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
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Murphy USA
MUSA
$7.53B
| $59.2M | 0.01% |
215,367
+5,559
| +3% | +$1.53M |
|
1202
Timken Company
TKR
$5.4B
| $59.1M | 0.01% |
1,001,554
-59,347
| -6% | -$3.5M |
|
1203
WEX
WEX
$5.82B
| $59.1M | 0.01% |
465,599
-36,108
| -7% | -$4.58M |
|
1204
TopBuild
BLD
$11.7B
| $59M | 0.01% |
358,215
+158,534
| +79% | +$26.1M |
|
1205
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.73B
| $59M | 0.01% |
562,393
-54,509
| -9% | -$5.72M |
|
1206
Vornado Realty Trust
VNO
$8.25B
| $58.9M | 0.01% |
2,543,178
-510,787
| -17% | -$11.8M |
|
1207
OGE Energy
OGE
$8.96B
| $58.9M | 0.01% |
1,614,393
-32,750
| -2% | -$1.19M |
|
1208
National Fuel Gas
NFG
$7.97B
| $58.8M | 0.01% |
955,129
+181,090
| +23% | +$11.1M |
|
1209
Impinj
PI
$5.2B
| $58.5M | 0.01% |
730,943
+624,596
| +587% | +$50M |
|
1210
iShares Morningstar Growth ETF
ILCG
$3B
| $58.3M | 0.01% |
1,208,180
+24,825
| +2% | +$1.2M |
|
1211
iShares Global Energy ETF
IXC
$1.84B
| $58.1M | 0.01% |
1,744,140
+46,456
| +3% | +$1.55M |
|
1212
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $58.1M | 0.01% |
2,180,714
-160,402
| -7% | -$4.27M |
|
|
STEW
1213
SRH Total Return Fund
STEW
$1.77B
| $58.1M | 0.01% |
5,336,345
-45,891
| -0.9% | -$499K |
|
1214
Box
BOX
$4.7B
| $57.8M | 0.01% |
2,370,055
-13,388
| -0.6% | -$327K |
|
1215
Imperial Oil
IMO
$46.3B
| $57.7M | 0.01% |
1,333,636
+138,937
| +12% | +$6.01M |
|
1216
Boyd Gaming
BYD
$6.79B
| $57.6M | 0.01% |
1,209,291
-346,944
| -22% | -$16.5M |
|
1217
Western Union
WU
$2.71B
| $57.5M | 0.01% |
4,262,662
+2,411
| +0.1% | +$32.5K |
|
1218
Regency Centers
REG
$13B
| $57.5M | 0.01% |
1,068,149
-10,390
| -1% | -$560K |
|
1219
Chemed
CHE
$6.5B
| $57.5M | 0.01% |
131,739
+6,086
| +5% | +$2.66M |
|
1220
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $57.5M | 0.01% |
682,418
+30,308
| +5% | +$2.55M |
|
1221
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $57.5M | 0.01% |
3,740,872
+192,412
| +5% | +$2.96M |
|
1222
Saia
SAIA
$8.33B
| $57.5M | 0.01% |
302,404
+55,153
| +22% | +$10.5M |
|
1223
Iridium Communications
IRDM
$1.89B
| $57.5M | 0.01% |
1,294,970
+58,993
| +5% | +$2.62M |
|
1224
iShares Global Tech ETF
IXN
$5.93B
| $57.4M | 0.01% |
1,361,887
-257,393
| -16% | -$10.9M |
|
1225
Bio-Rad Laboratories Class A
BIO
$7.59B
| $57.4M | 0.01% |
137,630
-5,379
| -4% | -$2.24M |
|