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 | |
|---|---|---|---|---|---|---|
|
CAM
601
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $56.3M | 0.03% |
+920,782
| New | +$56.3M |
|
602
Berkshire Hathaway Class A
BRK.A
$1.06T
| $56.3M | 0.03% |
+334
| New | +$56.3M |
|
603
Cigna
CI
$80.7B
| $56.3M | 0.03% |
+776,726
| New | +$56.3M |
|
604
Sumitomo Mitsui Financial
SMFG
$108B
| $56.1M | 0.03% |
+6,082,399
| New | +$56.1M |
|
605
Archer Daniels Midland
ADM
$29.5B
| $56.1M | 0.03% |
+1,653,414
| New | +$56.1M |
|
606
iShares International Select Dividend ETF
IDV
$5.83B
| $56M | 0.03% |
+1,758,420
| New | +$56M |
|
|
WMS
607
DELISTED
WMS INDS INC
WMS
| $54.7M | 0.03% |
+2,145,358
| New | +$54.7M |
|
608
SITE Centers
SITC
$468M
| $54.3M | 0.03% |
+2,530,020
| New | +$54.3M |
|
609
Infosys
INFY
$70.4B
| $53.7M | 0.03% |
+10,437,208
| New | +$53.7M |
|
|
RAI
610
DELISTED
Reynolds American Inc
RAI
| $53.7M | 0.03% |
+2,220,194
| New | +$53.7M |
|
611
Coterra Energy
CTRA
$18.6B
| $53.5M | 0.03% |
+1,505,592
| New | +$53.5M |
|
|
ANDV
612
DELISTED
Andeavor
ANDV
| $53.5M | 0.03% |
+1,021,819
| New | +$53.5M |
|
613
Jefferies Financial Group
JEF
$13.5B
| $53.3M | 0.03% |
+2,269,143
| New | +$53.3M |
|
614
Northrop Grumman
NOC
$83B
| $53.2M | 0.03% |
+642,862
| New | +$53.2M |
|
|
OAK
615
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $52.9M | 0.03% |
+1,007,331
| New | +$52.9M |
|
|
TWO
616
Two Harbors Investment
TWO
$1.06B
| $52.9M | 0.03% |
+645,224
| New | +$52.9M |
|
617
Invesco Taxable Municipal Bond ETF
BAB
$923M
| $52.8M | 0.03% |
+1,874,410
| New | +$52.8M |
|
618
PG&E
PCG
$33.5B
| $52.7M | 0.03% |
+1,152,981
| New | +$52.7M |
|
619
Cheniere Energy
CQP
$25.7B
| $52.7M | 0.03% |
+1,763,802
| New | +$52.7M |
|
620
WisdomTree US LargeCap Dividend Fund
DLN
$5.27B
| $52.7M | 0.03% |
+1,761,282
| New | +$52.7M |
|
621
AutoZone
AZO
$71.1B
| $52.4M | 0.03% |
+123,666
| New | +$52.4M |
|
622
EOG Resources
EOG
$65.7B
| $52.3M | 0.03% |
+795,088
| New | +$52.3M |
|
623
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $52.3M | 0.03% |
+4,598,250
| New | +$52.3M |
|
624
Kroger
KR
$44.3B
| $52.2M | 0.03% |
+3,022,610
| New | +$52.2M |
|
625
Molson Coors Class B
TAP
$9.7B
| $52.2M | 0.03% |
+1,089,805
| New | +$52.2M |
|