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 | |
|---|---|---|---|---|---|---|
1626
Deutsche Bank
DB
$72.3B
| $42.9M | ﹤0.01% |
3,720,964
-81,965
| -2% | -$944K |
|
|
AGR
1627
DELISTED
Avangrid, Inc.
AGR
| $42.8M | ﹤0.01% |
996,618
+180,875
| +22% | +$7.77M |
|
1628
Toast
TOST
$23.7B
| $42.8M | ﹤0.01% |
2,374,747
+132,022
| +6% | +$2.38M |
|
1629
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $42.8M | ﹤0.01% |
1,007,263
-137,937
| -12% | -$5.86M |
|
1630
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $42.8M | ﹤0.01% |
4,894,679
+2,642,027
| +117% | +$23.1M |
|
1631
MSC Industrial Direct
MSM
$5.12B
| $42.8M | ﹤0.01% |
523,539
+46,322
| +10% | +$3.78M |
|
1632
Goodyear
GT
$2.45B
| $42.7M | ﹤0.01% |
4,209,194
-950,719
| -18% | -$9.65M |
|
1633
Taylor Morrison
TMHC
$6.81B
| $42.7M | ﹤0.01% |
1,407,332
+336,382
| +31% | +$10.2M |
|
1634
American States Water
AWR
$2.79B
| $42.7M | ﹤0.01% |
460,877
+101,977
| +28% | +$9.44M |
|
1635
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $42.5M | ﹤0.01% |
475,862
+94,709
| +25% | +$8.45M |
|
1636
Icahn Enterprises
IEP
$4.67B
| $42.4M | ﹤0.01% |
837,448
+290,199
| +53% | +$14.7M |
|
1637
Hamilton Lane
HLNE
$6.55B
| $42.4M | ﹤0.01% |
663,960
+482,663
| +266% | +$30.8M |
|
1638
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $42.2M | ﹤0.01% |
1,207,468
-233,816
| -16% | -$8.18M |
|
1639
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$336M
| $42.2M | ﹤0.01% |
876,327
-143,602
| -14% | -$6.92M |
|
1640
Super Micro Computer
SMCI
$26.9B
| $42.2M | ﹤0.01% |
5,140,120
-362,240
| -7% | -$2.97M |
|
1641
ScottsMiracle-Gro
SMG
$3.49B
| $42.1M | ﹤0.01% |
867,272
+13,517
| +2% | +$657K |
|
1642
Erie Indemnity
ERIE
$17.1B
| $42.1M | ﹤0.01% |
169,398
+75,942
| +81% | +$18.9M |
|
1643
Scorpio Tankers
STNG
$3.12B
| $42.1M | ﹤0.01% |
783,236
-190,124
| -20% | -$10.2M |
|
1644
HUB Group
HUBG
$2.25B
| $42M | ﹤0.01% |
1,057,836
-44,280
| -4% | -$1.76M |
|
1645
Avnet
AVT
$4.46B
| $42M | ﹤0.01% |
1,009,315
-633,573
| -39% | -$26.3M |
|
1646
Lazard
LAZ
$5.15B
| $41.9M | ﹤0.01% |
1,208,955
-213,956
| -15% | -$7.42M |
|
1647
Mine Safety
MSA
$6.6B
| $41.8M | ﹤0.01% |
290,116
+165,373
| +133% | +$23.8M |
|
1648
iShares US Utilities ETF
IDU
$1.6B
| $41.8M | ﹤0.01% |
483,213
+10,130
| +2% | +$877K |
|
|
FLG
1649
Flagstar Financial, Inc.
FLG
$5.1B
| $41.8M | ﹤0.01% |
1,619,124
+385,249
| +31% | +$9.94M |
|
1650
Elanco Animal Health
ELAN
$9.2B
| $41.7M | ﹤0.01% |
3,414,894
+356,423
| +12% | +$4.36M |
|