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 | |
|---|---|---|---|---|---|---|
1276
SK Telecom
SKM
$8.36B
| $16.9M | 0.01% |
+504,812
| New | +$16.9M |
|
1277
Fortinet
FTNT
$61.1B
| $16.9M | 0.01% |
+4,825,070
| New | +$16.9M |
|
1278
Fidelity National Information Services
FIS
$34.9B
| $16.9M | 0.01% |
+393,835
| New | +$16.9M |
|
1279
Invesco Large Cap Growth ETF
PWB
$1.62B
| $16.8M | 0.01% |
+785,239
| New | +$16.8M |
|
1280
iShares Global Infrastructure ETF
IGF
$8.22B
| $16.8M | 0.01% |
+477,792
| New | +$16.8M |
|
1281
Intrepid Potash
IPI
$389M
| $16.8M | 0.01% |
+88,259
| New | +$16.8M |
|
1282
Nu Skin
NUS
$596M
| $16.8M | 0.01% |
+274,312
| New | +$16.8M |
|
1283
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
| $16.8M | 0.01% |
+320,818
| New | +$16.8M |
|
1284
Louisiana-Pacific
LPX
$6.68B
| $16.7M | 0.01% |
+1,131,811
| New | +$16.7M |
|
|
NBL
1285
DELISTED
Noble Energy, Inc.
NBL
| $16.7M | 0.01% |
+278,519
| New | +$16.7M |
|
|
AIV
1286
Aimco
AIV
$1.07B
| $16.7M | 0.01% |
+4,177,589
| New | +$16.7M |
|
1287
T-Mobile US
TMUS
$272B
| $16.7M | 0.01% |
+673,342
| New | +$16.7M |
|
1288
Adams Diversified Equity Fund
ADX
$2.65B
| $16.7M | 0.01% |
+1,396,667
| New | +$16.7M |
|
1289
Autodesk
ADSK
$68B
| $16.6M | 0.01% |
+489,303
| New | +$16.6M |
|
1290
Fossil Group
FOSL
$168M
| $16.6M | 0.01% |
+160,247
| New | +$16.6M |
|
|
ISD
1291
PGIM High Yield Bond Fund
ISD
$483M
| $16.6M | 0.01% |
+883,245
| New | +$16.6M |
|
|
CHI
1292
Calamos Convertible Opportunities and Income Fund
CHI
$831M
| $16.5M | 0.01% |
+1,310,633
| New | +$16.5M |
|
1293
Myriad Genetics
MYGN
$674M
| $16.5M | 0.01% |
+614,630
| New | +$16.5M |
|
1294
Assurant
AIZ
$10.7B
| $16.5M | 0.01% |
+324,026
| New | +$16.5M |
|
|
AM
1295
DELISTED
AMERICAN GREETINGS CORP CL A
AM
| $16.5M | 0.01% |
+904,795
| New | +$16.5M |
|
1296
Cenovus Energy
CVE
$30.4B
| $16.5M | 0.01% |
+577,544
| New | +$16.5M |
|
|
JWN
1297
DELISTED
Nordstrom
JWN
| $16.4M | 0.01% |
+274,277
| New | +$16.4M |
|
1298
Korea Electric Power
KEP
$17.2B
| $16.4M | 0.01% |
+1,453,260
| New | +$16.4M |
|
1299
Carlisle Companies
CSL
$15.6B
| $16.4M | 0.01% |
+263,580
| New | +$16.4M |
|
|
BMS
1300
DELISTED
Bemis
BMS
| $16.4M | 0.01% |
+419,497
| New | +$16.4M |
|