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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
VanEck Agribusiness ETF
MOO
$621M
| $20.5M | ﹤0.01% |
271,292
-12,207
| -4% | -$922K |
|
2777
Ubiquiti
UI
$37.8B
| $20.5M | ﹤0.01% |
92,279
-45,740
| -33% | -$10.1M |
|
2778
Franklin US Core Bond ETF
FLCB
$2.72B
| $20.4M | ﹤0.01% |
928,497
+79,491
| +9% | +$1.75M |
|
2779
nCino
NCNO
$3.59B
| $20.4M | ﹤0.01% |
646,492
+259,060
| +67% | +$8.18M |
|
2780
Mercury Systems
MRCY
$4.52B
| $20.4M | ﹤0.01% |
551,604
-253,940
| -32% | -$9.4M |
|
2781
Autohome
ATHM
$3.46B
| $20.4M | ﹤0.01% |
625,178
+316,497
| +103% | +$10.3M |
|
|
BRSL
2782
Brightstar Lottery PLC
BRSL
$3.17B
| $20.4M | ﹤0.01% |
956,449
-445,743
| -32% | -$9.49M |
|
2783
PennyMac Financial
PFSI
$6.57B
| $20.3M | ﹤0.01% |
178,496
+17,896
| +11% | +$2.04M |
|
2784
Alector
ALEC
$304M
| $20.3M | ﹤0.01% |
4,355,770
+1,350,697
| +45% | +$6.29M |
|
2785
Marqeta
MQ
$2.63B
| $20.3M | ﹤0.01% |
4,122,276
-1,251,471
| -23% | -$6.16M |
|
2786
Enviri
NVRI
$1.03B
| $20.3M | ﹤0.01% |
1,959,595
+766,640
| +64% | +$7.93M |
|
2787
Legend Biotech
LEGN
$6.35B
| $20.2M | ﹤0.01% |
415,500
+40,280
| +11% | +$1.96M |
|
2788
Beazer Homes USA
BZH
$763M
| $20.2M | ﹤0.01% |
592,206
+74,377
| +14% | +$2.54M |
|
2789
Upbound Group
UPBD
$1.57B
| $20.2M | ﹤0.01% |
632,257
-24,984
| -4% | -$799K |
|
2790
iShares Exponential Technologies ETF
XT
$3.67B
| $20.2M | ﹤0.01% |
332,166
-1,113
| -0.3% | -$67.8K |
|
2791
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.79B
| $20.2M | ﹤0.01% |
340,960
-7,308
| -2% | -$433K |
|
2792
Rapid7
RPD
$1.31B
| $20.2M | ﹤0.01% |
506,170
+154,029
| +44% | +$6.14M |
|
2793
Iovance Biotherapeutics
IOVA
$843M
| $20.2M | ﹤0.01% |
2,148,574
-674,289
| -24% | -$6.33M |
|
2794
Fresh Del Monte Produce
FDP
$1.73B
| $20.2M | ﹤0.01% |
682,400
+158,526
| +30% | +$4.68M |
|
|
PDM
2795
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $20.1M | ﹤0.01% |
1,994,321
-247,253
| -11% | -$2.5M |
|
2796
American Century Diversified Corporate Bond ETF
KORP
$580M
| $20.1M | ﹤0.01% |
416,357
+64,826
| +18% | +$3.13M |
|
2797
PROS Holdings
PRO
$765M
| $20.1M | ﹤0.01% |
1,085,819
+336,995
| +45% | +$6.24M |
|
2798
Kemper
KMPR
$3.33B
| $20.1M | ﹤0.01% |
327,926
+97,129
| +42% | +$5.95M |
|
2799
iShares Global Consumer Staples ETF
KXI
$856M
| $20.1M | ﹤0.01% |
305,444
-18,079
| -6% | -$1.19M |
|
2800
Merchants Bancorp
MBIN
$1.5B
| $20.1M | ﹤0.01% |
446,612
+121,675
| +37% | +$5.47M |
|