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 | |
|---|---|---|---|---|---|---|
1401
Sealed Air
SEE
$4.99B
| $56.3M | 0.01% |
1,127,826
-118,406
| -10% | -$5.91M |
|
1402
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $56.2M | 0.01% |
927,243
+84,666
| +10% | +$5.13M |
|
|
HQH
1403
abrdn Healthcare Investors
HQH
$898M
| $56.1M | 0.01% |
3,118,800
+144,494
| +5% | +$2.6M |
|
1404
Blackstone Secured Lending
BXSL
$6.58B
| $56.1M | 0.01% |
2,508,684
+280,695
| +13% | +$6.27M |
|
1405
Group 1 Automotive
GPI
$6.03B
| $56M | 0.01% |
310,592
+15,115
| +5% | +$2.73M |
|
1406
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $55.9M | 0.01% |
2,026,990
-187,300
| -8% | -$5.17M |
|
1407
Fomento Económico Mexicano
FMX
$32B
| $55.9M | 0.01% |
715,821
-1,132
| -0.2% | -$88.4K |
|
1408
Futu Holdings
FUTU
$25.9B
| $55.7M | 0.01% |
1,371,112
+346,382
| +34% | +$14.1M |
|
1409
Chegg
CHGG
$167M
| $55.7M | 0.01% |
2,204,693
-151,326
| -6% | -$3.82M |
|
1410
Schneider National
SNDR
$4.18B
| $55.7M | 0.01% |
2,379,638
+297,850
| +14% | +$6.97M |
|
1411
Leggett & Platt
LEG
$1.3B
| $55.5M | 0.01% |
1,722,338
+69,203
| +4% | +$2.23M |
|
1412
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $55.5M | 0.01% |
945,845
+54,429
| +6% | +$3.19M |
|
1413
ProShares Large Cap Core Plus
CSM
$474M
| $55.4M | 0.01% |
1,234,029
-33,403
| -3% | -$1.5M |
|
1414
Pacer Lunt Large Cap Alternator ETF
ALTL
$110M
| $55.4M | 0.01% |
1,368,936
+15,380
| +1% | +$622K |
|
|
LTHM
1415
DELISTED
Livent Corporation
LTHM
| $55.3M | 0.01% |
2,785,588
-12,235
| -0.4% | -$243K |
|
1416
Semtech
SMTC
$5.23B
| $55.2M | 0.01% |
1,924,955
+716,294
| +59% | +$20.6M |
|
1417
Saic
SAIC
$4.9B
| $55.1M | 0.01% |
497,082
+57,378
| +13% | +$6.36M |
|
1418
MDU Resources
MDU
$3.32B
| $55.1M | 0.01% |
4,777,341
+936,486
| +24% | +$10.8M |
|
1419
Macy's
M
$4.54B
| $54.9M | 0.01% |
2,660,917
+116,136
| +5% | +$2.4M |
|
1420
First Trust Small Cap Core AlphaDEX Fund
FYX
$884M
| $54.9M | 0.01% |
700,353
-10,217
| -1% | -$802K |
|
1421
Southwest Gas
SWX
$5.65B
| $54.6M | 0.01% |
882,058
+524,625
| +147% | +$32.5M |
|
1422
Granite Construction
GVA
$4.7B
| $54.5M | 0.01% |
1,552,637
+222,255
| +17% | +$7.79M |
|
1423
Pembina Pipeline
PBA
$22.8B
| $54.4M | 0.01% |
1,603,010
-617,513
| -28% | -$21M |
|
1424
Mitsubishi UFJ Financial
MUFG
$177B
| $54.4M | 0.01% |
8,150,607
-313,746
| -4% | -$2.09M |
|
1425
Flex
FLEX
$21.4B
| $54.4M | 0.01% |
3,361,315
+783,160
| +30% | +$12.7M |
|