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 | |
|---|---|---|---|---|---|---|
|
SLCA
701
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $44.1M | 0.02% |
+2,122,775
| New | +$44.1M |
|
702
Adeia
ADEA
$1.71B
| $44.1M | 0.02% |
+8,014,605
| New | +$44.1M |
|
703
Boston Beer
SAM
$2.4B
| $44.1M | 0.02% |
+258,373
| New | +$44.1M |
|
704
Vanguard Extended Market ETF
VXF
$24.5B
| $44.1M | 0.02% |
+631,223
| New | +$44.1M |
|
705
Lennar Class A
LEN
$36.3B
| $43.9M | 0.02% |
+1,281,129
| New | +$43.9M |
|
706
PENN Entertainment
PENN
$2.92B
| $43.9M | 0.02% |
+3,669,290
| New | +$43.9M |
|
707
Western Midstream Partners
WES
$14.6B
| $43.9M | 0.02% |
+1,065,263
| New | +$43.9M |
|
708
AstraZeneca
AZN
$251B
| $43.8M | 0.02% |
+1,850,380
| New | +$43.8M |
|
709
Crown Holdings
CCK
$11.4B
| $43.3M | 0.02% |
+1,051,982
| New | +$43.3M |
|
|
CERN
710
DELISTED
Cerner Corp
CERN
| $43.1M | 0.02% |
+897,696
| New | +$43.1M |
|
711
SPDR S&P Bank ETF
KBE
$1.56B
| $43.1M | 0.02% |
+1,501,568
| New | +$43.1M |
|
|
MIC
712
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $43.1M | 0.02% |
+806,599
| New | +$43.1M |
|
|
HQH
713
abrdn Healthcare Investors
HQH
$907M
| $43.1M | 0.02% |
+1,917,202
| New | +$43.1M |
|
|
VIAB
714
DELISTED
Viacom Inc. Class B
VIAB
| $43M | 0.02% |
+632,323
| New | +$43M |
|
715
SPDR S&P Emerging Markets Dividend ETF
EDIV
$884M
| $43M | 0.02% |
+1,109,095
| New | +$43M |
|
716
Ovintiv
OVV
$10.9B
| $42.9M | 0.02% |
+506,280
| New | +$42.9M |
|
717
Bio-Rad Laboratories Class A
BIO
$7.74B
| $42.8M | 0.02% |
+381,297
| New | +$42.8M |
|
718
ProShares Short Russell2000
RWM
$124M
| $42.6M | 0.02% |
+515,665
| New | +$42.6M |
|
|
SPLS
719
DELISTED
Staples Inc
SPLS
| $42.3M | 0.02% |
+2,666,101
| New | +$42.3M |
|
|
PCYC
720
DELISTED
PHARMACYCLICS INC
PCYC
| $42.2M | 0.02% |
+531,310
| New | +$42.2M |
|
721
MBIA
MBI
$386M
| $42.2M | 0.02% |
+3,170,989
| New | +$42.2M |
|
722
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
| $42.1M | 0.02% |
+4,143,514
| New | +$42.1M |
|
|
ASNA
723
DELISTED
Ascena Retail Group, Inc.
ASNA
| $42.1M | 0.02% |
+120,696
| New | +$42.1M |
|
724
Unum
UNM
$12.8B
| $42M | 0.02% |
+1,429,393
| New | +$42M |
|
|
KKD
725
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $42M | 0.02% |
+2,404,417
| New | +$42M |
|