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 | |
|---|---|---|---|---|---|---|
2726
Viasat
VSAT
$4.34B
| $20.5M | ﹤0.01% |
2,410,182
+208,001
| +9% | +$1.77M |
|
2727
Triumph Financial, Inc.
TFIN
$1.36B
| $20.5M | ﹤0.01% |
225,541
+11,730
| +5% | +$1.07M |
|
2728
IQ ARB Merger Arbitrage ETF
MNA
$256M
| $20.5M | ﹤0.01% |
621,630
-7,784
| -1% | -$257K |
|
2729
Rush Street Interactive
RSI
$2.02B
| $20.5M | ﹤0.01% |
1,492,925
+567,386
| +61% | +$7.78M |
|
2730
iShares S&P India Nifty 50 Index Fund
INDY
$663M
| $20.5M | ﹤0.01% |
402,622
-21,046
| -5% | -$1.07M |
|
2731
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.13B
| $20.5M | ﹤0.01% |
641,252
+41,772
| +7% | +$1.33M |
|
|
MUI
2732
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $20.5M | ﹤0.01% |
1,688,402
-251,119
| -13% | -$3.04M |
|
2733
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$607M
| $20.5M | ﹤0.01% |
913,181
+550,553
| +152% | +$12.3M |
|
2734
PagSeguro Digital
PAGS
$3.11B
| $20.4M | ﹤0.01% |
3,264,514
-942,848
| -22% | -$5.9M |
|
2735
Park National Corp
PRK
$2.66B
| $20.4M | ﹤0.01% |
119,177
-11,759
| -9% | -$2.02M |
|
2736
iShares MSCI Australia ETF
EWA
$1.54B
| $20.4M | ﹤0.01% |
855,517
-728,923
| -46% | -$17.4M |
|
2737
First Trust Indxx NextG ETF
NXTG
$410M
| $20.4M | ﹤0.01% |
239,102
-1,523
| -0.6% | -$130K |
|
2738
Embecta
EMBC
$881M
| $20.4M | ﹤0.01% |
986,531
-73,403
| -7% | -$1.52M |
|
2739
Privia Health
PRVA
$2.73B
| $20.4M | ﹤0.01% |
1,041,268
-1,110
| -0.1% | -$21.7K |
|
2740
WNS Holdings
WNS
$3.27B
| $20.3M | ﹤0.01% |
429,187
+25,888
| +6% | +$1.23M |
|
|
EFXT
2741
Enerflex
EFXT
$1.31B
| $20.3M | ﹤0.01% |
2,042,945
+1,645,941
| +415% | +$16.4M |
|
2742
Veritex Holdings
VBTX
$1.87B
| $20.3M | ﹤0.01% |
747,744
-123,113
| -14% | -$3.34M |
|
2743
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.25B
| $20.3M | ﹤0.01% |
498,043
+28,210
| +6% | +$1.15M |
|
2744
SPDR S&P Software & Services ETF
XSW
$488M
| $20.3M | ﹤0.01% |
107,198
+23,237
| +28% | +$4.39M |
|
2745
Franklin US Core Bond ETF
FLCB
$2.72B
| $20.2M | ﹤0.01% |
960,049
+31,552
| +3% | +$665K |
|
|
JKS
2746
JinkoSolar
JKS
$1.31B
| $20.2M | ﹤0.01% |
810,311
-618,351
| -43% | -$15.4M |
|
2747
Pacer Data & Infrastructure Real Estate ETF
SRVR
$434M
| $20.2M | ﹤0.01% |
672,665
-176,845
| -21% | -$5.3M |
|
2748
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.59B
| $20.1M | ﹤0.01% |
262,910
+161,405
| +159% | +$12.4M |
|
2749
Laureate Education
LAUR
$4.38B
| $20.1M | ﹤0.01% |
1,098,388
+59,238
| +6% | +$1.08M |
|
2750
Hartford Multifactor US Equity ETF
ROUS
$579M
| $20.1M | ﹤0.01% |
394,453
+65,752
| +20% | +$3.35M |
|