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 |
TWTR
Twitter, Inc.
TWTR
|
$873M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$802M |
| 3 |
Apple
AAPL
|
$763M |
| 4 |
Hilton Worldwide
HLT
|
$587M |
| 5 |
Williams Companies
WMB
|
$368M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.44B |
| 2 |
iShares China Large-Cap ETF
FXI
|
$947M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$927M |
| 4 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$394M |
| 5 |
NVE
NV ENERGY, INC
NVE
|
$378M |
Sector Composition
| 1 | Technology | 9.16% |
| 2 | Financials | 8.97% |
| 3 | Healthcare | 7.57% |
| 4 | Energy | 7% |
| 5 | Consumer Discretionary | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Gerdau
GGB
$6.39B
| $34.4M | 0.01% |
5,533,914
-593,390
| -10% | -$3.69M |
|
952
iShares MSCI Sweden ETF
EWD
$324M
| $34.4M | 0.01% |
959,590
+10,412
| +1% | +$373K |
|
953
iShares Dow Jones US ETF
IYY
$2.59B
| $34.4M | 0.01% |
736,594
+2,350
| +0.3% | +$110K |
|
|
WAGE
954
DELISTED
WageWorks, Inc.
WAGE
| $34.3M | 0.01% |
577,791
+538,863
| +1,384% | +$32M |
|
955
Service Corp International
SCI
$10.9B
| $34.3M | 0.01% |
1,893,157
+552,336
| +41% | +$10M |
|
|
GHY
956
PGIM Global High Yield Fund
GHY
$547M
| $34.2M | 0.01% |
1,971,375
+60,048
| +3% | +$1.04M |
|
957
YPF
YPF
$12.1B
| $34.2M | 0.01% |
1,036,622
+269,207
| +35% | +$8.87M |
|
958
Parker-Hannifin
PH
$96.1B
| $34.1M | 0.01% |
265,341
-65,428
| -20% | -$8.42M |
|
959
TEGNA Inc
TGNA
$3.38B
| $34.1M | 0.01% |
2,200,846
+161,294
| +8% | +$2.5M |
|
960
Principal Financial Group
PFG
$17.8B
| $34M | 0.01% |
689,939
-430,044
| -38% | -$21.2M |
|
961
ResMed
RMD
$40.6B
| $34M | 0.01% |
722,545
+262,266
| +57% | +$12.3M |
|
|
RAD
962
DELISTED
Rite Aid Corporation
RAD
| $34M | 0.01% |
335,565
+144,058
| +75% | +$14.6M |
|
963
Voya Financial
VOYA
$7.38B
| $33.8M | 0.01% |
962,387
+321,156
| +50% | +$11.3M |
|
|
ETP
964
DELISTED
Energy Transfer Partners, L.P.
ETP
| $33.8M | 0.01% |
895,770
-100,514
| -10% | -$3.79M |
|
965
GameStop
GME
$10.1B
| $33.7M | 0.01% |
2,740,104
-1,892,940
| -41% | -$23.3M |
|
966
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $33.7M | 0.01% |
984,884
+91,029
| +10% | +$3.12M |
|
967
Adeia
ADEA
$1.69B
| $33.7M | 0.01% |
6,465,569
-1,998,108
| -24% | -$10.4M |
|
968
Jefferies Financial Group
JEF
$13.1B
| $33.7M | 0.01% |
1,327,803
+76,551
| +6% | +$1.94M |
|
969
iShares US Pharmaceuticals ETF
IHE
$581M
| $33.6M | 0.01% |
854,286
-23,367
| -3% | -$920K |
|
|
PBCT
970
DELISTED
People's United Financial Inc
PBCT
| $33.6M | 0.01% |
2,219,940
+163,216
| +8% | +$2.47M |
|
|
LEAP
971
DELISTED
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
| $33.5M | 0.01% |
1,923,231
+1,797,272
| +1,427% | +$31.3M |
|
972
Guidewire Software
GWRE
$22B
| $33.3M | 0.01% |
678,342
+124,488
| +22% | +$6.11M |
|
973
Vanguard Consumer Staples ETF
VDC
$7.65B
| $33.3M | 0.01% |
302,338
+16,021
| +6% | +$1.76M |
|
974
Zillow
ZG
$20.5B
| $33.2M | 0.01% |
1,217,958
-268,392
| -18% | -$7.31M |
|
975
Boston Scientific
BSX
$159B
| $33.2M | 0.01% |
2,759,717
-425,565
| -13% | -$5.12M |
|