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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2676
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$408M
| $21.5M | ﹤0.01% |
919,587
-57,517
| -6% | -$1.35M |
|
2677
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$106M
| $21.5M | ﹤0.01% |
387,349
+37,749
| +11% | +$2.1M |
|
2678
Lennar Class B
LEN.B
$32.8B
| $21.5M | ﹤0.01% |
170,928
-25,650
| -13% | -$3.22M |
|
2679
Protolabs
PRLB
$1.18B
| $21.5M | ﹤0.01% |
549,083
-105,981
| -16% | -$4.14M |
|
2680
Winnebago Industries
WGO
$925M
| $21.5M | ﹤0.01% |
449,118
+17,359
| +4% | +$829K |
|
2681
REV Group
REVG
$2.89B
| $21.4M | ﹤0.01% |
671,958
+8,165
| +1% | +$260K |
|
2682
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12.7B
| $21.3M | ﹤0.01% |
780,792
-511,585
| -40% | -$14M |
|
2683
Direxion Daily FTSE China Bear 3X Shares
YANG
$150M
| $21.3M | ﹤0.01% |
304,138
+287,639
| +1,743% | +$20.1M |
|
2684
Materion
MTRN
$2.43B
| $21.2M | ﹤0.01% |
214,821
-5,845
| -3% | -$578K |
|
2685
NBT Bancorp
NBTB
$2.24B
| $21.2M | ﹤0.01% |
444,354
-49,763
| -10% | -$2.38M |
|
2686
Hilton Grand Vacations
HGV
$3.94B
| $21.2M | ﹤0.01% |
544,270
+37,502
| +7% | +$1.46M |
|
2687
A10 Networks
ATEN
$1.27B
| $21.2M | ﹤0.01% |
1,151,171
-1,114,435
| -49% | -$20.5M |
|
|
GLO
2688
Clough Global Opportunities Fund
GLO
$241M
| $21.2M | ﹤0.01% |
4,131,124
-1,093,711
| -21% | -$5.6M |
|
2689
SPDR Dow Jones International Real Estate ETF
RWX
$308M
| $21.1M | ﹤0.01% |
917,193
-63,174
| -6% | -$1.46M |
|
2690
Select Medical
SEM
$1.52B
| $21.1M | ﹤0.01% |
1,119,928
-975,754
| -47% | -$18.4M |
|
2691
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.85B
| $21.1M | ﹤0.01% |
876,332
+83,498
| +11% | +$2.01M |
|
2692
Horace Mann Educators
HMN
$1.86B
| $21.1M | ﹤0.01% |
536,983
-203,002
| -27% | -$7.96M |
|
|
SEI
2693
Solaris Energy Infrastructure, Inc.
SEI
$1.48B
| $21.1M | ﹤0.01% |
731,511
+119,683
| +20% | +$3.44M |
|
2694
Hamilton Insurance Group
HG
$2.34B
| $21M | ﹤0.01% |
1,105,202
-1,241,090
| -53% | -$23.6M |
|
2695
Greenlight Captial
GLRE
$433M
| $21M | ﹤0.01% |
1,499,025
-9,193
| -0.6% | -$129K |
|
2696
Global X SuperDividend US ETF
DIV
$648M
| $20.9M | ﹤0.01% |
1,160,607
+145,722
| +14% | +$2.63M |
|
2697
Vital Energy
VTLE
$634M
| $20.9M | ﹤0.01% |
676,378
+246,013
| +57% | +$7.61M |
|
2698
First Trust Japan AlphaDEX Fund
FJP
$203M
| $20.9M | ﹤0.01% |
404,273
-72,722
| -15% | -$3.76M |
|
2699
First Majestic Silver
AG
$4.91B
| $20.9M | ﹤0.01% |
3,804,306
+2,068,116
| +119% | +$11.4M |
|
2700
Pulmonx
LUNG
$63.2M
| $20.9M | ﹤0.01% |
3,072,838
-716,107
| -19% | -$4.86M |
|