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 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Nabors Industries
NBR
$619M
| $38.5M | 0.02% |
26,238
-9,958
| -28% | -$14.6M |
|
952
Invesco Taxable Municipal Bond ETF
BAB
$923M
| $38.4M | 0.02% |
1,308,711
-164,087
| -11% | -$4.81M |
|
|
WLL
953
DELISTED
Whiting Petroleum Corporation
WLL
| $38.2M | 0.02% |
1,588
+165
| +12% | +$3.97M |
|
954
Wheaton Precious Metals
WPM
$47.9B
| $38.2M | 0.02% |
1,454,614
-349,569
| -19% | -$9.18M |
|
955
Wendy's
WEN
$1.87B
| $38.2M | 0.02% |
4,479,133
-355,024
| -7% | -$3.03M |
|
956
Fox Factory Holding Corp
FOXF
$1.17B
| $38.2M | 0.02% |
2,169,439
-3,524
| -0.2% | -$62K |
|
|
GMLP
957
DELISTED
Golar LNG Partners LP
GMLP
| $38.1M | 0.01% |
1,032,556
-59,762
| -5% | -$2.2M |
|
|
BRCD
958
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $38M | 0.01% |
4,127,428
+1,313,772
| +47% | +$12.1M |
|
959
Patterson-UTI
PTEN
$2.11B
| $37.9M | 0.01% |
1,084,631
+69,897
| +7% | +$2.44M |
|
960
L3Harris
LHX
$51.6B
| $37.8M | 0.01% |
499,288
+22,592
| +5% | +$1.71M |
|
961
Perrigo
PRGO
$3.04B
| $37.8M | 0.01% |
259,146
-193,852
| -43% | -$28.3M |
|
962
iShares US Industrials ETF
IYJ
$1.67B
| $37.8M | 0.01% |
728,826
-17,776
| -2% | -$921K |
|
963
iShares US Pharmaceuticals ETF
IHE
$579M
| $37.7M | 0.01% |
836,319
-43,233
| -5% | -$1.95M |
|
|
SXE
964
DELISTED
Southcross Energy Partners, L.P.
SXE
| $37.5M | 0.01% |
1,631,128
-70,209
| -4% | -$1.61M |
|
965
Vanguard Global ex-US Real Estate ETF
VNQI
$3.59B
| $37.3M | 0.01% |
642,393
-11,938
| -2% | -$693K |
|
|
FL
966
DELISTED
Foot Locker
FL
| $37.3M | 0.01% |
735,203
+451,550
| +159% | +$22.9M |
|
|
TTM
967
DELISTED
Tata Motors Limited
TTM
| $37.3M | 0.01% |
953,783
+623,055
| +188% | +$24.3M |
|
968
Skyworks Solutions
SWKS
$10.9B
| $37.2M | 0.01% |
792,728
+454,429
| +134% | +$21.3M |
|
969
Loews
L
$19.9B
| $37.1M | 0.01% |
843,566
+140,078
| +20% | +$6.16M |
|
970
Vertex Pharmaceuticals
VRTX
$99.6B
| $37M | 0.01% |
390,939
+204,758
| +110% | +$19.4M |
|
971
iShares North American Natural Resources ETF
IGE
$622M
| $36.8M | 0.01% |
735,824
+39,555
| +6% | +$1.98M |
|
|
WDR
972
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $36.7M | 0.01% |
586,472
+310,945
| +113% | +$19.5M |
|
973
Campbell Soup
CPB
$9.98B
| $36.7M | 0.01% |
800,928
+177,483
| +28% | +$8.13M |
|
974
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$434M
| $36.7M | 0.01% |
1,639,383
+61,767
| +4% | +$1.38M |
|
975
British American Tobacco
BTI
$123B
| $36.6M | 0.01% |
615,034
+3,662
| +0.6% | +$218K |
|