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
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Goodyear
GT
$2.43B
| $53.9M | 0.01% |
4,890,407
+681,213
| +16% | +$7.51M |
|
1477
Independent Bank
INDB
$3.56B
| $53.9M | 0.01% |
821,244
-140,599
| -15% | -$9.23M |
|
|
SMAR
1478
DELISTED
Smartsheet Inc.
SMAR
| $53.8M | 0.01% |
1,125,923
+233,520
| +26% | +$11.2M |
|
1479
Mohawk Industries
MHK
$8.45B
| $53.8M | 0.01% |
536,810
-20,191
| -4% | -$2.02M |
|
1480
Synovus
SNV
$7.18B
| $53.7M | 0.01% |
1,741,975
-76,989
| -4% | -$2.37M |
|
|
HUYA
1481
Huya Inc
HUYA
$780M
| $53.7M | 0.01% |
14,873,346
-228,380
| -2% | -$824K |
|
1482
Group 1 Automotive
GPI
$6.03B
| $53.7M | 0.01% |
237,088
-73,504
| -24% | -$16.6M |
|
1483
iShares MSCI France ETF
EWQ
$391M
| $53.6M | 0.01% |
1,418,754
+119,357
| +9% | +$4.51M |
|
1484
Ralph Lauren
RL
$19.1B
| $53.6M | 0.01% |
459,314
+107,904
| +31% | +$12.6M |
|
1485
East-West Bancorp
EWBC
$15.1B
| $53.6M | 0.01% |
964,927
-364,750
| -27% | -$20.2M |
|
1486
American Eagle Outfitters
AEO
$3.18B
| $53.5M | 0.01% |
3,977,638
-1,037,690
| -21% | -$13.9M |
|
1487
Radware
RDWR
$1.1B
| $53.4M | 0.01% |
2,477,785
+186,554
| +8% | +$4.02M |
|
1488
FNB Corp
FNB
$5.89B
| $53.4M | 0.01% |
4,599,721
+33,300
| +0.7% | +$386K |
|
1489
Lyft
LYFT
$7.73B
| $53.1M | 0.01% |
5,728,814
+964,344
| +20% | +$8.94M |
|
1490
Vipshop
VIPS
$8.97B
| $53.1M | 0.01% |
3,494,936
-307,300
| -8% | -$4.66M |
|
1491
Ciena
CIEN
$18.6B
| $53M | 0.01% |
1,009,997
-152,988
| -13% | -$8.03M |
|
1492
Alamo Group
ALG
$2.49B
| $52.9M | 0.01% |
287,436
+9,303
| +3% | +$1.71M |
|
1493
HEICO Class A
HEI.A
$34.9B
| $52.9M | 0.01% |
389,142
-12,016
| -3% | -$1.63M |
|
|
MEGI
1494
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$756M
| $52.9M | 0.01% |
3,723,059
+696,916
| +23% | +$9.9M |
|
1495
EXL Service
EXLS
$7.04B
| $52.8M | 0.01% |
1,632,440
+276,595
| +20% | +$8.95M |
|
1496
Haleon
HLN
$43.9B
| $52.7M | 0.01% |
6,480,050
-1,087,787
| -14% | -$8.85M |
|
1497
TD Synnex
SNX
$12.5B
| $52.6M | 0.01% |
543,885
+272,044
| +100% | +$26.3M |
|
1498
Annaly Capital Management
NLY
$14.1B
| $52.6M | 0.01% |
2,753,444
-343,751
| -11% | -$6.57M |
|
1499
MDU Resources
MDU
$3.32B
| $52.5M | 0.01% |
4,531,710
-245,631
| -5% | -$2.85M |
|
1500
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
| $52.5M | 0.01% |
2,929,479
+165,346
| +6% | +$2.96M |
|