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
|
+$6.83B |
| 2 |
Apple
AAPL
|
+$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$2.45B |
| 4 |
Microsoft
MSFT
|
+$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Deckers Outdoor
DECK
$16.9B
| $59.6M | 0.03% |
+7,074,924
| New | +$59.6M |
|
|
ACC
577
DELISTED
American Campus Communities, Inc.
ACC
| $59.5M | 0.03% |
+1,462,111
| New | +$59.5M |
|
578
Hershey
HSY
$37.6B
| $59.4M | 0.03% |
+665,777
| New | +$59.4M |
|
|
PX
579
DELISTED
Praxair Inc
PX
| $59.3M | 0.03% |
+515,246
| New | +$59.3M |
|
|
DFS
580
DELISTED
Discover Financial Services
DFS
| $58.8M | 0.03% |
+1,233,744
| New | +$58.8M |
|
|
TWC
581
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $58.5M | 0.03% |
+520,292
| New | +$58.5M |
|
|
NILE
582
DELISTED
Blue Nile, Inc.
NILE
| $58.4M | 0.03% |
+1,546,843
| New | +$58.4M |
|
|
GHL
583
DELISTED
Greenhill & Co., Inc.
GHL
| $57.9M | 0.03% |
+1,266,467
| New | +$57.9M |
|
584
iShare MSCI Eurozone ETF
EZU
$7.89B
| $57.9M | 0.03% |
+1,783,288
| New | +$57.9M |
|
585
SPDR S&P International Dividend ETF
DWX
$491M
| $57.8M | 0.03% |
+1,323,191
| New | +$57.8M |
|
586
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $57.7M | 0.03% |
+1,884,874
| New | +$57.7M |
|
587
iShares Russell 3000 ETF
IWV
$16.8B
| $57.6M | 0.03% |
+597,377
| New | +$57.6M |
|
588
Mid-America Apartment Communities
MAA
$16.6B
| $57.6M | 0.03% |
+849,247
| New | +$57.6M |
|
|
NE
589
DELISTED
Noble Corporation
NE
| $57.5M | 0.03% |
+1,749,376
| New | +$57.5M |
|
590
Fluor
FLR
$6.69B
| $57.3M | 0.03% |
+965,346
| New | +$57.3M |
|
|
CZZ
591
DELISTED
Cosan Limited
CZZ
| $57.2M | 0.03% |
+3,538,540
| New | +$57.2M |
|
|
ALDW
592
DELISTED
Alon USA Partners, LP
ALDW
| $57.1M | 0.03% |
+2,401,163
| New | +$57.1M |
|
593
Ameren
AEE
$26.8B
| $57.1M | 0.03% |
+1,657,438
| New | +$57.1M |
|
594
Genuine Parts
GPC
$19.4B
| $57M | 0.03% |
+730,742
| New | +$57M |
|
|
VTA
595
DELISTED
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
| $56.9M | 0.03% |
+4,352,031
| New | +$56.9M |
|
596
Bunge Global
BG
$16.5B
| $56.9M | 0.03% |
+804,146
| New | +$56.9M |
|
597
CACI
CACI
$10.7B
| $56.8M | 0.03% |
+894,924
| New | +$56.8M |
|
598
Pultegroup
PHM
$26.7B
| $56.8M | 0.03% |
+2,993,000
| New | +$56.8M |
|
599
iShares MSCI Singapore ETF
EWS
$816M
| $56.7M | 0.03% |
+2,217,896
| New | +$56.7M |
|
600
SPDR S&P Biotech ETF
XBI
$5.42B
| $56.7M | 0.03% |
+1,630,677
| New | +$56.7M |
|