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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Globe Life
GL
$11.3B
| $132M | 0.02% |
1,092,687
+317,221
| +41% | +$38.2M |
|
877
Advance Auto Parts
AAP
$3.55B
| $132M | 0.01% |
894,618
+55,985
| +7% | +$8.23M |
|
878
Cooper Companies
COO
$13.5B
| $131M | 0.01% |
1,586,508
+500,492
| +46% | +$41.4M |
|
879
Lamar Advertising Co
LAMR
$12.8B
| $131M | 0.01% |
1,384,858
+463,212
| +50% | +$43.7M |
|
880
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $131M | 0.01% |
1,083,457
+18,932
| +2% | +$2.28M |
|
881
Las Vegas Sands
LVS
$37.4B
| $130M | 0.01% |
2,714,553
+111,027
| +4% | +$5.34M |
|
|
GOOS
882
Canada Goose Holdings
GOOS
$1.42B
| $130M | 0.01% |
7,321,855
-1,283,440
| -15% | -$22.9M |
|
883
Robert Half
RHI
$3.56B
| $130M | 0.01% |
1,764,456
+19,682
| +1% | +$1.45M |
|
|
JNPR
884
DELISTED
Juniper Networks
JNPR
| $130M | 0.01% |
4,065,989
+967,226
| +31% | +$30.9M |
|
885
Credicorp
BAP
$21B
| $130M | 0.01% |
955,915
+75,612
| +9% | +$10.3M |
|
886
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $129M | 0.01% |
5,755,947
+1,476,055
| +34% | +$33M |
|
887
Middleby
MIDD
$6.99B
| $129M | 0.01% |
961,968
+615,707
| +178% | +$82.4M |
|
888
Invesco Preferred ETF
PGX
$3.99B
| $128M | 0.01% |
11,412,032
+172,922
| +2% | +$1.93M |
|
889
John Hancock Multifactor Mid Cap ETF
JHMM
$4.46B
| $128M | 0.01% |
2,740,711
-187,386
| -6% | -$8.72M |
|
890
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $127M | 0.01% |
3,177,742
+492,929
| +18% | +$19.7M |
|
891
RELX
RELX
$82.4B
| $127M | 0.01% |
4,581,965
+283,667
| +7% | +$7.86M |
|
892
Starwood Property Trust
STWD
$7.6B
| $127M | 0.01% |
6,928,927
+84,691
| +1% | +$1.55M |
|
893
Dropbox
DBX
$8.29B
| $126M | 0.01% |
5,646,560
+2,581,140
| +84% | +$57.8M |
|
894
Gabelli Dividend & Income Trust
GDV
$2.39B
| $126M | 0.01% |
6,129,138
-408,599
| -6% | -$8.42M |
|
895
Teradyne
TER
$18.7B
| $126M | 0.01% |
1,438,841
+180,033
| +14% | +$15.7M |
|
896
First Trust Energy AlphaDEX Fund
FXN
$284M
| $125M | 0.01% |
7,332,963
+594,581
| +9% | +$10.2M |
|
897
Gen Digital
GEN
$18B
| $125M | 0.01% |
5,846,287
+293,277
| +5% | +$6.28M |
|
898
CubeSmart
CUBE
$9.29B
| $125M | 0.01% |
3,098,613
+1,996,294
| +181% | +$80.4M |
|
899
Imperial Oil
IMO
$46.6B
| $125M | 0.01% |
2,557,092
+1,223,456
| +92% | +$59.6M |
|
900
SPDR Portfolio S&P 500 ETF
SPLG
$85.8B
| $124M | 0.01% |
2,767,713
+12,712
| +0.5% | +$572K |
|