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 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$722M |
| 2 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
+$544M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$349M |
| 4 |
Home Depot
HD
|
+$344M |
| 5 |
TSMC
TSM
|
+$323M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.37B |
| 2 |
Wells Fargo
WFC
|
+$768M |
| 3 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
+$631M |
| 4 |
Apple
AAPL
|
+$586M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$545M |
Sector Composition
| 1 | Healthcare | 9.14% |
| 2 | Technology | 8.58% |
| 3 | Financials | 8.57% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Communication Services | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Norwegian Cruise Line
NCLH
$11.6B
| $8.19M | ﹤0.01% |
151,678
-208,660
| -58% | -$11.3M |
|
2227
First Trust Cloud Computing ETF
SKYY
$3.21B
| $8.19M | ﹤0.01% |
279,799
+83,801
| +43% | +$2.45M |
|
2228
TrueCar
TRUE
$202M
| $8.16M | ﹤0.01% |
457,343
+23,555
| +5% | +$420K |
|
2229
Usana Health Sciences
USNA
$559M
| $8.16M | ﹤0.01% |
146,798
-99,750
| -40% | -$5.54M |
|
2230
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.65B
| $8.16M | ﹤0.01% |
440,869
+4,661
| +1% | +$86.2K |
|
|
NFX
2231
DELISTED
Newfield Exploration
NFX
| $8.15M | ﹤0.01% |
232,371
-974,304
| -81% | -$34.2M |
|
|
WDR
2232
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $8.14M | ﹤0.01% |
164,270
-330,100
| -67% | -$16.4M |
|
2233
Main Street Capital
MAIN
$5.82B
| $8.12M | ﹤0.01% |
262,752
-13,350
| -5% | -$412K |
|
2234
Invesco Semiconductors ETF
PSI
$791M
| $8.12M | ﹤0.01% |
901,614
+630,480
| +233% | +$5.67M |
|
2235
Galicia Financial Group
GGAL
$4.86B
| $8.11M | ﹤0.01% |
350,497
+88,658
| +34% | +$2.05M |
|
2236
iShares MSCI Europe Financials ETF
EUFN
$4.46B
| $8.09M | ﹤0.01% |
352,068
+80,991
| +30% | +$1.86M |
|
2237
ManpowerGroup
MAN
$1.77B
| $8.08M | ﹤0.01% |
93,830
-178,623
| -66% | -$15.4M |
|
2238
Synchronoss Technologies
SNCR
$68.9M
| $8.07M | ﹤0.01% |
18,896
-5,198
| -22% | -$2.22M |
|
2239
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$254M
| $8.07M | ﹤0.01% |
224,739
-10,880
| -5% | -$391K |
|
2240
Southern Copper
SCCO
$88.1B
| $8.07M | ﹤0.01% |
290,357
-134,975
| -32% | -$3.75M |
|
2241
Cato Corp
CATO
$90.1M
| $8.07M | ﹤0.01% |
203,664
+106,749
| +110% | +$4.23M |
|
|
MMT
2242
MFS Multimarket Income Trust
MMT
$265M
| $8.06M | ﹤0.01% |
1,270,019
-132,975
| -9% | -$844K |
|
|
SONC
2243
DELISTED
Sonic Corp
SONC
| $8.04M | ﹤0.01% |
253,528
+69,286
| +38% | +$2.2M |
|
|
BBRC
2244
DELISTED
Columbia Beyond BRICs ETF
BBRC
| $8.04M | ﹤0.01% |
403,592
-160,391
| -28% | -$3.19M |
|
2245
EchoStar
SATS
$20.1B
| $8.03M | ﹤0.01% |
191,587
-69,888
| -27% | -$2.93M |
|
2246
CyberArk
CYBR
$24B
| $8.01M | ﹤0.01% |
144,188
-73,559
| -34% | -$4.09M |
|
2247
EastGroup Properties
EGP
$8.9B
| $7.99M | ﹤0.01% |
132,891
+21,127
| +19% | +$1.27M |
|
2248
Exact Sciences
EXAS
$10B
| $7.99M | ﹤0.01% |
362,692
+88,133
| +32% | +$1.94M |
|
|
BTCM
2249
BIT Mining
BTCM
$51.6M
| $7.98M | ﹤0.01% |
73,968
-69,272
| -48% | -$7.47M |
|
|
ITCI
2250
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $7.98M | ﹤0.01% |
334,008
+76,158
| +30% | +$1.82M |
|