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 |
iShares Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
CNO Financial Group
CNO
$3.8B
| $9.91M | ﹤0.01% |
556,815
-202,756
| -27% | -$3.61M |
|
2027
Aegon
AEG
$12.2B
| $9.85M | ﹤0.01% |
1,655,006
+355,865
| +27% | +$2.12M |
|
2028
Mettler-Toledo International
MTD
$25.9B
| $9.84M | ﹤0.01% |
38,875
-23,101
| -37% | -$5.85M |
|
|
DBL
2029
DoubleLine Opportunistic Credit Fund
DBL
$296M
| $9.83M | ﹤0.01% |
415,560
+193,820
| +87% | +$4.58M |
|
2030
Brookfield Renewable
BEP
$7.19B
| $9.81M | ﹤0.01% |
621,471
+67,260
| +12% | +$1.06M |
|
2031
Insulet
PODD
$24.1B
| $9.81M | ﹤0.01% |
247,207
-19,526
| -7% | -$775K |
|
|
IMGN
2032
DELISTED
Immunogen Inc
IMGN
| $9.8M | ﹤0.01% |
826,965
+509,837
| +161% | +$6.04M |
|
|
MDAS
2033
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $9.8M | ﹤0.01% |
429,036
+285,443
| +199% | +$6.52M |
|
2034
VanEck Retail ETF
RTH
$263M
| $9.8M | ﹤0.01% |
165,214
+164,139
| +15,269% | +$9.73M |
|
2035
Tidewater
TDW
$2.93B
| $9.76M | ﹤0.01% |
5,386
+598
| +12% | +$1.08M |
|
2036
Skechers
SKX
$9.49B
| $9.75M | ﹤0.01% |
640,098
-448,746
| -41% | -$6.84M |
|
2037
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.64B
| $9.75M | ﹤0.01% |
457,210
+75,860
| +20% | +$1.62M |
|
2038
KB Home
KBH
$4.48B
| $9.75M | ﹤0.01% |
521,736
-836,997
| -62% | -$15.6M |
|
2039
John Wiley & Sons Class A
WLY
$2.19B
| $9.74M | ﹤0.01% |
160,754
+106,770
| +198% | +$6.47M |
|
|
CIR
2040
DELISTED
CIRCOR International, Inc
CIR
| $9.73M | ﹤0.01% |
126,111
+64,914
| +106% | +$5.01M |
|
|
NSM
2041
DELISTED
Nationstar Mortgage Holdings
NSM
| $9.72M | ﹤0.01% |
267,669
-311,651
| -54% | -$11.3M |
|
2042
Agios Pharmaceuticals
AGIO
$2.14B
| $9.69M | ﹤0.01% |
211,524
+10,023
| +5% | +$459K |
|
|
DGI
2043
DELISTED
DigitalGlobe Inc.
DGI
| $9.68M | ﹤0.01% |
348,267
+237,794
| +215% | +$6.61M |
|
|
EMWP
2044
DELISTED
Eros Media World PLC
EMWP
| $9.68M | ﹤0.01% |
31,909
-550
| -2% | -$167K |
|
|
NTT
2045
DELISTED
Nippon Telegraph & Telephone
NTT
| $9.68M | ﹤0.01% |
310,159
+25,071
| +9% | +$783K |
|
2046
Bank of America Series L
BAC.PRL
$3.95B
| $9.66M | ﹤0.01% |
8,250
+250
| +3% | +$293K |
|
2047
Inovio Pharmaceuticals
INO
$126M
| $9.66M | ﹤0.01% |
74,466
+36,261
| +95% | +$4.7M |
|
|
LVNTA
2048
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $9.65M | ﹤0.01% |
266,143
-46,466
| -15% | -$1.69M |
|
|
ARII
2049
DELISTED
American Railcar Industries, Inc.
ARII
| $9.64M | ﹤0.01% |
142,296
+10,568
| +8% | +$716K |
|
2050
Civeo
CVEO
$287M
| $9.64M | ﹤0.01% |
+32,096
| New | +$9.64M |
|