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 | |
|---|---|---|---|---|---|---|
1151
MakeMyTrip
MMYT
$9.1B
| $25.6M | 0.01% |
1,328,871
-31,786
| -2% | -$612K |
|
1152
Ameriprise Financial
AMP
$46.4B
| $25.6M | 0.01% |
222,328
-8,148
| -4% | -$937K |
|
1153
WisdomTree International LargeCap Dividend Fund
DOL
$662M
| $25.6M | 0.01% |
492,162
+22,131
| +5% | +$1.15M |
|
1154
ProShares VIX Mid-Term Futures ETF
VIXM
$41.2M
| $25.5M | 0.01% |
330,986
-513,876
| -61% | -$39.7M |
|
1155
NRG Energy
NRG
$31.2B
| $25.5M | 0.01% |
887,244
-112,031
| -11% | -$3.22M |
|
|
BWP
1156
DELISTED
Boardwalk Pipeline Partners
BWP
| $25.4M | 0.01% |
996,691
+231,391
| +30% | +$5.91M |
|
1157
ManpowerGroup
MAN
$1.75B
| $25.4M | 0.01% |
296,041
+10,110
| +4% | +$868K |
|
|
TLM
1158
DELISTED
TALISMAN ENERGY INC
TLM
| $25.4M | 0.01% |
2,178,429
-924,038
| -30% | -$10.8M |
|
|
FAX
1159
abrdn Asia-Pacific Income Fund
FAX
$683M
| $25.4M | 0.01% |
734,073
+4,539
| +0.6% | +$157K |
|
|
CIT
1160
DELISTED
CIT Group Inc.
CIT
| $25.3M | 0.01% |
485,794
+74,528
| +18% | +$3.89M |
|
1161
Invesco Financial Preferred ETF
PGF
$811M
| $25.3M | 0.01% |
1,494,789
-348,692
| -19% | -$5.91M |
|
|
CPWR
1162
DELISTED
COMPUWARE CORP
CPWR
| $25.3M | 0.01% |
2,350,287
+1,181,302
| +101% | +$12.7M |
|
|
SIAL
1163
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $25.3M | 0.01% |
268,800
-37,893
| -12% | -$3.56M |
|
1164
MGIC Investment
MTG
$6.54B
| $25.2M | 0.01% |
2,991,484
+654,488
| +28% | +$5.52M |
|
1165
Globe Life
GL
$11.3B
| $25.2M | 0.01% |
484,316
+174,038
| +56% | +$9.07M |
|
1166
iShares MSCI France ETF
EWQ
$386M
| $25.2M | 0.01% |
885,865
-834
| -0.1% | -$23.7K |
|
1167
L3Harris
LHX
$51.6B
| $25.2M | 0.01% |
360,740
-143,274
| -28% | -$10M |
|
1168
AGCO
AGCO
$8.02B
| $25.2M | 0.01% |
425,164
+134,588
| +46% | +$7.97M |
|
1169
Wendy's
WEN
$1.87B
| $25.1M | 0.01% |
2,882,347
+482,177
| +20% | +$4.2M |
|
1170
WisdomTree
WT
$2.02B
| $25.1M | 0.01% |
1,418,252
+91,426
| +7% | +$1.62M |
|
|
VAL
1171
DELISTED
Valspar
VAL
| $25.1M | 0.01% |
352,108
+170,638
| +94% | +$12.2M |
|
|
LGF
1172
DELISTED
Lions Gate Entertainment
LGF
| $25.1M | 0.01% |
792,514
+295,535
| +59% | +$9.36M |
|
|
CLNY
1173
DELISTED
Colony Capital, Inc.
CLNY
| $25.1M | 0.01% |
1,236,483
+51,504
| +4% | +$1.05M |
|
1174
NVIDIA
NVDA
$4.32T
| $25.1M | 0.01% |
62,599,200
+2,951,120
| +5% | +$1.18M |
|
1175
MDU Resources
MDU
$3.36B
| $25.1M | 0.01% |
2,157,297
+642,323
| +42% | +$7.46M |
|