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 | |
|---|---|---|---|---|---|---|
|
LUX
2276
DELISTED
Luxottica Group
LUX
| $7.34M | ﹤0.01% |
126,558
+13,534
| +12% | +$785K |
|
2277
Wintrust Financial
WTFC
$8.95B
| $7.33M | ﹤0.01% |
159,213
+50,494
| +46% | +$2.32M |
|
|
AMTG
2278
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
| $7.32M | ﹤0.01% |
437,755
-338,001
| -44% | -$5.65M |
|
2279
Global X MLP ETF
MLPA
$1.82B
| $7.32M | ﹤0.01% |
70,370
+9,547
| +16% | +$993K |
|
|
CLC
2280
DELISTED
Clarcor
CLC
| $7.32M | ﹤0.01% |
118,299
+71,971
| +155% | +$4.45M |
|
2281
Grand Canyon Education
LOPE
$5.8B
| $7.31M | ﹤0.01% |
159,087
+26,241
| +20% | +$1.21M |
|
2282
CrossAmerica Partners
CAPL
$800M
| $7.31M | ﹤0.01% |
272,096
-97,170
| -26% | -$2.61M |
|
2283
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.69B
| $7.31M | ﹤0.01% |
100,855
-40,534
| -29% | -$2.94M |
|
|
HF
2284
DELISTED
HFF Inc.
HF
| $7.3M | ﹤0.01% |
196,406
-33,803
| -15% | -$1.26M |
|
2285
SPDR S&P Health Care Services ETF
XHS
$75.4M
| $7.3M | ﹤0.01% |
145,970
+1,596
| +1% | +$79.8K |
|
|
AXLL
2286
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $7.3M | ﹤0.01% |
154,439
+7,577
| +5% | +$358K |
|
|
TOUR
2287
Tuniu
TOUR
$108M
| $7.3M | ﹤0.01% |
+414,103
| New | +$7.3M |
|
2288
Diamondback Energy
FANG
$38.9B
| $7.29M | ﹤0.01% |
82,076
+3,173
| +4% | +$282K |
|
2289
iShares Global Materials ETF
MXI
$229M
| $7.28M | ﹤0.01% |
112,894
+4,364
| +4% | +$282K |
|
|
CBEY
2290
DELISTED
CBEYOND INC COM STK
CBEY
| $7.27M | ﹤0.01% |
730,982
+505,414
| +224% | +$5.03M |
|
2291
iShares MSCI Europe Financials ETF
EUFN
$4.51B
| $7.25M | ﹤0.01% |
294,036
+25,617
| +10% | +$632K |
|
|
NIO
2292
DELISTED
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
| $7.25M | ﹤0.01% |
513,832
+30,646
| +6% | +$432K |
|
2293
ITT
ITT
$14B
| $7.25M | ﹤0.01% |
150,673
-271,634
| -64% | -$13.1M |
|
|
BBBY
2294
Bed Bath & Beyond, Inc.
BBBY
$589M
| $7.24M | ﹤0.01% |
555,530
-1,202,481
| -68% | -$15.7M |
|
|
ARR
2295
Armour Residential REIT
ARR
$1.7B
| $7.24M | ﹤0.01% |
41,790
-21,835
| -34% | -$3.78M |
|
2296
Deluxe
DLX
$882M
| $7.23M | ﹤0.01% |
123,469
-17,980
| -13% | -$1.05M |
|
|
SRCI
2297
DELISTED
SRC Energy Inc
SRCI
| $7.23M | ﹤0.01% |
545,765
+21,920
| +4% | +$290K |
|
|
UNTD
2298
DELISTED
UNITED ONLINE INC COM NEW
UNTD
| $7.23M | ﹤0.01% |
694,986
+265,590
| +62% | +$2.76M |
|
|
MXF
2299
Mexico Fund
MXF
$277M
| $7.23M | ﹤0.01% |
255,466
+42,681
| +20% | +$1.21M |
|
|
EOD
2300
Allspring Global Dividend Opportunity Fund
EOD
$245M
| $7.22M | ﹤0.01% |
850,163
+44,511
| +6% | +$378K |
|