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 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LXK
1301
DELISTED
Lexmark Intl Inc
LXK
| $23.4M | 0.01% |
486,018
+215,572
| +80% | +$10.4M |
|
1302
Western Union
WU
$2.74B
| $23.4M | 0.01% |
1,347,631
+62,351
| +5% | +$1.08M |
|
1303
Evertec
EVTC
$2.19B
| $23.3M | 0.01% |
963,017
+316,751
| +49% | +$7.68M |
|
|
SOHU
1304
Sohu.com
SOHU
$481M
| $23.3M | 0.01% |
404,446
-216,708
| -35% | -$12.5M |
|
|
EVDY
1305
DELISTED
Everyday Health, Inc.
EVDY
| $23.3M | 0.01% |
+1,261,806
| New | +$23.3M |
|
1306
Ingredion
INGR
$8.14B
| $23.2M | 0.01% |
309,819
-3,478
| -1% | -$261K |
|
1307
First Trust Emerging Markets AlphaDEX Fund
FEM
$468M
| $23.2M | 0.01% |
922,168
+98,899
| +12% | +$2.49M |
|
1308
American Homes 4 Rent
AMH
$12.8B
| $23.2M | 0.01% |
1,306,822
+200,926
| +18% | +$3.57M |
|
|
TE
1309
DELISTED
TECO ENERGY INC
TE
| $23.2M | 0.01% |
1,252,943
+86,880
| +7% | +$1.61M |
|
1310
Voya Financial
VOYA
$7.39B
| $23.1M | 0.01% |
636,354
-350,243
| -36% | -$12.7M |
|
1311
BlackRock Energy and Resources Trust
BGR
$346M
| $23.1M | 0.01% |
857,126
+13,945
| +2% | +$376K |
|
1312
Chart Industries
GTLS
$8.98B
| $23.1M | 0.01% |
279,288
-47,176
| -14% | -$3.9M |
|
1313
iShares US Oil & Gas Exploration & Production ETF
IEO
$474M
| $23.1M | 0.01% |
237,799
+62,440
| +36% | +$6.06M |
|
1314
Openlane
KAR
$3.15B
| $23.1M | 0.01% |
1,912,959
-1,434,986
| -43% | -$17.3M |
|
1315
First Trust Utilities AlphaDEX Fund
FXU
$1.71B
| $23.1M | 0.01% |
966,803
+646,708
| +202% | +$15.4M |
|
1316
Eldorado Gold
EGO
$5.62B
| $23.1M | 0.01% |
603,584
+3,080
| +0.5% | +$118K |
|
1317
Murphy USA
MUSA
$7.59B
| $23.1M | 0.01% |
471,538
+170,037
| +56% | +$8.31M |
|
1318
Quanta Services
PWR
$58.1B
| $23M | 0.01% |
666,205
-71,494
| -10% | -$2.47M |
|
1319
Encore Capital Group
ECPG
$1.02B
| $23M | 0.01% |
506,862
+205,054
| +68% | +$9.31M |
|
1320
Invesco KBW High Dividend Yield Financial ETF
KBWD
$430M
| $23M | 0.01% |
880,678
+104,607
| +13% | +$2.73M |
|
1321
Amdocs
DOX
$9.39B
| $23M | 0.01% |
496,492
+223,660
| +82% | +$10.4M |
|
1322
TrueCar
TRUE
$199M
| $22.9M | 0.01% |
+1,548,779
| New | +$22.9M |
|
1323
Royal Caribbean
RCL
$95.1B
| $22.8M | 0.01% |
410,692
+241,803
| +143% | +$13.4M |
|
1324
First Trust Global Wind Energy ETF
FAN
$182M
| $22.8M | 0.01% |
1,707,948
+46,960
| +3% | +$626K |
|
1325
Yelp
YELP
$2B
| $22.8M | 0.01% |
296,963
-175,511
| -37% | -$13.5M |
|