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 | |
|---|---|---|---|---|---|---|
1751
Ralph Lauren
RL
$19.1B
| $37.1M | ﹤0.01% |
351,410
-53,595
| -13% | -$5.66M |
|
1752
Murphy Oil
MUR
$3.98B
| $37.1M | ﹤0.01% |
862,397
+1,850
| +0.2% | +$79.6K |
|
1753
Exelixis
EXEL
$10.5B
| $37.1M | ﹤0.01% |
2,312,117
+1,009,945
| +78% | +$16.2M |
|
1754
Tenable Holdings
TENB
$3.57B
| $37.1M | ﹤0.01% |
971,740
+468,985
| +93% | +$17.9M |
|
1755
New Fortress Energy
NFE
$512M
| $37.1M | ﹤0.01% |
873,706
+96,860
| +12% | +$4.11M |
|
1756
Rambus
RMBS
$10.4B
| $37M | ﹤0.01% |
1,032,059
+35,230
| +4% | +$1.26M |
|
1757
First Trust Dorsey Wright International Focus 5 ETF
IFV
$175M
| $37M | ﹤0.01% |
2,209,306
+452,510
| +26% | +$7.57M |
|
1758
Schwab Emerging Markets Equity ETF
SCHE
$11.3B
| $36.9M | ﹤0.01% |
1,560,364
+95,430
| +7% | +$2.26M |
|
1759
Valmont Industries
VMI
$7.38B
| $36.8M | ﹤0.01% |
111,438
+30,076
| +37% | +$9.95M |
|
1760
Axsome Therapeutics
AXSM
$5.69B
| $36.8M | ﹤0.01% |
477,256
-122,275
| -20% | -$9.43M |
|
1761
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.78B
| $36.8M | ﹤0.01% |
708,945
+235,732
| +50% | +$12.2M |
|
1762
AngloGold Ashanti
AU
$33.3B
| $36.8M | ﹤0.01% |
1,893,907
-81,326
| -4% | -$1.58M |
|
1763
Clear Secure
YOU
$3.64B
| $36.7M | ﹤0.01% |
1,338,832
+89,320
| +7% | +$2.45M |
|
1764
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.84B
| $36.7M | ﹤0.01% |
1,511,270
+324,220
| +27% | +$7.88M |
|
|
PACW
1765
DELISTED
PacWest Bancorp
PACW
| $36.7M | ﹤0.01% |
1,599,631
+79,345
| +5% | +$1.82M |
|
1766
iShares MSCI Europe Financials ETF
EUFN
$4.46B
| $36.7M | ﹤0.01% |
2,092,741
-29,220
| -1% | -$512K |
|
1767
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $36.6M | ﹤0.01% |
420,268
-262,150
| -38% | -$22.8M |
|
1768
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.57B
| $36.6M | ﹤0.01% |
419,650
+7,362
| +2% | +$642K |
|
|
GAP
1769
The Gap, Inc.
GAP
$8.37B
| $36.6M | ﹤0.01% |
3,243,084
+120,557
| +4% | +$1.36M |
|
1770
Plains GP Holdings
PAGP
$3.69B
| $36.6M | ﹤0.01% |
2,939,897
+100,672
| +4% | +$1.25M |
|
1771
Coca-Cola Femsa
KOF
$18.1B
| $36.5M | ﹤0.01% |
537,866
+176,095
| +49% | +$12M |
|
1772
Spire
SR
$4.44B
| $36.5M | ﹤0.01% |
529,873
-70,789
| -12% | -$4.87M |
|
|
ETG
1773
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.6B
| $36.5M | ﹤0.01% |
2,415,018
-468,206
| -16% | -$7.07M |
|
1774
National Research Corp
NRC
$370M
| $36.3M | ﹤0.01% |
974,253
+952,230
| +4,324% | +$35.5M |
|
1775
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.59B
| $36.2M | ﹤0.01% |
4,022,390
-534,160
| -12% | -$4.81M |
|