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 | |
|---|---|---|---|---|---|---|
1851
Diodes
DIOD
$2.54B
| $33.7M | ﹤0.01% |
442,847
+50,380
| +13% | +$3.84M |
|
1852
Medifast
MED
$158M
| $33.5M | ﹤0.01% |
290,807
+5,826
| +2% | +$672K |
|
1853
Invesco Dividend Achievers ETF
PFM
$731M
| $33.5M | ﹤0.01% |
917,295
+29,706
| +3% | +$1.08M |
|
|
THQ
1854
abrdn Healthcare Opportunities Fund
THQ
$701M
| $33.5M | ﹤0.01% |
1,689,126
+33,667
| +2% | +$667K |
|
|
EDAP
1855
EDAP TMS
EDAP
$87.1M
| $33.5M | ﹤0.01% |
3,138,901
-12,199
| -0.4% | -$130K |
|
1856
TFI International
TFII
$7.93B
| $33.4M | ﹤0.01% |
333,667
+117,840
| +55% | +$11.8M |
|
1857
Global Ship Lease
GSL
$1.14B
| $33.4M | ﹤0.01% |
2,008,638
-30,306
| -1% | -$505K |
|
1858
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.85B
| $33.4M | ﹤0.01% |
547,962
+53,577
| +11% | +$3.27M |
|
1859
ABM Industries
ABM
$2.74B
| $33.4M | ﹤0.01% |
751,814
+17,293
| +2% | +$768K |
|
1860
United States Oil Fund
USO
$993M
| $33.4M | ﹤0.01% |
475,823
+61,117
| +15% | +$4.28M |
|
1861
O-I Glass
OI
$1.97B
| $33.3M | ﹤0.01% |
2,011,346
-325,592
| -14% | -$5.4M |
|
1862
Spectrum Brands
SPB
$1.28B
| $33.3M | ﹤0.01% |
546,983
+111,157
| +26% | +$6.77M |
|
1863
Azenta
AZTA
$1.4B
| $33.3M | ﹤0.01% |
572,202
+223,446
| +64% | +$13M |
|
1864
Cirrus Logic
CRUS
$6.1B
| $33.3M | ﹤0.01% |
447,085
+82,056
| +22% | +$6.11M |
|
|
TRTN
1865
DELISTED
Triton International Limited
TRTN
| $33.3M | ﹤0.01% |
484,079
-15,926
| -3% | -$1.1M |
|
1866
Wolverine World Wide
WWW
$2.47B
| $33.3M | ﹤0.01% |
3,045,114
+2,536,488
| +499% | +$27.7M |
|
|
AQUA
1867
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $33.3M | ﹤0.01% |
839,804
+189,980
| +29% | +$7.52M |
|
1868
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.5B
| $33.2M | ﹤0.01% |
1,147,095
+162,855
| +17% | +$4.72M |
|
1869
Principal Spectrum Preferred Securities Active ETF
PREF
$1.3B
| $33.2M | ﹤0.01% |
1,942,849
+190,829
| +11% | +$3.27M |
|
1870
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$646M
| $33M | ﹤0.01% |
802,564
-64,916
| -7% | -$2.67M |
|
1871
Sprott Physical Silver Trust
PSLV
$8B
| $33M | ﹤0.01% |
4,000,647
-355,825
| -8% | -$2.93M |
|
1872
Inspire Medical Systems
INSP
$2.39B
| $32.9M | ﹤0.01% |
130,790
+13,727
| +12% | +$3.46M |
|
1873
Ironwood Pharmaceuticals
IRWD
$211M
| $32.9M | ﹤0.01% |
2,658,507
+455,105
| +21% | +$5.64M |
|
1874
U-Haul Holding Co Series N
UHAL.B
$9.74B
| $32.9M | ﹤0.01% |
+597,643
| New | +$32.9M |
|
1875
Westlake Corp
WLK
$11.2B
| $32.8M | ﹤0.01% |
319,975
-276,212
| -46% | -$28.3M |
|