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 | |
|---|---|---|---|---|---|---|
1351
Aecom
ACM
$16.8B
| $47.4M | 0.01% |
693,088
+47,509
| +7% | +$3.25M |
|
1352
WisdomTree International Equity Fund
DWM
$603M
| $47.2M | 0.01% |
1,176,574
+274,786
| +30% | +$11M |
|
1353
Pacer Data & Infrastructure Real Estate ETF
SRVR
$431M
| $47.2M | 0.01% |
1,648,750
-155,700
| -9% | -$4.46M |
|
1354
XP
XP
$9.94B
| $47.2M | 0.01% |
2,481,941
-421,279
| -15% | -$8.01M |
|
|
DLY
1355
DoubleLine Yield Opportunities Fund
DLY
$754M
| $47.2M | 0.01% |
3,495,765
+25,011
| +0.7% | +$337K |
|
1356
Teva Pharmaceuticals
TEVA
$22.9B
| $47M | 0.01% |
5,828,504
-42,419
| -0.7% | -$342K |
|
1357
Natural Resource Partners
NRP
$1.34B
| $46.9M | 0.01% |
1,060,988
-46,659
| -4% | -$2.06M |
|
1358
Philips
PHG
$26.8B
| $46.9M | 0.01% |
3,433,445
+425,570
| +14% | +$5.82M |
|
1359
Louisiana-Pacific
LPX
$6.68B
| $46.9M | 0.01% |
916,423
-490,986
| -35% | -$25.1M |
|
1360
First Industrial Realty Trust
FR
$6.91B
| $46.9M | 0.01% |
1,046,858
+20,495
| +2% | +$918K |
|
|
DISH
1361
DELISTED
DISH Network Corp.
DISH
| $46.8M | 0.01% |
3,382,774
+530,865
| +19% | +$7.34M |
|
1362
SPDR S&P Aerospace & Defense ETF
XAR
$4.05B
| $46.8M | 0.01% |
510,217
+67,088
| +15% | +$6.15M |
|
1363
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $46.7M | 0.01% |
1,809,968
+190,239
| +12% | +$4.91M |
|
1364
Global X US Preferred ETF
PFFD
$2.37B
| $46.7M | 0.01% |
2,276,440
+325,795
| +17% | +$6.68M |
|
1365
Hanesbrands
HBI
$2.2B
| $46.7M | 0.01% |
6,707,776
+1,288,371
| +24% | +$8.97M |
|
1366
Mizuho Financial
MFG
$82.2B
| $46.6M | 0.01% |
21,100,054
+6,423,707
| +44% | +$14.2M |
|
1367
Nokia
NOK
$24.3B
| $46.6M | 0.01% |
10,916,543
+1,144,045
| +12% | +$4.89M |
|
1368
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.99B
| $46.6M | 0.01% |
2,014,813
+233,574
| +13% | +$5.4M |
|
1369
Eventbrite
EB
$262M
| $46.6M | 0.01% |
7,660,872
+5,599,783
| +272% | +$34M |
|
1370
Lithia Motors
LAD
$8.56B
| $46.5M | 0.01% |
216,579
-39,686
| -15% | -$8.51M |
|
1371
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $46.5M | 0.01% |
10,439,823
+1,704,254
| +20% | +$7.58M |
|
1372
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$375M
| $46.5M | 0.01% |
2,096,403
-572,869
| -21% | -$12.7M |
|
1373
Regal Rexnord
RRX
$9.22B
| $46.4M | 0.01% |
330,768
+95,685
| +41% | +$13.4M |
|
1374
Academy Sports + Outdoors
ASO
$3.2B
| $46.4M | 0.01% |
1,099,871
+86,341
| +9% | +$3.64M |
|
|
AAWW
1375
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $46.4M | 0.01% |
485,220
-636,308
| -57% | -$60.8M |
|