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 | |
|---|---|---|---|---|---|---|
2701
Supernus Pharmaceuticals
SUPN
$2.51B
| $21.9M | ﹤0.01% |
693,752
+43,914
| +7% | +$1.38M |
|
2702
Crinetics Pharmaceuticals
CRNX
$3.22B
| $21.9M | ﹤0.01% |
760,022
+245,338
| +48% | +$7.06M |
|
2703
Verint Systems
VRNT
$1.22B
| $21.9M | ﹤0.01% |
1,111,163
+400,329
| +56% | +$7.87M |
|
2704
iShares Global Clean Energy ETF
ICLN
$1.63B
| $21.9M | ﹤0.01% |
1,667,004
-983,304
| -37% | -$12.9M |
|
2705
Uranium Energy
UEC
$5.44B
| $21.9M | ﹤0.01% |
3,213,405
-1,595,511
| -33% | -$10.8M |
|
2706
Barron's 400 ETF
BFOR
$182M
| $21.8M | ﹤0.01% |
283,665
+617
| +0.2% | +$47.5K |
|
2707
iShares Global Comm Services ETF
IXP
$702M
| $21.8M | ﹤0.01% |
194,359
+6,300
| +3% | +$708K |
|
2708
Eos Energy Enterprises
EOSE
$2.37B
| $21.8M | ﹤0.01% |
4,252,662
+2,791,740
| +191% | +$14.3M |
|
2709
Oceaneering
OII
$2.43B
| $21.8M | ﹤0.01% |
1,050,683
+10,396
| +1% | +$215K |
|
2710
St. Joe Company
JOE
$2.99B
| $21.7M | ﹤0.01% |
455,877
-42,340
| -8% | -$2.02M |
|
2711
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$143M
| $21.7M | ﹤0.01% |
403,553
+22,900
| +6% | +$1.23M |
|
2712
WisdomTree Japan SmallCap Dividend Fund
DFJ
$321M
| $21.7M | ﹤0.01% |
253,569
-9,474
| -4% | -$812K |
|
2713
Stewart Information Services
STC
$2.03B
| $21.7M | ﹤0.01% |
333,431
+51,985
| +18% | +$3.38M |
|
2714
Lindsay Corp
LNN
$1.53B
| $21.7M | ﹤0.01% |
150,455
+8,181
| +6% | +$1.18M |
|
2715
LifeMD
LFMD
$288M
| $21.7M | ﹤0.01% |
1,593,282
+847,262
| +114% | +$11.5M |
|
2716
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$416M
| $21.7M | ﹤0.01% |
304,354
-19,967
| -6% | -$1.42M |
|
2717
iShares Morningstar Small-Cap Value ETF
ISCV
$523M
| $21.7M | ﹤0.01% |
352,812
-34,918
| -9% | -$2.14M |
|
|
RIV
2718
RiverNorth Opportunities Fund
RIV
$262M
| $21.7M | ﹤0.01% |
1,766,557
-1,963
| -0.1% | -$24.1K |
|
2719
The Greenbrier Companies
GBX
$1.43B
| $21.6M | ﹤0.01% |
470,123
-87,643
| -16% | -$4.04M |
|
2720
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.91B
| $21.6M | ﹤0.01% |
585,926
+75,588
| +15% | +$2.79M |
|
2721
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$79.2M
| $21.6M | ﹤0.01% |
356,159
-1,016
| -0.3% | -$61.7K |
|
2722
Seacoast Banking Corp of Florida
SBCF
$2.67B
| $21.6M | ﹤0.01% |
782,675
+12,885
| +2% | +$356K |
|
2723
Scorpio Tankers
STNG
$3.09B
| $21.6M | ﹤0.01% |
551,904
-91,451
| -14% | -$3.58M |
|
2724
Horace Mann Educators
HMN
$1.86B
| $21.6M | ﹤0.01% |
502,168
+2,787
| +0.6% | +$120K |
|
2725
Rentokil
RTO
$12.5B
| $21.6M | ﹤0.01% |
899,087
+539,113
| +150% | +$12.9M |
|