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 |
TWTR
Twitter, Inc.
TWTR
|
$873M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$802M |
| 3 |
Apple
AAPL
|
$763M |
| 4 |
Hilton Worldwide
HLT
|
$587M |
| 5 |
Williams Companies
WMB
|
$368M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.44B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$947M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$927M |
| 4 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$394M |
| 5 |
NVE
NV ENERGY, INC
NVE
|
$378M |
Sector Composition
| 1 | Technology | 9.16% |
| 2 | Financials | 8.97% |
| 3 | Healthcare | 7.57% |
| 4 | Energy | 7% |
| 5 | Consumer Discretionary | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Darden Restaurants
DRI
$24.5B
| $48.6M | 0.02% |
1,000,036
-15,824
| -2% | -$769K |
|
|
CLR
752
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $48.6M | 0.02% |
863,022
+46,732
| +6% | +$2.63M |
|
753
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.24B
| $48.5M | 0.02% |
1,797,770
-95,706
| -5% | -$2.58M |
|
|
HTSI
754
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $48.5M | 0.02% |
983,522
+478,435
| +95% | +$23.6M |
|
|
EEP
755
DELISTED
Enbridge Energy Partners
EEP
| $48.3M | 0.02% |
1,617,438
-109,880
| -6% | -$3.28M |
|
|
PMT
756
PennyMac Mortgage Investment
PMT
$1.1B
| $48.1M | 0.02% |
2,094,092
+491,628
| +31% | +$11.3M |
|
|
HSH
757
DELISTED
HILLSHIRE BRANDS CO
HSH
| $47.9M | 0.02% |
1,431,926
-820,322
| -36% | -$27.4M |
|
758
WEC Energy
WEC
$34.7B
| $47.8M | 0.02% |
1,156,230
-80,293
| -6% | -$3.32M |
|
759
Invesco Mortgage Capital
IVR
$529M
| $47.8M | 0.02% |
325,418
-143,031
| -31% | -$21M |
|
760
Alnylam Pharmaceuticals
ALNY
$59.4B
| $47.7M | 0.02% |
741,565
+550,847
| +289% | +$35.4M |
|
|
JSN
761
DELISTED
NUVEEN EQUITY PREMIUM OPPORTUNITY FUND
JSN
| $47.7M | 0.02% |
3,768,788
-74,407
| -2% | -$941K |
|
762
Wheaton Precious Metals
WPM
$47.3B
| $47.6M | 0.02% |
2,359,031
+381,950
| +19% | +$7.71M |
|
763
NiSource
NI
$19B
| $47.6M | 0.02% |
3,681,913
+891,547
| +32% | +$11.5M |
|
764
Golar LNG
GLNG
$4.52B
| $47.6M | 0.02% |
1,310,794
+161,830
| +14% | +$5.87M |
|
765
Scorpio Tankers
STNG
$2.71B
| $47.3M | 0.02% |
401,582
+12,885
| +3% | +$1.52M |
|
766
ProShares Large Cap Core Plus
CSM
$469M
| $47.3M | 0.02% |
2,150,944
+149,196
| +7% | +$3.28M |
|
767
Loews
L
$20B
| $47.2M | 0.02% |
978,705
+528,266
| +117% | +$25.5M |
|
768
Intercontinental Exchange
ICE
$99.8B
| $47.2M | 0.02% |
1,049,320
+430,480
| +70% | +$19.4M |
|
|
ACC
769
DELISTED
American Campus Communities, Inc.
ACC
| $47.2M | 0.02% |
1,464,705
+27,348
| +2% | +$881K |
|
770
W.W. Grainger
GWW
$47.5B
| $47.1M | 0.02% |
184,339
+5,646
| +3% | +$1.44M |
|
771
iShares MSCI Australia ETF
EWA
$1.53B
| $47.1M | 0.02% |
1,931,845
-396,257
| -17% | -$9.66M |
|
772
iShares Russell 3000 ETF
IWV
$16.7B
| $47M | 0.02% |
424,707
-16,206
| -4% | -$1.79M |
|
773
Regions Financial
RF
$24.1B
| $46.9M | 0.02% |
4,740,282
-462,240
| -9% | -$4.57M |
|
774
J.M. Smucker
SJM
$12B
| $46.9M | 0.02% |
452,223
+140,808
| +45% | +$14.6M |
|
775
SPDR S&P Pharmaceuticals ETF
XPH
$189M
| $46.9M | 0.02% |
1,065,168
-4,482
| -0.4% | -$197K |
|