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 | |
|---|---|---|---|---|---|---|
2751
Amicus Therapeutics
FOLD
$2.46B
| $20M | ﹤0.01% |
2,121,668
-2,093,663
| -50% | -$19.7M |
|
2752
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$410M
| $20M | ﹤0.01% |
579,530
-62,279
| -10% | -$2.15M |
|
2753
CSG Systems International
CSGS
$1.89B
| $19.9M | ﹤0.01% |
390,076
-159,753
| -29% | -$8.16M |
|
2754
Atlas Energy Solutions
AESI
$1.37B
| $19.9M | ﹤0.01% |
898,431
+213,516
| +31% | +$4.74M |
|
|
UNIT
2755
Uniti Group
UNIT
$1.63B
| $19.8M | ﹤0.01% |
3,597,298
-285,996
| -7% | -$1.57M |
|
2756
Helix Energy Solutions
HLX
$932M
| $19.8M | ﹤0.01% |
2,119,928
-1,900,153
| -47% | -$17.7M |
|
2757
Nuveen ESG International Developed Markets Equity ETF
NUDM
$605M
| $19.7M | ﹤0.01% |
656,653
+67,486
| +11% | +$2.03M |
|
2758
Beam Therapeutics
BEAM
$2.27B
| $19.7M | ﹤0.01% |
795,319
-412,438
| -34% | -$10.2M |
|
2759
Teladoc Health
TDOC
$1.4B
| $19.7M | ﹤0.01% |
2,168,228
-241,126
| -10% | -$2.19M |
|
2760
SunCoke Energy
SXC
$663M
| $19.7M | ﹤0.01% |
1,840,258
+21,584
| +1% | +$231K |
|
|
PEPS
2761
Parametric Equity Plus ETF
PEPS
$23.8M
| $19.6M | ﹤0.01% |
+795,001
| New | +$19.6M |
|
2762
STAAR Surgical
STAA
$1.35B
| $19.6M | ﹤0.01% |
808,312
-35,827
| -4% | -$870K |
|
2763
Alvotech
ALVO
$2.47B
| $19.6M | ﹤0.01% |
1,482,068
-257,272
| -15% | -$3.4M |
|
2764
Veeco
VECO
$1.63B
| $19.6M | ﹤0.01% |
731,349
-107,904
| -13% | -$2.89M |
|
2765
Global Net Lease
GNL
$1.79B
| $19.6M | ﹤0.01% |
2,684,564
+128,553
| +5% | +$938K |
|
2766
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$684M
| $19.6M | ﹤0.01% |
434,087
-145,264
| -25% | -$6.55M |
|
2767
CRISPR Therapeutics
CRSP
$5.37B
| $19.5M | ﹤0.01% |
495,002
-137,001
| -22% | -$5.39M |
|
2768
Fortrea Holdings
FTRE
$936M
| $19.5M | ﹤0.01% |
1,044,459
-233,412
| -18% | -$4.35M |
|
2769
Limbach Holdings
LMB
$1.21B
| $19.5M | ﹤0.01% |
227,666
-88,760
| -28% | -$7.59M |
|
2770
Collegium Pharmaceutical
COLL
$1.12B
| $19.5M | ﹤0.01% |
679,339
+67,608
| +11% | +$1.94M |
|
|
BBT
2771
Beacon Financial Corporation
BBT
$2.11B
| $19.5M | ﹤0.01% |
684,579
+23,776
| +4% | +$676K |
|
2772
Xerox
XRX
$462M
| $19.5M | ﹤0.01% |
2,307,316
-139,013
| -6% | -$1.17M |
|
2773
Nuveen Municipal Credit Opportunities Fund
NMCO
$596M
| $19.4M | ﹤0.01% |
1,832,800
-755,054
| -29% | -$8.01M |
|
2774
ARK Fintech Innovation ETF
ARKF
$1.63B
| $19.4M | ﹤0.01% |
524,680
+233,032
| +80% | +$8.63M |
|
2775
Invesco S&P International Developed Quality ETF
IDHQ
$512M
| $19.4M | ﹤0.01% |
684,230
+23,147
| +4% | +$656K |
|