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 | |
|---|---|---|---|---|---|---|
826
Sony
SONY
$172B
| $47.8M | 0.02% |
14,250,810
+9,404,460
| +194% | +$31.5M |
|
|
JNPR
827
DELISTED
Juniper Networks
JNPR
| $47.6M | 0.02% |
1,941,598
+377,516
| +24% | +$9.26M |
|
828
Best Buy
BBY
$16.2B
| $47.5M | 0.02% |
1,533,367
+600,982
| +64% | +$18.6M |
|
829
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.24B
| $47.5M | 0.02% |
1,002,372
+198,018
| +25% | +$9.38M |
|
830
Liberty Global Class A
LBTYA
$3.99B
| $47.5M | 0.02% |
1,301,593
+860,757
| +195% | +$31.4M |
|
|
TW
831
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $47.4M | 0.02% |
454,608
+234,819
| +107% | +$24.5M |
|
832
Columbia Emerging Markets Consumer ETF
ECON
$223M
| $47.4M | 0.02% |
1,707,805
+426,188
| +33% | +$11.8M |
|
833
iShares Short Treasury Bond ETF
SHV
$20.7B
| $47.4M | 0.02% |
429,465
-186,597
| -30% | -$20.6M |
|
834
SPDR S&P Semiconductor ETF
XSD
$1.45B
| $47.3M | 0.02% |
1,259,112
+890,796
| +242% | +$33.5M |
|
835
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $47.2M | 0.02% |
895,976
+388,905
| +77% | +$20.5M |
|
836
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.87B
| $47.2M | 0.02% |
1,209,693
-104,953
| -8% | -$4.09M |
|
837
Autodesk
ADSK
$69.3B
| $47.1M | 0.02% |
835,677
-8,314
| -1% | -$469K |
|
838
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
| $47M | 0.02% |
1,007,685
+243,683
| +32% | +$11.4M |
|
|
SWN
839
DELISTED
Southwestern Energy Company
SWN
| $46.8M | 0.02% |
1,028,345
+592,231
| +136% | +$26.9M |
|
840
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $46.8M | 0.02% |
721,910
+39,875
| +6% | +$2.58M |
|
841
Invesco India ETF
PIN
$210M
| $46.6M | 0.02% |
2,154,598
+1,378,918
| +178% | +$29.8M |
|
842
iShares Russell 3000 ETF
IWV
$16.7B
| $46.6M | 0.02% |
395,468
+7,173
| +2% | +$845K |
|
|
EQC
843
DELISTED
Equity Commonwealth
EQC
| $46.5M | 0.02% |
1,765,707
+811,664
| +85% | +$21.4M |
|
844
Omnicom Group
OMC
$15.1B
| $46.4M | 0.02% |
651,590
-969,138
| -60% | -$69M |
|
|
NUAN
845
DELISTED
Nuance Communications, Inc.
NUAN
| $46.2M | 0.02% |
2,845,852
-628,819
| -18% | -$10.2M |
|
846
EQT Corp
EQT
$31.4B
| $46.2M | 0.02% |
794,409
-438,150
| -36% | -$25.5M |
|
847
Zoetis
ZTS
$67.3B
| $46.1M | 0.02% |
1,427,842
+347,517
| +32% | +$11.2M |
|
848
iShares Latin America 40 ETF
ILF
$1.77B
| $46M | 0.02% |
1,203,656
+33,583
| +3% | +$1.28M |
|
|
VE
849
DELISTED
VEOLIA ENVIRONNEMENT
VE
| $46M | 0.02% |
2,422,514
+94,716
| +4% | +$1.8M |
|
|
PETM
850
DELISTED
PETSMART INC
PETM
| $46M | 0.02% |
769,339
+136,686
| +22% | +$8.17M |
|