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 | |
|---|---|---|---|---|---|---|
526
Hershey
HSY
$37.6B
| $71.3M | 0.03% |
770,532
+104,755
| +16% | +$9.69M |
|
|
MCR
527
MFS Charter Income Trust
MCR
$268M
| $71.3M | 0.03% |
7,962,810
-789,280
| -9% | -$7.06M |
|
528
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $71.1M | 0.03% |
1,403,255
+420,002
| +43% | +$21.3M |
|
529
Cummins
CMI
$55.1B
| $70.9M | 0.03% |
533,940
-291,574
| -35% | -$38.7M |
|
530
Sysco
SYY
$39.4B
| $70.9M | 0.03% |
2,228,225
+776,283
| +53% | +$24.7M |
|
531
Vanguard Mega Cap Value ETF
MGV
$9.81B
| $70.8M | 0.03% |
1,407,277
-14,843
| -1% | -$747K |
|
|
PCL
532
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $70.5M | 0.03% |
1,506,321
-146,431
| -9% | -$6.86M |
|
533
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
| $70.3M | 0.03% |
669,732
+442,095
| +194% | +$46.4M |
|
|
BEAV
534
DELISTED
B/E Aerospace Inc
BEAV
| $70.1M | 0.03% |
1,310,580
+269,226
| +26% | +$14.4M |
|
535
SBA Communications
SBAC
$21.2B
| $69.9M | 0.03% |
868,231
-86,955
| -9% | -$7M |
|
536
Exelon
EXC
$43.9B
| $69.8M | 0.03% |
3,299,958
-447,308
| -12% | -$9.46M |
|
537
SPDR Dow Jones International Real Estate ETF
RWX
$304M
| $69.8M | 0.03% |
1,655,756
+95,632
| +6% | +$4.03M |
|
538
Stanley Black & Decker
SWK
$12.1B
| $69.7M | 0.03% |
769,973
-64,357
| -8% | -$5.83M |
|
539
WisdomTree Emerging Markets Local Debt Fund
ELD
$74M
| $69.7M | 0.03% |
1,480,098
-158,688
| -10% | -$7.47M |
|
|
EQM
540
DELISTED
EQM Midstream Partners, LP
EQM
| $69.5M | 0.03% |
1,411,023
+455,997
| +48% | +$22.4M |
|
|
HSH
541
DELISTED
HILLSHIRE BRANDS CO
HSH
| $69.2M | 0.03% |
2,252,248
+1,001,741
| +80% | +$30.8M |
|
542
Corning
GLW
$61B
| $68.8M | 0.03% |
4,718,450
-1,233,724
| -21% | -$18M |
|
|
SPRD
543
DELISTED
SPREADTRUM COMMUNICATIONS INC ADS (CAYMAN ISLANDS)
SPRD
| $68.7M | 0.03% |
2,256,064
+1,807,958
| +403% | +$55.1M |
|
544
BlackBerry
BB
$2.31B
| $68.7M | 0.03% |
8,645,062
+2,318,813
| +37% | +$18.4M |
|
545
Kayne Anderson Energy Infrastructure Fund
KYN
$2.08B
| $68.6M | 0.03% |
1,914,048
+189,055
| +11% | +$6.78M |
|
|
BPO
546
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $68.6M | 0.03% |
3,597,594
-1,080,027
| -23% | -$20.6M |
|
547
Gen Digital
GEN
$18.2B
| $68.4M | 0.03% |
2,764,630
-600,512
| -18% | -$14.9M |
|
548
Stryker
SYK
$150B
| $68.2M | 0.03% |
1,009,355
-38,556
| -4% | -$2.61M |
|
|
SLCA
549
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $68.1M | 0.03% |
2,736,297
+613,522
| +29% | +$15.3M |
|
550
Archer Daniels Midland
ADM
$30.2B
| $68M | 0.03% |
1,846,286
+192,872
| +12% | +$7.11M |
|