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
|
+$1B |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
+$527M |
| 3 |
TSMC
TSM
|
+$526M |
| 4 |
Alibaba
BABA
|
+$503M |
| 5 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$449M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$737M |
| 2 |
Motorola Solutions
MSI
|
+$642M |
| 3 |
Carter's
CRI
|
+$447M |
| 4 |
Dollar Tree
DLTR
|
+$438M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$384M |
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Financials | 8.77% |
| 3 | Healthcare | 8.55% |
| 4 | Energy | 7.46% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
MakeMyTrip
MMYT
$9.31B
| $41.3M | 0.02% |
1,483,396
+17,446
| +1% | +$486K |
|
927
Hartford Financial Services
HIG
$36.8B
| $41.2M | 0.02% |
1,106,354
-482,588
| -30% | -$18M |
|
928
Newell Brands
NWL
$2.61B
| $41.2M | 0.02% |
1,197,107
-74,311
| -6% | -$2.56M |
|
|
XLNX
929
DELISTED
Xilinx Inc
XLNX
| $41.2M | 0.02% |
972,585
-179,310
| -16% | -$7.59M |
|
930
Brookfield
BN
$99B
| $41.1M | 0.02% |
2,604,704
-277,653
| -10% | -$4.38M |
|
931
Iron Mountain
IRM
$28.6B
| $41.1M | 0.02% |
1,258,691
-306,255
| -20% | -$10M |
|
932
Marriott International Class A Common Stock
MAR
$71.7B
| $41M | 0.02% |
587,073
+39,989
| +7% | +$2.8M |
|
933
Fortinet
FTNT
$61.2B
| $40.9M | 0.02% |
8,090,755
+2,045,610
| +34% | +$10.3M |
|
934
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
| $40.6M | 0.02% |
2,940,070
-92,190
| -3% | -$1.27M |
|
935
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $40.6M | 0.02% |
1,774,093
+518,584
| +41% | +$11.9M |
|
936
Eastman Chemical
EMN
$7.76B
| $40.4M | 0.02% |
499,035
-928,405
| -65% | -$75.1M |
|
937
Strategy Inc Common Stock Class A
MSTR
$93.2B
| $40.3M | 0.02% |
3,083,680
+210
| +0% | +$2.75K |
|
938
Charter Communications
CHTR
$36B
| $40.3M | 0.02% |
266,163
+75,842
| +40% | +$11.5M |
|
939
Allison Transmission
ALSN
$7.41B
| $40.3M | 0.02% |
1,413,940
+459,153
| +48% | +$13.1M |
|
940
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $40.1M | 0.02% |
815,072
+93,306
| +13% | +$4.58M |
|
941
iShares Latin America 40 ETF
ILF
$1.77B
| $40M | 0.02% |
1,085,933
-117,723
| -10% | -$4.34M |
|
942
Invesco International Dividend Achievers ETF
PID
$864M
| $39.9M | 0.02% |
2,156,679
+359,402
| +20% | +$6.65M |
|
943
Morgan Stanley
MS
$243B
| $39.9M | 0.02% |
1,154,025
+511,084
| +79% | +$17.7M |
|
944
Marvell Technology
MRVL
$57.6B
| $39.8M | 0.02% |
2,952,655
-701,489
| -19% | -$9.46M |
|
|
ORAN
945
DELISTED
Orange
ORAN
| $39.7M | 0.02% |
2,695,475
+47,970
| +2% | +$707K |
|
946
Cohen & Steers Quality Income Realty Fund
RQI
$1.68B
| $39.7M | 0.02% |
3,735,167
+271,676
| +8% | +$2.89M |
|
947
Vanguard Total International Stock ETF
VXUS
$103B
| $39.7M | 0.02% |
778,342
+50,588
| +7% | +$2.58M |
|
948
WEC Energy
WEC
$34.6B
| $39.7M | 0.02% |
923,019
-122,614
| -12% | -$5.27M |
|
|
ETG
949
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.6B
| $39.7M | 0.02% |
2,331,028
-49,164
| -2% | -$837K |
|
950
Madison Square Garden
MSGS
$4.96B
| $39.7M | 0.02% |
841,093
-3,959,281
| -82% | -$187M |
|