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 | |
|---|---|---|---|---|---|---|
951
Cincinnati Financial
CINF
$24.5B
| $27.9M | 0.01% |
+607,016
| New | +$27.9M |
|
|
BSJF
952
DELISTED
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
| $27.7M | 0.01% |
+1,057,119
| New | +$27.7M |
|
953
Hanesbrands
HBI
$2.21B
| $27.7M | 0.01% |
+2,154,096
| New | +$27.7M |
|
|
SEP
954
DELISTED
Spectra Engy Parters Lp
SEP
| $27.7M | 0.01% |
+601,283
| New | +$27.7M |
|
955
Eastman Chemical
EMN
$7.73B
| $27.7M | 0.01% |
+394,941
| New | +$27.7M |
|
|
FL
956
DELISTED
Foot Locker
FL
| $27.6M | 0.01% |
+786,380
| New | +$27.6M |
|
957
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $27.6M | 0.01% |
+447,142
| New | +$27.6M |
|
|
ALXN
958
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $27.6M | 0.01% |
+299,008
| New | +$27.6M |
|
959
Regions Financial
RF
$24.3B
| $27.6M | 0.01% |
+2,892,107
| New | +$27.6M |
|
960
Chart Industries
GTLS
$8.97B
| $27.5M | 0.01% |
+292,783
| New | +$27.5M |
|
961
DTE Energy
DTE
$28.4B
| $27.5M | 0.01% |
+482,858
| New | +$27.5M |
|
|
BLC
962
DELISTED
BELO CORP SER A
BLC
| $27.5M | 0.01% |
+1,970,557
| New | +$27.5M |
|
|
SNI
963
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $27.5M | 0.01% |
+411,565
| New | +$27.5M |
|
964
Abercrombie & Fitch
ANF
$4.15B
| $27.5M | 0.01% |
+606,611
| New | +$27.5M |
|
|
SPN
965
DELISTED
Superior Energy Services, Inc.
SPN
| $27.4M | 0.01% |
+1,057,025
| New | +$27.4M |
|
966
Liberty Media Series A
FWONA
$22.7B
| $27.4M | 0.01% |
+1,215,531
| New | +$27.4M |
|
967
Avis
CAR
$5.45B
| $27.4M | 0.01% |
+951,574
| New | +$27.4M |
|
|
VAL
968
DELISTED
Valspar
VAL
| $27.3M | 0.01% |
+422,750
| New | +$27.3M |
|
969
Campbell Soup
CPB
$9.94B
| $27.3M | 0.01% |
+610,267
| New | +$27.3M |
|
|
BRY
970
DELISTED
BERRY PETROLEUM CO CL A
BRY
| $27.3M | 0.01% |
+645,582
| New | +$27.3M |
|
971
Targa Resources
TRGP
$35.9B
| $27.3M | 0.01% |
+423,852
| New | +$27.3M |
|
972
Mohawk Industries
MHK
$8.51B
| $27.2M | 0.01% |
+242,023
| New | +$27.2M |
|
973
iShares Mortgage Real Estate ETF
REM
$611M
| $27.1M | 0.01% |
+535,951
| New | +$27.1M |
|
974
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
| $27.1M | 0.01% |
+3,558,368
| New | +$27.1M |
|
975
Ryder
R
$7.75B
| $27.1M | 0.01% |
+445,301
| New | +$27.1M |
|