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 | |
|---|---|---|---|---|---|---|
751
Ralph Lauren
RL
$19.2B
| $40M | 0.02% |
+230,141
| New | +$40M |
|
752
Micron Technology
MU
$169B
| $39.7M | 0.02% |
+2,771,319
| New | +$39.7M |
|
753
ProShares Large Cap Core Plus
CSM
$475M
| $39.6M | 0.02% |
+2,083,340
| New | +$39.6M |
|
754
First Trust Value Line Dividend Fund
FVD
$9.19B
| $39.4M | 0.02% |
+2,025,272
| New | +$39.4M |
|
755
NetApp
NTAP
$25B
| $39.4M | 0.02% |
+1,043,220
| New | +$39.4M |
|
|
FLG
756
Flagstar Financial, Inc.
FLG
$5.3B
| $39.4M | 0.02% |
+937,296
| New | +$39.4M |
|
757
Delek US
DK
$1.72B
| $39.3M | 0.02% |
+1,366,138
| New | +$39.3M |
|
758
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.19B
| $39.3M | 0.02% |
+929,994
| New | +$39.3M |
|
|
ETP
759
DELISTED
Energy Transfer Partners, L.P.
ETP
| $39.2M | 0.02% |
+1,226,088
| New | +$39.2M |
|
760
Advance Auto Parts
AAP
$3.73B
| $39.1M | 0.02% |
+482,065
| New | +$39.1M |
|
|
VMW
761
DELISTED
VMware, Inc
VMW
| $39.1M | 0.02% |
+583,866
| New | +$39.1M |
|
762
HF Sinclair
DINO
$9.68B
| $39M | 0.02% |
+912,338
| New | +$39M |
|
763
Liberty Global Class A
LBTYA
$4.07B
| $39M | 0.02% |
+1,286,278
| New | +$39M |
|
|
ITC
764
DELISTED
ITC HOLDINGS CORP
ITC
| $38.9M | 0.02% |
+1,277,514
| New | +$38.9M |
|
765
WisdomTree US High Dividend Fund
DHS
$1.31B
| $38.9M | 0.02% |
+751,710
| New | +$38.9M |
|
|
GMLP
766
DELISTED
Golar LNG Partners LP
GMLP
| $38.8M | 0.02% |
+1,136,921
| New | +$38.8M |
|
767
FirstEnergy
FE
$25.2B
| $38.8M | 0.02% |
+1,037,957
| New | +$38.8M |
|
768
Texas Capital Bancshares
TCBI
$4B
| $38.5M | 0.02% |
+867,772
| New | +$38.5M |
|
769
Xerox
XRX
$466M
| $38.5M | 0.02% |
+1,610,328
| New | +$38.5M |
|
770
Newell Brands
NWL
$2.55B
| $38.5M | 0.02% |
+1,465,142
| New | +$38.5M |
|
771
Adobe
ADBE
$149B
| $38.4M | 0.02% |
+843,259
| New | +$38.4M |
|
772
First Trust Financials AlphaDEX Fund
FXO
$2.26B
| $38.4M | 0.02% |
+2,042,963
| New | +$38.4M |
|
773
Radian Group
RDN
$4.81B
| $38.2M | 0.02% |
+3,288,259
| New | +$38.2M |
|
774
iShares US Consumer Staples ETF
IYK
$1.34B
| $38.2M | 0.02% |
+1,319,448
| New | +$38.2M |
|
775
Cedar Fair
FUN
$2.2B
| $38.1M | 0.02% |
+921,469
| New | +$38.1M |
|