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 | |
|---|---|---|---|---|---|---|
|
PRE
2301
DELISTED
PARTNERRE LTD
PRE
| $7.22M | ﹤0.01% |
66,079
+17,991
| +37% | +$1.96M |
|
2302
iShares MSCI Philippines ETF
EPHE
$103M
| $7.21M | ﹤0.01% |
195,861
+55,519
| +40% | +$2.04M |
|
|
KANG
2303
DELISTED
iKang Healthcare Group, Inc.
KANG
| $7.21M | ﹤0.01% |
+415,581
| New | +$7.21M |
|
|
CZZ
2304
DELISTED
Cosan Limited
CZZ
| $7.2M | ﹤0.01% |
531,202
+225,398
| +74% | +$3.06M |
|
|
DANG
2305
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
| $7.2M | ﹤0.01% |
537,929
+131,611
| +32% | +$1.76M |
|
|
HZNP
2306
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $7.19M | ﹤0.01% |
454,600
+19,085
| +4% | +$302K |
|
2307
SPDR ICE Preferred Securities ETF
PSK
$839M
| $7.16M | ﹤0.01% |
164,097
+13,288
| +9% | +$580K |
|
|
SNMX
2308
DELISTED
Senomyx, Inc.
SNMX
| $7.15M | ﹤0.01% |
826,711
+236,781
| +40% | +$2.05M |
|
2309
Mercury Insurance
MCY
$4.35B
| $7.14M | ﹤0.01% |
151,829
+1,378
| +0.9% | +$64.8K |
|
2310
Sonic Automotive
SAH
$2.69B
| $7.13M | ﹤0.01% |
267,271
+47,500
| +22% | +$1.27M |
|
|
LOGM
2311
DELISTED
LogMein, Inc.
LOGM
| $7.09M | ﹤0.01% |
152,008
+20,872
| +16% | +$973K |
|
|
CNL
2312
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $7.08M | ﹤0.01% |
120,186
-38,375
| -24% | -$2.26M |
|
2313
WPP
WPP
$5.74B
| $7.07M | ﹤0.01% |
64,861
+3,916
| +6% | +$427K |
|
|
CEN
2314
DELISTED
Center Coast Brookfield MLP & Energy Infrastructure Fund
CEN
| $7.06M | ﹤0.01% |
36,890
+14,698
| +66% | +$2.81M |
|
2315
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.47B
| $7.06M | ﹤0.01% |
538,252
+102,971
| +24% | +$1.35M |
|
|
FGP
2316
DELISTED
Ferrellgas Partners, L.P.
FGP
| $7.06M | ﹤0.01% |
257,932
+15,328
| +6% | +$419K |
|
2317
Stantec
STN
$12.6B
| $7.05M | ﹤0.01% |
227,444
+4,520
| +2% | +$140K |
|
|
FUND
2318
Sprott Focus Trust
FUND
$243M
| $7.05M | ﹤0.01% |
836,258
+107,620
| +15% | +$907K |
|
|
CHW
2319
Calamos Global Dynamic Income Fund
CHW
$478M
| $7.04M | ﹤0.01% |
717,889
+53,643
| +8% | +$526K |
|
|
KBAL
2320
DELISTED
Kimball International
KBAL
| $7.02M | ﹤0.01% |
537,987
+51,014
| +10% | +$666K |
|
2321
Nordson
NDSN
$12.7B
| $7.01M | ﹤0.01% |
87,468
+19,795
| +29% | +$1.59M |
|
2322
MGIC Investment
MTG
$6.45B
| $6.98M | ﹤0.01% |
755,730
-712,549
| -49% | -$6.58M |
|
2323
iShares MSCI Poland ETF
EPOL
$458M
| $6.98M | ﹤0.01% |
237,739
+61,905
| +35% | +$1.82M |
|
|
RAS
2324
DELISTED
RAIT Financial Trust
RAS
| $6.97M | ﹤0.01% |
843,309
-1,679,533
| -67% | -$13.9M |
|
2325
Ericsson
ERIC
$26.5B
| $6.97M | ﹤0.01% |
577,133
-579,347
| -50% | -$7M |
|