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 | |
|---|---|---|---|---|---|---|
801
Amphenol
APH
$146B
| $35.9M | 0.02% |
+3,686,136
| New | +$35.9M |
|
802
WisdomTree US MidCap Dividend Fund
DON
$3.86B
| $35.8M | 0.02% |
+1,640,025
| New | +$35.8M |
|
803
VanEck Agribusiness ETF
MOO
$630M
| $35.8M | 0.02% |
+699,872
| New | +$35.8M |
|
804
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
| $35.8M | 0.02% |
+625,776
| New | +$35.8M |
|
805
Textron
TXT
$14.7B
| $35.8M | 0.02% |
+1,373,798
| New | +$35.8M |
|
806
Fastenal
FAST
$54.3B
| $35.8M | 0.02% |
+3,125,400
| New | +$35.8M |
|
|
CCC
807
DELISTED
Calgon Carbon Corp
CCC
| $35.8M | 0.02% |
+2,143,269
| New | +$35.7M |
|
|
THI
808
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $35.7M | 0.02% |
+660,249
| New | +$35.7M |
|
809
Southwest Airlines
LUV
$16.7B
| $35.7M | 0.02% |
+2,770,958
| New | +$35.7M |
|
810
Rio Tinto
RIO
$102B
| $35.7M | 0.02% |
+868,703
| New | +$35.7M |
|
|
NPP
811
DELISTED
NUVEEN PERFORMANCE+MUN FUND
NPP
| $35.5M | 0.02% |
+2,464,328
| New | +$35.5M |
|
812
Lincoln National
LNC
$7.99B
| $35.4M | 0.02% |
+971,128
| New | +$35.4M |
|
|
STEI
813
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
| $35.3M | 0.02% |
+2,694,128
| New | +$35.3M |
|
|
ANDX
814
DELISTED
Andeavor Logistics LP
ANDX
| $35.3M | 0.02% |
+584,367
| New | +$35.3M |
|
|
MR
815
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
| $35.3M | 0.02% |
+943,238
| New | +$35.3M |
|
816
iShares US Telecommunications ETF
IYZ
$614M
| $35.3M | 0.02% |
+1,363,674
| New | +$35.3M |
|
817
Wolfspeed
WOLF
$294M
| $35.2M | 0.02% |
+552,089
| New | +$35.2M |
|
818
TEGNA Inc
TGNA
$3.38B
| $35.2M | 0.02% |
+2,749,258
| New | +$35.2M |
|
819
Ingredion
INGR
$8.14B
| $35.1M | 0.02% |
+534,811
| New | +$35.1M |
|
820
SiriusXM
SIRI
$8.02B
| $35.1M | 0.02% |
+1,047,605
| New | +$35.1M |
|
821
MGM Resorts International
MGM
$9.62B
| $35M | 0.02% |
+2,370,968
| New | +$35M |
|
822
The GEO Group
GEO
$3.26B
| $34.9M | 0.02% |
+1,543,148
| New | +$34.9M |
|
823
Ball Corp
BALL
$13.9B
| $34.8M | 0.02% |
+1,675,224
| New | +$34.8M |
|
824
Invesco KBW Bank ETF
KBWB
$4.98B
| $34.7M | 0.02% |
+1,098,777
| New | +$34.7M |
|
825
Cheniere Energy
LNG
$52.1B
| $34.5M | 0.02% |
+1,244,495
| New | +$34.5M |
|