% | -$2.53M |
|