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 | |
|---|---|---|---|---|---|---|
951
Fox Factory Holding Corp
FOXF
$1.21B
| $30M | 0.01% |
+1,554,395
| New | +$30M |
|
952
L3Harris
LHX
$50.6B
| $29.9M | 0.01% |
504,014
+206,342
| +69% | +$12.2M |
|
953
MGM Resorts International
MGM
$9.8B
| $29.8M | 0.01% |
1,460,050
-910,918
| -38% | -$18.6M |
|
|
PDH
954
DELISTED
PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT
PDH
| $29.8M | 0.01% |
2,492,474
-223,186
| -8% | -$2.67M |
|
955
Wolfspeed
WOLF
$285M
| $29.8M | 0.01% |
494,599
-57,490
| -10% | -$3.46M |
|
956
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.24B
| $29.7M | 0.01% |
649,878
-47,321
| -7% | -$2.16M |
|
957
Vanguard Consumer Staples ETF
VDC
$7.65B
| $29.7M | 0.01% |
286,317
-8,008
| -3% | -$830K |
|
958
CMS Energy
CMS
$21.2B
| $29.6M | 0.01% |
1,126,020
+348,524
| +45% | +$9.17M |
|
|
PBCT
959
DELISTED
People's United Financial Inc
PBCT
| $29.6M | 0.01% |
2,056,724
-193,728
| -9% | -$2.79M |
|
960
Invesco Zacks Multi-Asset Income ETF
CVY
$117M
| $29.5M | 0.01% |
1,245,044
-179,558
| -13% | -$4.26M |
|
961
Vertex Pharmaceuticals
VRTX
$102B
| $29.5M | 0.01% |
389,130
+110,169
| +39% | +$8.35M |
|
962
Magna International
MGA
$13B
| $29.5M | 0.01% |
713,522
+107,812
| +18% | +$4.45M |
|
963
Invesco International Dividend Achievers ETF
PID
$864M
| $29.4M | 0.01% |
1,701,053
+162,835
| +11% | +$2.81M |
|
964
Advance Auto Parts
AAP
$3.57B
| $29.4M | 0.01% |
355,204
-126,861
| -26% | -$10.5M |
|
965
Electronic Arts
EA
$41.5B
| $29.2M | 0.01% |
1,144,121
-136,504
| -11% | -$3.49M |
|
|
VMW
966
DELISTED
VMware, Inc
VMW
| $29.1M | 0.01% |
360,274
-223,592
| -38% | -$18.1M |
|
967
Cameco
CCJ
$33.7B
| $29.1M | 0.01% |
1,611,818
+1,015,366
| +170% | +$18.3M |
|
968
Packaging Corp of America
PKG
$19.3B
| $29.1M | 0.01% |
510,017
+127,300
| +33% | +$7.27M |
|
969
ArcelorMittal
MT
$25.7B
| $29.1M | 0.01% |
930,342
+730,830
| +366% | +$22.8M |
|
970
Guess, Inc.
GES
$880M
| $28.9M | 0.01% |
968,723
+711,240
| +276% | +$21.2M |
|
971
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
| $28.8M | 0.01% |
681,185
-108,398
| -14% | -$4.59M |
|
972
Universal Display
OLED
$6.64B
| $28.7M | 0.01% |
897,340
+278,010
| +45% | +$8.9M |
|
973
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $28.7M | 0.01% |
270,044
-4,526
| -2% | -$481K |
|
974
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
| $28.6M | 0.01% |
893,855
+95,187
| +12% | +$3.05M |
|
975
Acadia Realty Trust
AKR
$2.54B
| $28.6M | 0.01% |
1,159,924
+18
| +0% | +$444 |
|