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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Coty
COTY
$3.77B
| $27.9M | ﹤0.01% |
6,003,822
+1,807,227
| +43% | +$8.4M |
|
|
EAD
2477
Allspring Income Opportunities Fund
EAD
$419M
| $27.9M | ﹤0.01% |
3,952,688
+162,140
| +4% | +$1.14M |
|
2478
Loar Holdings
LOAR
$7.37B
| $27.9M | ﹤0.01% |
323,425
+20,316
| +7% | +$1.75M |
|
2479
California Resources
CRC
$4.84B
| $27.8M | ﹤0.01% |
609,682
-47,127
| -7% | -$2.15M |
|
2480
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
| $27.8M | ﹤0.01% |
2,682,226
-15,679
| -0.6% | -$163K |
|
|
CHX
2481
DELISTED
ChampionX
CHX
| $27.8M | ﹤0.01% |
1,118,127
-2,200,292
| -66% | -$54.7M |
|
2482
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
| $27.8M | ﹤0.01% |
502,645
+13,158
| +3% | +$727K |
|
2483
NETSCOUT
NTCT
$1.82B
| $27.8M | ﹤0.01% |
1,118,941
-354,306
| -24% | -$8.79M |
|
2484
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $27.8M | ﹤0.01% |
428,311
+22,149
| +5% | +$1.44M |
|
2485
Fulton Financial
FULT
$3.47B
| $27.8M | ﹤0.01% |
1,538,398
+10,449
| +0.7% | +$189K |
|
2486
DigitalOcean
DOCN
$3.3B
| $27.7M | ﹤0.01% |
969,792
-209,568
| -18% | -$5.99M |
|
2487
Republic Bancorp
RBCAA
$1.47B
| $27.6M | ﹤0.01% |
377,578
-3,783
| -1% | -$277K |
|
2488
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$865M
| $27.6M | ﹤0.01% |
241,107
+21,022
| +10% | +$2.41M |
|
2489
ZIM Integrated Shipping Services
ZIM
$1.78B
| $27.6M | ﹤0.01% |
1,712,388
+762,232
| +80% | +$12.3M |
|
2490
Navios Maritime Partners
NMM
$1.41B
| $27.5M | ﹤0.01% |
730,221
+85,096
| +13% | +$3.21M |
|
2491
Amkor Technology
AMKR
$6.58B
| $27.4M | ﹤0.01% |
1,305,996
-97,390
| -7% | -$2.04M |
|
2492
iRhythm Technologies
IRTC
$5.53B
| $27.4M | ﹤0.01% |
177,898
-54,771
| -24% | -$8.43M |
|
2493
Vaxcyte
PCVX
$4.01B
| $27.4M | ﹤0.01% |
841,922
+234,971
| +39% | +$7.64M |
|
2494
WisdomTree
WT
$2.03B
| $27.3M | ﹤0.01% |
2,374,546
+210,381
| +10% | +$2.42M |
|
2495
Champion Homes, Inc.
SKY
$4.32B
| $27.3M | ﹤0.01% |
436,243
-37,555
| -8% | -$2.35M |
|
2496
USA Compression Partners
USAC
$3B
| $27.3M | ﹤0.01% |
1,122,612
-250,298
| -18% | -$6.08M |
|
2497
NCR Atleos
NATL
$2.89B
| $27.3M | ﹤0.01% |
956,423
-17,904
| -2% | -$511K |
|
2498
Invesco Leisure and Entertainment ETF
PEJ
$356M
| $27.3M | ﹤0.01% |
479,301
+19,689
| +4% | +$1.12M |
|
2499
Axogen
AXGN
$774M
| $27.2M | ﹤0.01% |
2,510,703
-90,519
| -3% | -$982K |
|
2500
RXO
RXO
$2.77B
| $27.2M | ﹤0.01% |
1,732,618
+159,835
| +10% | +$2.51M |
|