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 | |
|---|---|---|---|---|---|---|
1076
PIMCO Dynamic Income Fund
PDI
$7.51B
| $23.2M | 0.01% |
+793,709
| New | +$23.2M |
|
1077
Blackstone Mortgage Trust
BXMT
$3.35B
| $23.1M | 0.01% |
+936,081
| New | +$23.1M |
|
|
GHY
1078
PGIM Global High Yield Fund
GHY
$539M
| $23.1M | 0.01% |
+1,290,560
| New | +$23.1M |
|
1079
Liberty Global Class C
LBTYK
$4.07B
| $23M | 0.01% |
+838,941
| New | +$23M |
|
1080
Zimmer Biomet
ZBH
$20.4B
| $23M | 0.01% |
+316,380
| New | +$23M |
|
1081
iShares US Healthcare Providers ETF
IHF
$824M
| $23M | 0.01% |
+1,367,705
| New | +$23M |
|
1082
iShares US Energy ETF
IYE
$1.15B
| $23M | 0.01% |
+515,738
| New | +$23M |
|
1083
Edgewell Personal Care
EPC
$1.01B
| $23M | 0.01% |
+308,166
| New | +$23M |
|
|
ACP
1084
abrdn Income Credit Strategies Fund
ACP
$739M
| $22.9M | 0.01% |
+1,381,908
| New | +$22.9M |
|
1085
Affiliated Managers Group
AMG
$6.71B
| $22.9M | 0.01% |
+139,662
| New | +$22.9M |
|
1086
Morgan Stanley
MS
$250B
| $22.9M | 0.01% |
+936,976
| New | +$22.9M |
|
1087
Visteon
VC
$3.4B
| $22.9M | 0.01% |
+362,369
| New | +$22.9M |
|
1088
NNN REIT
NNN
$8.12B
| $22.9M | 0.01% |
+664,619
| New | +$22.9M |
|
1089
Snap-on
SNA
$17.4B
| $22.8M | 0.01% |
+254,920
| New | +$22.8M |
|
|
KYE
1090
DELISTED
Kayne Anderson Energy
KYE
| $22.7M | 0.01% |
+758,236
| New | +$22.7M |
|
1091
Under Armour
UAA
$2.08B
| $22.6M | 0.01% |
+1,526,519
| New | +$22.6M |
|
1092
Manulife Financial
MFC
$54.2B
| $22.6M | 0.01% |
+1,412,368
| New | +$22.6M |
|
1093
Barclays
BCS
$72.6B
| $22.6M | 0.01% |
+1,548,967
| New | +$22.6M |
|
1094
Hancock Whitney
HWC
$5.36B
| $22.6M | 0.01% |
+751,782
| New | +$22.6M |
|
|
BPL
1095
DELISTED
Buckeye Partners, L.P.
BPL
| $22.6M | 0.01% |
+321,876
| New | +$22.6M |
|
|
XL
1096
DELISTED
XL Group Ltd.
XL
| $22.5M | 0.01% |
+742,766
| New | +$22.5M |
|
1097
F5
FFIV
$18.5B
| $22.5M | 0.01% |
+326,816
| New | +$22.5M |
|
|
CLNY
1098
DELISTED
Colony Capital, Inc.
CLNY
| $22.5M | 0.01% |
+1,130,382
| New | +$22.5M |
|
1099
Vertex Pharmaceuticals
VRTX
$101B
| $22.3M | 0.01% |
+278,961
| New | +$22.3M |
|
1100
Vanguard Industrials ETF
VIS
$6.13B
| $22.3M | 0.01% |
+273,440
| New | +$22.3M |
|