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 | |
|---|---|---|---|---|---|---|
626
Kimco Realty
KIM
$15.1B
| $52.1M | 0.03% |
+2,430,328
| New | +$52.1M |
|
627
Intuit
INTU
$183B
| $52M | 0.03% |
+851,293
| New | +$52M |
|
628
Iron Mountain
IRM
$28.8B
| $51.9M | 0.03% |
+2,109,541
| New | +$51.9M |
|
|
BHI
629
DELISTED
Baker Hughes
BHI
| $51.8M | 0.03% |
+1,122,466
| New | +$51.8M |
|
630
Regeneron Pharmaceuticals
REGN
$58.9B
| $51.8M | 0.03% |
+230,223
| New | +$51.8M |
|
631
Republic Services
RSG
$71.3B
| $51.7M | 0.03% |
+1,524,374
| New | +$51.7M |
|
|
OKS
632
DELISTED
Oneok Partners LP
OKS
| $51.7M | 0.03% |
+1,043,311
| New | +$51.7M |
|
|
SOHU
633
Sohu.com
SOHU
$474M
| $51.6M | 0.03% |
+837,903
| New | +$51.6M |
|
|
CBL
634
DELISTED
CBL& Associates Properties, Inc.
CBL
| $51.4M | 0.03% |
+2,400,271
| New | +$51.4M |
|
|
CTXS
635
DELISTED
Citrix Systems Inc
CTXS
| $51.4M | 0.03% |
+1,069,454
| New | +$51.4M |
|
|
BRSL
636
Brightstar Lottery PLC
BRSL
$3.13B
| $51.4M | 0.03% |
+3,074,667
| New | +$51.4M |
|
637
ProShares VIX Mid-Term Futures ETF
VIXM
$41.2M
| $51.2M | 0.03% |
+452,916
| New | +$51.2M |
|
638
National Grid
NGG
$70.1B
| $51.1M | 0.03% |
+922,198
| New | +$51.1M |
|
639
Masco
MAS
$15.3B
| $51M | 0.03% |
+2,979,790
| New | +$51M |
|
640
Hartford Financial Services
HIG
$36.9B
| $51M | 0.03% |
+1,650,035
| New | +$51M |
|
641
Cousins Properties
CUZ
$4.91B
| $51M | 0.03% |
+1,789,082
| New | +$51M |
|
642
Principal Financial Group
PFG
$17.8B
| $51M | 0.03% |
+1,360,923
| New | +$51M |
|
643
T Rowe Price
TROW
$23.4B
| $50.8M | 0.03% |
+694,347
| New | +$50.8M |
|
|
GAP
644
The Gap, Inc.
GAP
$8.93B
| $50.8M | 0.03% |
+1,217,338
| New | +$50.8M |
|
645
SPDR Dow Jones REIT ETF
RWR
$1.85B
| $50.7M | 0.03% |
+667,438
| New | +$50.7M |
|
646
Air Products & Chemicals
APD
$64B
| $50.7M | 0.03% |
+598,003
| New | +$50.7M |
|
647
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $50.6M | 0.03% |
+1,432,926
| New | +$50.6M |
|
648
Five Below
FIVE
$8.05B
| $50.5M | 0.03% |
+1,369,968
| New | +$50.5M |
|
649
Invesco Large Cap Value ETF
PWV
$1.4B
| $50.4M | 0.03% |
+1,991,827
| New | +$50.4M |
|
650
Macy's
M
$4.56B
| $50.2M | 0.03% |
+1,045,996
| New | +$50.2M |
|