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 | |
|---|---|---|---|---|---|---|
2376
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $19.3M | ﹤0.01% |
188,352
+53,189
| +39% | +$5.45M |
|
2377
iShares Russell Top 200 ETF
IWL
$1.83B
| $19.2M | ﹤0.01% |
213,760
-708
| -0.3% | -$63.7K |
|
2378
ZIM Integrated Shipping Services
ZIM
$1.78B
| $19.2M | ﹤0.01% |
1,118,732
+479,888
| +75% | +$8.25M |
|
2379
Ubiquiti
UI
$36.8B
| $19.2M | ﹤0.01% |
70,254
+10,849
| +18% | +$2.97M |
|
|
SAGE
2380
DELISTED
Sage Therapeutics
SAGE
| $19.2M | ﹤0.01% |
503,635
+162,920
| +48% | +$6.21M |
|
2381
Clear Channel Outdoor Holdings
CCO
$641M
| $19.2M | ﹤0.01% |
18,272,035
+2,541,546
| +16% | +$2.67M |
|
2382
Belden
BDC
$5.13B
| $19.1M | ﹤0.01% |
266,309
-129,023
| -33% | -$9.28M |
|
2383
GDS Holdings
GDS
$7.69B
| $19.1M | ﹤0.01% |
928,565
-27,251
| -3% | -$562K |
|
2384
iShares Global Materials ETF
MXI
$227M
| $19.1M | ﹤0.01% |
243,320
-35,138
| -13% | -$2.76M |
|
2385
Brookdale Senior Living
BKD
$1.75B
| $19.1M | ﹤0.01% |
7,007,755
+363,143
| +5% | +$991K |
|
|
VRTV
2386
DELISTED
VERITIV CORPORATION
VRTV
| $19.1M | ﹤0.01% |
156,962
+33,622
| +27% | +$4.09M |
|
2387
Boot Barn
BOOT
$5.49B
| $19.1M | ﹤0.01% |
304,895
+63,374
| +26% | +$3.96M |
|
2388
Columbia Multi-Sector Municipal Income ETF
MUST
$487M
| $19M | ﹤0.01% |
944,790
+722,493
| +325% | +$14.6M |
|
2389
Hess Midstream
HESM
$5.16B
| $19M | ﹤0.01% |
636,368
-77,353
| -11% | -$2.31M |
|
2390
Park Hotels & Resorts
PK
$2.42B
| $19M | ﹤0.01% |
1,613,682
+316,693
| +24% | +$3.73M |
|
2391
Kyndryl
KD
$7.33B
| $19M | ﹤0.01% |
1,708,979
+155,887
| +10% | +$1.73M |
|
2392
Greif
GEF
$3.51B
| $19M | ﹤0.01% |
283,042
+69,314
| +32% | +$4.65M |
|
2393
Haemonetics
HAE
$2.46B
| $18.9M | ﹤0.01% |
240,892
-115,360
| -32% | -$9.07M |
|
2394
Four Corners Property Trust
FCPT
$2.65B
| $18.9M | ﹤0.01% |
730,347
-15,614
| -2% | -$405K |
|
2395
Graham Holdings Company
GHC
$4.97B
| $18.9M | ﹤0.01% |
31,331
+7,268
| +30% | +$4.39M |
|
2396
Rayonier
RYN
$4B
| $18.9M | ﹤0.01% |
603,341
+207,591
| +52% | +$6.51M |
|
2397
Edgewell Personal Care
EPC
$988M
| $18.9M | ﹤0.01% |
490,130
+41,124
| +9% | +$1.58M |
|
2398
Albertsons Companies
ACI
$10.3B
| $18.9M | ﹤0.01% |
909,018
+131,428
| +17% | +$2.73M |
|
2399
Mercury Systems
MRCY
$4.48B
| $18.8M | ﹤0.01% |
420,429
+36,075
| +9% | +$1.61M |
|
2400
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $18.7M | ﹤0.01% |
138,171
-12,392
| -8% | -$1.68M |
|