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 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PXD
776
DELISTED
Pioneer Natural Resource Co.
PXD
| $51.9M | 0.02% |
225,845
+2,248
| +1% | +$517K |
|
777
iShares US Healthcare ETF
IYH
$2.79B
| $51.9M | 0.02% |
2,023,105
+380,305
| +23% | +$9.75M |
|
|
WUBA
778
DELISTED
58.COM INC
WUBA
| $51.8M | 0.02% |
958,040
+286,673
| +43% | +$15.5M |
|
779
MGM Resorts International
MGM
$9.8B
| $51.8M | 0.02% |
1,961,577
-855,617
| -30% | -$22.6M |
|
780
Universal Display
OLED
$6.91B
| $51.7M | 0.02% |
1,609,677
+50,189
| +3% | +$1.61M |
|
781
Angi Inc
ANGI
$803M
| $51.7M | 0.02% |
432,738
+31,381
| +8% | +$3.75M |
|
782
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$564M
| $51.6M | 0.02% |
775,475
+17,859
| +2% | +$1.19M |
|
783
MakeMyTrip
MMYT
$9.31B
| $51.5M | 0.02% |
1,465,950
+64,505
| +5% | +$2.27M |
|
784
Iron Mountain
IRM
$28.6B
| $51.3M | 0.02% |
1,564,946
+270,887
| +21% | +$8.88M |
|
785
First Trust Value Line Dividend Fund
FVD
$9.1B
| $50.8M | 0.02% |
2,222,379
-12,069
| -0.5% | -$276K |
|
|
HMSY
786
DELISTED
HMS Holdings Corp.
HMSY
| $50.8M | 0.02% |
2,488,320
+12,560
| +0.5% | +$256K |
|
787
HDFC Bank
HDB
$181B
| $50.8M | 0.02% |
2,168,694
-632,276
| -23% | -$14.8M |
|
788
Arthur J. Gallagher & Co
AJG
$76.7B
| $50.7M | 0.02% |
1,087,921
+757,023
| +229% | +$35.3M |
|
789
BlackRock Debt Strategies Fund
DSU
$590M
| $50.6M | 0.02% |
4,112,076
+350,329
| +9% | +$4.31M |
|
790
Polaris
PII
$3.35B
| $50.5M | 0.02% |
387,440
+20,039
| +5% | +$2.61M |
|
|
ETP
791
DELISTED
Energy Transfer Partners, L.P.
ETP
| $50.4M | 0.02% |
1,069,035
+20,743
| +2% | +$977K |
|
792
Pitney Bowes
PBI
$2.02B
| $50.3M | 0.02% |
1,822,905
+742,361
| +69% | +$20.5M |
|
793
Targa Resources
TRGP
$34.5B
| $50.3M | 0.02% |
360,556
+37,556
| +12% | +$5.24M |
|
794
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $50.3M | 0.02% |
2,238,894
+991,642
| +80% | +$22.3M |
|
795
Magna International
MGA
$13B
| $50.2M | 0.02% |
932,662
+64,138
| +7% | +$3.46M |
|
796
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $50.2M | 0.02% |
604,866
+39,714
| +7% | +$3.3M |
|
797
iShares MBS ETF
MBB
$41.4B
| $50.2M | 0.02% |
463,638
-68,415
| -13% | -$7.4M |
|
798
D.R. Horton
DHI
$53B
| $50.1M | 0.02% |
2,039,066
-259,788
| -11% | -$6.39M |
|
799
Clearway Energy Class C
CWEN
$3.34B
| $50.1M | 0.02% |
1,923,588
+1,827,052
| +1,893% | +$47.5M |
|
|
GMZ
800
DELISTED
Goldman Sachs MLP Income Opportunities Fund
GMZ
| $49.8M | 0.02% |
342,227
+163,880
| +92% | +$23.9M |
|