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 | |
|---|---|---|---|---|---|---|
1551
Terreno Realty
TRNO
$6.04B
| $47.1M | 0.01% |
828,334
+529,563
| +177% | +$30.1M |
|
1552
Hanesbrands
HBI
$2.24B
| $47M | 0.01% |
7,392,019
+684,243
| +10% | +$4.35M |
|
1553
iShares MSCI Germany ETF
EWG
$2.4B
| $47M | 0.01% |
1,900,761
-2,547,521
| -57% | -$63M |
|
1554
Brookfield Renewable
BEP
$7.29B
| $47M | 0.01% |
1,854,360
+144,322
| +8% | +$3.66M |
|
1555
UFP Industries
UFPI
$5.81B
| $46.6M | 0.01% |
588,328
-31,117
| -5% | -$2.47M |
|
1556
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
| $46.5M | 0.01% |
2,764,133
+260,836
| +10% | +$4.39M |
|
1557
XPO
XPO
$15.8B
| $46.5M | 0.01% |
1,398,022
-235,111
| -14% | -$7.83M |
|
1558
Avantis US Small Cap Value ETF
AVUV
$18.4B
| $46.5M | 0.01% |
624,141
+217,830
| +54% | +$16.2M |
|
1559
First Trust Nasdaq Food & Beverage ETF
FTXG
$20.7M
| $46.5M | 0.01% |
1,717,603
+288,264
| +20% | +$7.8M |
|
1560
Dana Inc
DAN
$2.76B
| $46.4M | 0.01% |
3,065,800
+1,645,566
| +116% | +$24.9M |
|
1561
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $46.4M | 0.01% |
4,589,426
-867,394
| -16% | -$8.76M |
|
1562
McGrath RentCorp
MGRC
$3.02B
| $46.3M | 0.01% |
468,790
+409,256
| +687% | +$40.4M |
|
1563
Invesco Large Cap Growth ETF
PWB
$1.63B
| $46.3M | 0.01% |
774,467
+18,252
| +2% | +$1.09M |
|
|
WIRE
1564
DELISTED
Encore Wire Corp
WIRE
| $46.1M | 0.01% |
335,407
-19,752
| -6% | -$2.72M |
|
1565
Avis
CAR
$5.43B
| $46.1M | 0.01% |
281,360
+9,638
| +4% | +$1.58M |
|
1566
iShares Global Healthcare ETF
IXJ
$3.81B
| $46M | 0.01% |
542,343
-10,756
| -2% | -$913K |
|
1567
EXL Service
EXLS
$6.96B
| $45.9M | 0.01% |
1,355,845
-137,995
| -9% | -$4.68M |
|
1568
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
| $45.9M | 0.01% |
1,043,592
+54,402
| +5% | +$2.39M |
|
1569
Simpson Manufacturing
SSD
$7.87B
| $45.9M | 0.01% |
517,900
+368,325
| +246% | +$32.7M |
|
1570
Fabrinet
FN
$12.8B
| $45.9M | 0.01% |
357,632
+53,814
| +18% | +$6.9M |
|
1571
Bloom Energy
BE
$15.3B
| $45.8M | 0.01% |
2,395,090
-75,146
| -3% | -$1.44M |
|
1572
Pinnacle Financial Partners
PNFP
$7.4B
| $45.6M | 0.01% |
620,673
+282,678
| +84% | +$20.7M |
|
1573
Universal Display
OLED
$6.45B
| $45.5M | 0.01% |
421,442
+47,148
| +13% | +$5.09M |
|
1574
Anterix
ATEX
$400M
| $45.5M | 0.01% |
1,415,048
+145,155
| +11% | +$4.67M |
|
1575
Jefferies Financial Group
JEF
$13.8B
| $45.5M | 0.01% |
1,388,383
+289,304
| +26% | +$9.48M |
|