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 |
Uber
UBER
|
+$916M |
| 2 |
Okta
OKTA
|
+$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$718M |
| 4 |
Shopify
SHOP
|
+$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.3B |
| 2 |
Walt Disney
DIS
|
+$985M |
| 3 |
Ecolab
ECL
|
+$893M |
| 4 |
SPDR Gold Trust
GLD
|
+$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Western Midstream Partners
WES
$14.5B
| $72.4M | 0.02% |
3,678,192
+1,540,314
| +72% | +$30.3M |
|
752
Expedia Group
EXPE
$26.9B
| $72.3M | 0.02% |
668,372
+433,631
| +185% | +$46.9M |
|
|
EQM
753
DELISTED
EQM Midstream Partners, LP
EQM
| $72.3M | 0.02% |
2,416,161
+1,402,581
| +138% | +$42M |
|
754
O'Reilly Automotive
ORLY
$90.3B
| $72.3M | 0.02% |
2,473,185
+505,215
| +26% | +$14.8M |
|
755
Fresenius Medical Care
FMS
$14.8B
| $72.2M | 0.02% |
1,960,890
+459,548
| +31% | +$16.9M |
|
756
Invesco Variable Rate Preferred ETF
VRP
$2.19B
| $71.9M | 0.02% |
2,785,120
+226,782
| +9% | +$5.86M |
|
757
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.9B
| $71.6M | 0.02% |
1,227,718
+116,652
| +10% | +$6.8M |
|
758
iShares MSCI EAFE Growth ETF
EFG
$13.3B
| $70.8M | 0.02% |
818,764
+60,695
| +8% | +$5.25M |
|
759
First Majestic Silver
AG
$4.47B
| $70.8M | 0.02% |
5,774,540
+544,752
| +10% | +$6.68M |
|
760
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $70.5M | 0.02% |
730,062
+52,432
| +8% | +$5.06M |
|
|
NS
761
DELISTED
NuStar Energy L.P.
NS
| $70.5M | 0.02% |
2,726,321
+1,970,538
| +261% | +$50.9M |
|
762
Invesco FTSE RAFI US 1000 ETF
PRF
$8.11B
| $70M | 0.02% |
2,763,270
+191,375
| +7% | +$4.85M |
|
763
First Trust Dorsey Wright International Focus 5 ETF
IFV
$173M
| $70M | 0.02% |
3,282,580
-116,134
| -3% | -$2.48M |
|
764
Sibanye-Stillwater
SBSW
$6.04B
| $69.6M | 0.02% |
7,013,725
+816,867
| +13% | +$8.11M |
|
765
iShares US Financials ETF
IYF
$4.03B
| $69.6M | 0.02% |
1,010,476
+55,302
| +6% | +$3.81M |
|
766
Wheaton Precious Metals
WPM
$47.5B
| $69.5M | 0.02% |
2,335,068
+448,569
| +24% | +$13.3M |
|
|
BSCM
767
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $69.5M | 0.02% |
3,229,596
+218,411
| +7% | +$4.7M |
|
768
Global X MLP ETF
MLPA
$1.83B
| $69.4M | 0.02% |
1,467,305
+206,133
| +16% | +$9.75M |
|
769
Sunstone Hotel Investors
SHO
$1.79B
| $69.1M | 0.02% |
4,961,343
-28,278
| -0.6% | -$394K |
|
770
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $68.9M | 0.02% |
1,296,548
+345,138
| +36% | +$18.4M |
|
771
American Airlines Group
AAL
$8.42B
| $68.9M | 0.02% |
2,402,112
+332,281
| +16% | +$9.53M |
|
772
Synchrony
SYF
$28B
| $68.2M | 0.02% |
1,894,228
+370,546
| +24% | +$13.3M |
|
773
Regions Financial
RF
$24.1B
| $68.2M | 0.02% |
3,973,860
-210,179
| -5% | -$3.61M |
|
774
Royce Value Trust
RVT
$1.95B
| $68.1M | 0.02% |
4,613,172
+7,451
| +0.2% | +$110K |
|
775
VanEck High Yield Muni ETF
HYD
$3.35B
| $68M | 0.02% |
1,061,786
+93,860
| +10% | +$6.01M |
|