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 | |
|---|---|---|---|---|---|---|
876
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
| $31.9M | 0.02% |
+697,199
| New | +$31.9M |
|
|
TIF
877
DELISTED
Tiffany & Co.
TIF
| $31.8M | 0.02% |
+437,212
| New | +$31.8M |
|
878
Lazard
LAZ
$5.25B
| $31.8M | 0.02% |
+988,762
| New | +$31.8M |
|
879
SM Energy
SM
$3.14B
| $31.7M | 0.02% |
+527,790
| New | +$31.7M |
|
880
Brookfield
BN
$103B
| $31.6M | 0.02% |
+2,501,548
| New | +$31.6M |
|
881
Global X Guru Index ETF
GURU
$55.1M
| $31.6M | 0.02% |
+1,522,072
| New | +$31.6M |
|
|
CHL
882
DELISTED
China Mobile Limited
CHL
| $31.6M | 0.02% |
+610,312
| New | +$31.6M |
|
|
TLM
883
DELISTED
TALISMAN ENERGY INC
TLM
| $31.6M | 0.02% |
+2,763,902
| New | +$31.6M |
|
884
Loews
L
$19.9B
| $31.5M | 0.02% |
+709,775
| New | +$31.5M |
|
885
Microchip Technology
MCHP
$35.1B
| $31.3M | 0.02% |
+1,682,940
| New | +$31.3M |
|
886
Polaris
PII
$3.29B
| $31.3M | 0.02% |
+329,422
| New | +$31.3M |
|
|
GMCR
887
DELISTED
KEURIG GREEN MTN INC
GMCR
| $31.2M | 0.02% |
+415,355
| New | +$31.2M |
|
888
Canadian Imperial Bank of Commerce
CM
$73.3B
| $31.2M | 0.02% |
+898,213
| New | +$31.2M |
|
889
Yelp
YELP
$1.97B
| $31.1M | 0.02% |
+894,788
| New | +$31.1M |
|
890
KeyCorp
KEY
$21B
| $31M | 0.02% |
+2,809,565
| New | +$31M |
|
891
Trinity Industries
TRN
$2.28B
| $31M | 0.02% |
+2,241,393
| New | +$31M |
|
892
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
| $30.8M | 0.02% |
+2,117,322
| New | +$30.8M |
|
893
Novo Nordisk
NVO
$241B
| $30.8M | 0.02% |
+1,988,480
| New | +$30.8M |
|
|
DO
894
DELISTED
Diamond Offshore Drilling
DO
| $30.8M | 0.02% |
+447,749
| New | +$30.8M |
|
|
ESV
895
DELISTED
Ensco Rowan plc
ESV
| $30.8M | 0.02% |
+132,462
| New | +$30.8M |
|
|
STI
896
DELISTED
SunTrust Banks, Inc.
STI
| $30.7M | 0.02% |
+973,869
| New | +$30.7M |
|
|
ASMI
897
DELISTED
ASM INTERNATL N.V
ASMI
| $30.7M | 0.02% |
+939,725
| New | +$30.7M |
|
|
BCF
898
DELISTED
BLACKROCK REAL ASSET EQUITY TRUST
BCF
| $30.6M | 0.02% |
+3,525,469
| New | +$30.6M |
|
899
Fiserv
FI
$73.8B
| $30.6M | 0.02% |
+1,398,980
| New | +$30.6M |
|
|
ADT
900
DELISTED
ADT CORP
ADT
| $30.5M | 0.02% |
+765,879
| New | +$30.5M |
|