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 | |
|---|---|---|---|---|---|---|
801
Radian Group
RDN
$4.79B
| $44.2M | 0.02% |
3,127,463
+63,577
| +2% | +$898K |
|
802
Openlane
KAR
$3.09B
| $44M | 0.02% |
3,937,050
+2,977,555
| +310% | +$33.3M |
|
|
DS
803
DELISTED
Drive Shack Inc.
DS
| $44M | 0.02% |
8,471,475
+3,582,360
| +73% | +$18.6M |
|
|
GWR
804
DELISTED
Genesee & Wyoming Inc.
GWR
| $44M | 0.02% |
457,872
+126,845
| +38% | +$12.2M |
|
805
SPDR S&P Bank ETF
KBE
$1.62B
| $43.9M | 0.02% |
1,324,930
-307,801
| -19% | -$10.2M |
|
806
Jazz Pharmaceuticals
JAZZ
$7.86B
| $43.8M | 0.02% |
345,799
-28,629
| -8% | -$3.62M |
|
|
TRW
807
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $43.6M | 0.02% |
585,845
+104,820
| +22% | +$7.8M |
|
|
GRA
808
DELISTED
W.R. Grace & Co.
GRA
| $43.6M | 0.02% |
440,748
+72,812
| +20% | +$7.2M |
|
809
Unum
UNM
$12.6B
| $43.5M | 0.02% |
1,238,578
+83,939
| +7% | +$2.94M |
|
810
Icahn Enterprises
IEP
$4.83B
| $43.4M | 0.02% |
396,281
+280,097
| +241% | +$30.6M |
|
811
Global X SuperDividend ETF
SDIV
$953M
| $43.2M | 0.02% |
613,905
+15,422
| +3% | +$1.09M |
|
812
Novo Nordisk
NVO
$245B
| $43.2M | 0.02% |
2,336,500
+170,490
| +8% | +$3.15M |
|
813
Genworth Financial
GNW
$3.52B
| $43.2M | 0.02% |
2,778,897
+760,274
| +38% | +$11.8M |
|
814
Invesco S&P 500 Pure Growth ETF
RPG
$1.72B
| $43.1M | 0.02% |
3,067,900
+507,040
| +20% | +$7.13M |
|
815
Constellation Brands
STZ
$26.2B
| $43M | 0.02% |
610,965
+291,884
| +91% | +$20.5M |
|
816
Crown Holdings
CCK
$10.7B
| $42.9M | 0.02% |
963,626
-288,548
| -23% | -$12.9M |
|
817
Harley-Davidson
HOG
$3.67B
| $42.9M | 0.02% |
619,637
+79,585
| +15% | +$5.51M |
|
818
MGM Resorts International
MGM
$9.98B
| $42.9M | 0.02% |
1,823,798
+363,748
| +25% | +$8.56M |
|
|
LINE
819
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
| $42.9M | 0.02% |
1,392,517
-959,862
| -41% | -$29.6M |
|
|
NLSN
820
DELISTED
Nielsen Holdings plc
NLSN
| $42.9M | 0.02% |
933,792
+529,317
| +131% | +$24.3M |
|
821
iShares US Consumer Discretionary ETF
IYC
$1.74B
| $42.7M | 0.02% |
1,405,428
+29,216
| +2% | +$887K |
|
822
KB Home
KBH
$4.63B
| $42.6M | 0.02% |
2,329,865
-15,664
| -0.7% | -$286K |
|
|
DCP
823
DELISTED
DCP Midstream, LP
DCP
| $42.6M | 0.02% |
845,839
+50,512
| +6% | +$2.54M |
|
824
SiriusXM
SIRI
$8.1B
| $42.6M | 0.02% |
1,220,243
+203,588
| +20% | +$7.11M |
|
825
TE Connectivity
TEL
$61.7B
| $42.6M | 0.02% |
772,090
+100,072
| +15% | +$5.51M |
|