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 | |
|---|---|---|---|---|---|---|
1201
Royal Gold
RGLD
$12.5B
| $19.2M | 0.01% |
+457,075
| New | +$19.2M |
|
1202
Edison International
EIX
$21.6B
| $19.2M | 0.01% |
+399,202
| New | +$19.2M |
|
1203
TE Connectivity
TEL
$62B
| $19.2M | 0.01% |
+421,126
| New | +$19.2M |
|
|
ACG
1204
DELISTED
ALLIANCEBERNSTEIN INCOME FUND INC.
ACG
| $19.2M | 0.01% |
+2,567,838
| New | +$19.2M |
|
1205
Alaska Air
ALK
$7.31B
| $19.1M | 0.01% |
+736,440
| New | +$19.1M |
|
1206
Essential Utilities
WTRG
$10.7B
| $19.1M | 0.01% |
+763,886
| New | +$19.1M |
|
1207
iShares Global Comm Services ETF
IXP
$622M
| $19.1M | 0.01% |
+321,819
| New | +$19.1M |
|
1208
ResMed
RMD
$39.6B
| $19M | 0.01% |
+421,932
| New | +$19M |
|
1209
Signet Jewelers
SIG
$3.73B
| $19M | 0.01% |
+282,210
| New | +$19M |
|
|
NML
1210
Neuberger Berman Energy Infrastructure and Income Fund
NML
$492M
| $18.9M | 0.01% |
+965,433
| New | +$18.9M |
|
1211
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.87B
| $18.9M | 0.01% |
+836,883
| New | +$18.9M |
|
|
SDLP
1212
DELISTED
SEADRILL PARTNERS LLC
SDLP
| $18.8M | 0.01% |
+64,172
| New | +$18.8M |
|
1213
Cohen & Steers Closed End Opportunity Fund
FOF
$361M
| $18.8M | 0.01% |
+1,432,930
| New | +$18.8M |
|
|
AGU
1214
DELISTED
Agrium
AGU
| $18.8M | 0.01% |
+216,266
| New | +$18.8M |
|
1215
iShares MSCI Sweden ETF
EWD
$326M
| $18.8M | 0.01% |
+630,590
| New | +$18.8M |
|
1216
Kinross Gold
KGC
$28.4B
| $18.8M | 0.01% |
+3,685,132
| New | +$18.8M |
|
1217
MPLX
MPLX
$52.1B
| $18.8M | 0.01% |
+510,589
| New | +$18.8M |
|
1218
Alkermes
ALKS
$4.45B
| $18.8M | 0.01% |
+654,490
| New | +$18.8M |
|
1219
Packaging Corp of America
PKG
$19.4B
| $18.7M | 0.01% |
+382,717
| New | +$18.7M |
|
1220
Invesco S&P Spin-Off ETF
CSD
$77.1M
| $18.6M | 0.01% |
+504,948
| New | +$18.6M |
|
|
VER
1221
DELISTED
VEREIT, Inc.
VER
| $18.6M | 0.01% |
+244,211
| New | +$18.6M |
|
|
BGC
1222
DELISTED
General Cable Corporation
BGC
| $18.6M | 0.01% |
+605,362
| New | +$18.6M |
|
1223
W.P. Carey
WPC
$15B
| $18.6M | 0.01% |
+286,793
| New | +$18.6M |
|
|
X
1224
DELISTED
US Steel
X
| $18.6M | 0.01% |
+1,058,423
| New | +$18.6M |
|
1225
Quest Diagnostics
DGX
$20.5B
| $18.5M | 0.01% |
+304,975
| New | +$18.5M |
|