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 | |
|---|---|---|---|---|---|---|
1326
Lumen
LUMN
$6.21B
| $62.5M | 0.01% |
11,971,507
-10,120,230
| -46% | -$52.8M |
|
1327
Sanmina
SANM
$6.24B
| $62.5M | 0.01% |
1,090,322
+381,997
| +54% | +$21.9M |
|
1328
Flowers Foods
FLO
$2.9B
| $62.2M | 0.01% |
2,165,440
+988,809
| +84% | +$28.4M |
|
1329
H.B. Fuller
FUL
$3.33B
| $62.2M | 0.01% |
868,816
+420,814
| +94% | +$30.1M |
|
1330
RLJ Lodging Trust
RLJ
$1.15B
| $62.2M | 0.01% |
5,873,726
-150,260
| -2% | -$1.59M |
|
1331
Coca-Cola Europacific Partners
CCEP
$40.7B
| $62.2M | 0.01% |
1,123,549
-34,331
| -3% | -$1.9M |
|
1332
Guidewire Software
GWRE
$21.4B
| $62M | 0.01% |
990,776
+422,916
| +74% | +$26.5M |
|
1333
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$239M
| $61.9M | 0.01% |
2,428,025
-513,430
| -17% | -$13.1M |
|
1334
Olin
OLN
$3.02B
| $61.9M | 0.01% |
1,168,936
-277,850
| -19% | -$14.7M |
|
1335
Merit Medical Systems
MMSI
$5.07B
| $61.8M | 0.01% |
875,581
+456,031
| +109% | +$32.2M |
|
1336
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $61.7M | 0.01% |
5,225,459
-323,080
| -6% | -$3.81M |
|
1337
Prudential
PUK
$35.5B
| $61.6M | 0.01% |
2,242,746
+160,270
| +8% | +$4.4M |
|
1338
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $61.4M | 0.01% |
1,325,804
-257,826
| -16% | -$11.9M |
|
1339
BlackRock MuniYield Quality Fund III
MYI
$733M
| $61.4M | 0.01% |
5,476,371
+168,900
| +3% | +$1.89M |
|
1340
First Trust Natural Gas ETF
FCG
$329M
| $61.3M | 0.01% |
2,501,338
-664,051
| -21% | -$16.3M |
|
|
BERY
1341
DELISTED
Berry Global Group, Inc.
BERY
| $61.2M | 0.01% |
1,103,448
+351,731
| +47% | +$19.5M |
|
1342
Duolingo
DUOL
$14.1B
| $61.2M | 0.01% |
860,449
-88,643
| -9% | -$6.31M |
|
1343
iShares Morningstar Growth ETF
ILCG
$3B
| $61.2M | 0.01% |
1,256,481
+48,301
| +4% | +$2.35M |
|
1344
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $61.1M | 0.01% |
2,103,381
+730,054
| +53% | +$21.2M |
|
1345
Invesco S&P MidCap 400 Revenue ETF
RWK
$996M
| $61M | 0.01% |
710,679
+15,110
| +2% | +$1.3M |
|
1346
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $61M | 0.01% |
10,151,616
-288,207
| -3% | -$1.73M |
|
1347
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
| $61M | 0.01% |
3,088,334
+556,817
| +22% | +$11M |
|
1348
Vanguard Russell 1000 ETF
VONE
$6.78B
| $60.8M | 0.01% |
348,886
+162,821
| +88% | +$28.4M |
|
1349
DraftKings
DKNG
$21.8B
| $60.8M | 0.01% |
5,335,099
+817,648
| +18% | +$9.31M |
|
1350
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $60.7M | 0.01% |
1,703,054
-626,354
| -27% | -$22.3M |
|