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 | |
|---|---|---|---|---|---|---|
626
Eagle Materials
EXP
$7.86B
| $56.9M | 0.03% |
784,412
-575,465
| -42% | -$41.7M |
|
|
HPP
627
Hudson Pacific Properties
HPP
$1.16B
| $56.8M | 0.03% |
2,921,427
-173,244
| -6% | -$3.37M |
|
628
Mid-America Apartment Communities
MAA
$17B
| $56.7M | 0.03% |
907,596
+58,349
| +7% | +$3.65M |
|
629
VanEck Semiconductor ETF
SMH
$27.3B
| $56.5M | 0.03% |
2,832,910
+413,056
| +17% | +$8.24M |
|
630
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $56.2M | 0.03% |
673,217
-62,206
| -8% | -$5.19M |
|
|
RAI
631
DELISTED
Reynolds American Inc
RAI
| $56M | 0.03% |
2,296,870
+76,676
| +3% | +$1.87M |
|
|
LIN
632
DELISTED
LIN MEDIA LLC CLASS A COM
LIN
| $56M | 0.03% |
+2,759,636
| New | +$56M |
|
633
Ameren
AEE
$27.2B
| $56M | 0.03% |
1,606,079
-51,359
| -3% | -$1.79M |
|
|
GAP
634
The Gap, Inc.
GAP
$8.83B
| $55.9M | 0.03% |
1,386,825
+169,487
| +14% | +$6.83M |
|
635
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
| $55.9M | 0.03% |
1,149,215
-385,311
| -25% | -$18.7M |
|
636
Cousins Properties
CUZ
$4.95B
| $55.6M | 0.03% |
1,913,537
+124,455
| +7% | +$3.62M |
|
637
Consolidated Edison
ED
$35.4B
| $55.3M | 0.03% |
1,002,544
-121,296
| -11% | -$6.69M |
|
638
Invesco Large Cap Value ETF
PWV
$1.18B
| $55.1M | 0.03% |
2,128,052
+136,225
| +7% | +$3.53M |
|
639
Murphy Oil
MUR
$3.56B
| $54.9M | 0.03% |
910,661
-265,674
| -23% | -$16M |
|
640
Sprott Physical Gold and Silver Trust
CEF
$6.5B
| $54.9M | 0.03% |
3,734,586
+1,082,157
| +41% | +$15.9M |
|
641
CoStar Group
CSGP
$37.9B
| $54.7M | 0.03% |
3,256,110
-2,067,590
| -39% | -$34.7M |
|
642
Expedia Group
EXPE
$26.6B
| $54.5M | 0.03% |
1,051,975
-268,257
| -20% | -$13.9M |
|
643
VanEck High Yield Muni ETF
HYD
$3.33B
| $54.4M | 0.03% |
931,453
-110,746
| -11% | -$6.47M |
|
644
Community Health Systems
CYH
$409M
| $54.3M | 0.03% |
1,582,036
-1,260,909
| -44% | -$43.2M |
|
|
HMSY
645
DELISTED
HMS Holdings Corp.
HMSY
| $54.1M | 0.03% |
2,517,374
-41,762
| -2% | -$897K |
|
646
Rithm Capital
RITM
$6.69B
| $53.7M | 0.03% |
4,055,122
+943,070
| +30% | +$12.5M |
|
647
Mattel
MAT
$6.06B
| $53.2M | 0.03% |
1,270,767
+217,815
| +21% | +$9.12M |
|
648
Crown Holdings
CCK
$11B
| $52.9M | 0.03% |
1,252,174
+200,192
| +19% | +$8.46M |
|
|
ARP
649
DELISTED
ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS
ARP
| $52.8M | 0.03% |
2,523,522
+663,871
| +36% | +$13.9M |
|
650
Essex Property Trust
ESS
$17.3B
| $52.8M | 0.03% |
357,451
-76,364
| -18% | -$11.3M |
|