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
|
+$2.35B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.03B |
| 3 |
iShares US Real Estate ETF
IYR
|
+$410M |
| 4 |
Blackstone
BX
|
+$350M |
| 5 |
Wells Fargo
WFC
|
+$334M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
+$723M |
| 2 |
Apple
AAPL
|
+$637M |
| 3 |
Herbalife
HLF
|
+$346M |
| 4 |
Salesforce
CRM
|
+$330M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$310M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 8.65% |
| 3 | Energy | 6.63% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Staples | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Southern Copper
SCCO
$81.1B
| $31.3M | 0.01% |
1,205,757
-86,301
| -7% | -$2.24M |
|
927
iShares Global 100 ETF
IOO
$7.1B
| $31.2M | 0.01% |
868,406
-21,676
| -2% | -$780K |
|
928
iShares MSCI Hong Kong ETF
EWH
$724M
| $31.2M | 0.01% |
1,557,708
+431,838
| +38% | +$8.65M |
|
|
FL
929
DELISTED
Foot Locker
FL
| $31.2M | 0.01% |
917,849
+131,469
| +17% | +$4.46M |
|
930
Broadcom
AVGO
$1.58T
| $31.1M | 0.01% |
7,226,010
-311,960
| -4% | -$1.34M |
|
931
iShares US Pharmaceuticals ETF
IHE
$583M
| $31.1M | 0.01% |
877,653
+23,799
| +3% | +$844K |
|
932
WisdomTree US High Dividend Fund
DHS
$1.29B
| $31M | 0.01% |
597,641
-154,069
| -20% | -$8M |
|
933
Chart Industries
GTLS
$8.96B
| $31M | 0.01% |
252,024
-40,759
| -14% | -$5.02M |
|
934
iShares MSCI EAFE Growth ETF
EFG
$13.3B
| $31M | 0.01% |
454,266
+7,124
| +2% | +$485K |
|
|
TXTR
935
DELISTED
TEXTURA CORPORATION COM
TXTR
| $30.9M | 0.01% |
717,862
+117,262
| +20% | +$5.05M |
|
936
Eversource Energy
ES
$23.7B
| $30.9M | 0.01% |
748,375
-211,019
| -22% | -$8.7M |
|
937
Mohawk Industries
MHK
$8.42B
| $30.9M | 0.01% |
236,883
-5,140
| -2% | -$669K |
|
|
GWR
938
DELISTED
Genesee & Wyoming Inc.
GWR
| $30.8M | 0.01% |
331,027
+83,101
| +34% | +$7.73M |
|
939
Lennar Class A
LEN
$35.6B
| $30.7M | 0.01% |
911,288
-369,841
| -29% | -$12.5M |
|
940
Manitowoc
MTW
$354M
| $30.5M | 0.01% |
1,723,500
+429,261
| +33% | +$7.61M |
|
941
PACCAR
PCAR
$51.2B
| $30.5M | 0.01% |
822,930
+272,037
| +49% | +$10.1M |
|
942
Jefferies Financial Group
JEF
$13.3B
| $30.5M | 0.01% |
1,251,252
-1,017,891
| -45% | -$24.8M |
|
943
NetApp
NTAP
$24.6B
| $30.4M | 0.01% |
713,864
-329,356
| -32% | -$14M |
|
|
ONIT
944
Onity Group Inc.
ONIT
$350M
| $30.3M | 0.01% |
36,279
-5,802
| -14% | -$4.85M |
|
945
Newell Brands
NWL
$2.61B
| $30.3M | 0.01% |
1,102,125
-363,017
| -25% | -$9.98M |
|
946
Coca-Cola Europacific Partners
CCEP
$41.6B
| $30.3M | 0.01% |
753,165
-950,512
| -56% | -$38.2M |
|
|
WPRT
947
Westport Fuel Systems
WPRT
$40.4M
| $30.1M | 0.01% |
124,565
+58,045
| +87% | +$14M |
|
|
LSI
948
DELISTED
Life Storage, Inc.
LSI
| $30M | 0.01% |
595,335
+34,425
| +6% | +$1.74M |
|
949
Ross Stores
ROST
$48.7B
| $30M | 0.01% |
823,916
-345,584
| -30% | -$12.6M |
|
950
Invesco Pharmaceuticals ETF
PJP
$265M
| $30M | 0.01% |
650,979
+168,375
| +35% | +$7.75M |
|