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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.99B
| $72.9M | 0.01% |
61,122
-5,053
| -8% | -$6.02M |
|
1227
Wheaton Precious Metals
WPM
$48.4B
| $72.8M | 0.01% |
1,862,296
-953,100
| -34% | -$37.2M |
|
1228
Silicon Motion
SIMO
$3.02B
| $72.8M | 0.01% |
1,119,471
+707,765
| +172% | +$46M |
|
1229
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $72.6M | 0.01% |
2,339,915
+78,035
| +3% | +$2.42M |
|
1230
Helmerich & Payne
HP
$2.1B
| $72.2M | 0.01% |
1,457,336
+111,494
| +8% | +$5.53M |
|
1231
Neogen
NEOG
$1.19B
| $72.1M | 0.01% |
4,736,254
+2,909,393
| +159% | +$44.3M |
|
1232
Moog
MOG.A
$6.27B
| $72M | 0.01% |
820,962
+605,243
| +281% | +$53.1M |
|
1233
MGIC Investment
MTG
$6.55B
| $72M | 0.01% |
5,541,388
-1,722,868
| -24% | -$22.4M |
|
1234
Coherent
COHR
$16B
| $72M | 0.01% |
2,051,654
-286,940
| -12% | -$10.1M |
|
1235
iShares US Industrials ETF
IYJ
$1.67B
| $72M | 0.01% |
746,522
-38,687
| -5% | -$3.73M |
|
1236
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $71.8M | 0.01% |
2,341,108
-856,575
| -27% | -$26.3M |
|
1237
First Industrial Realty Trust
FR
$6.91B
| $71.8M | 0.01% |
1,487,066
+440,208
| +42% | +$21.2M |
|
1238
Saia
SAIA
$8.33B
| $71.7M | 0.01% |
342,077
+39,673
| +13% | +$8.32M |
|
1239
Masimo
MASI
$8.01B
| $71.5M | 0.01% |
483,255
-212,587
| -31% | -$31.5M |
|
1240
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $71.4M | 0.01% |
2,401,514
+220,800
| +10% | +$6.56M |
|
1241
Penumbra
PEN
$10.6B
| $71.4M | 0.01% |
320,876
+246,451
| +331% | +$54.8M |
|
1242
Global X Conscious Companies ETF
KRMA
$689M
| $71.1M | 0.01% |
2,566,080
+1,342
| +0.1% | +$37.2K |
|
|
DQ
1243
Daqo New Energy
DQ
$1.73B
| $71M | 0.01% |
1,839,118
+1,203,536
| +189% | +$46.5M |
|
1244
Brixmor Property Group
BRX
$8.57B
| $70.9M | 0.01% |
3,126,341
+135,977
| +5% | +$3.08M |
|
1245
Davis Select US Equity ETF
DUSA
$796M
| $70.8M | 0.01% |
2,607,088
-671,093
| -20% | -$18.2M |
|
1246
ALPS O'Shares US Quality Dividend ETF
OUSA
$826M
| $70.6M | 0.01% |
1,704,727
-74,188
| -4% | -$3.07M |
|
1247
Takeda Pharmaceutical
TAK
$47.7B
| $70.6M | 0.01% |
4,523,439
-99,568
| -2% | -$1.55M |
|
1248
OGE Energy
OGE
$8.96B
| $70.3M | 0.01% |
1,778,699
+164,306
| +10% | +$6.5M |
|
1249
Repligen
RGEN
$6.39B
| $70.3M | 0.01% |
415,318
+151,754
| +58% | +$25.7M |
|
1250
iShares US Healthcare Providers ETF
IHF
$824M
| $70.3M | 0.01% |
1,312,205
+95,855
| +8% | +$5.13M |
|