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 | |
|---|---|---|---|---|---|---|
2776
Openlane
KAR
$3.03B
| $19.3M | ﹤0.01% |
974,720
-141,934
| -13% | -$2.82M |
|
2777
Recursion Pharmaceuticals
RXRX
$2.06B
| $19.3M | ﹤0.01% |
2,860,527
+983,326
| +52% | +$6.65M |
|
2778
Boston Beer
SAM
$2.45B
| $19.3M | ﹤0.01% |
64,379
+7,777
| +14% | +$2.33M |
|
2779
La-Z-Boy
LZB
$1.39B
| $19.3M | ﹤0.01% |
443,065
-82,524
| -16% | -$3.6M |
|
|
RIV
2780
RiverNorth Opportunities Fund
RIV
$262M
| $19.3M | ﹤0.01% |
1,678,236
-32,879
| -2% | -$378K |
|
2781
VanEck Short High Yield Muni ETF
SHYD
$357M
| $19.3M | ﹤0.01% |
857,534
-44,192
| -5% | -$993K |
|
2782
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$682M
| $19.3M | ﹤0.01% |
383,762
-1,363
| -0.4% | -$68.4K |
|
2783
Fidelity MSCI Financials Index ETF
FNCL
$2.39B
| $19.2M | ﹤0.01% |
279,584
+16,155
| +6% | +$1.11M |
|
2784
First Trust Nasdaq Bank ETF
FTXO
$248M
| $19.2M | ﹤0.01% |
603,281
+443,247
| +277% | +$14.1M |
|
2785
Nuveen Real Asset Income & Growth Fund
JRI
$380M
| $19.2M | ﹤0.01% |
1,581,114
-261,855
| -14% | -$3.18M |
|
2786
Arvinas
ARVN
$559M
| $19.2M | ﹤0.01% |
1,000,181
+477,588
| +91% | +$9.16M |
|
2787
First Interstate BancSystem
FIBK
$3.4B
| $19.1M | ﹤0.01% |
589,698
-119,403
| -17% | -$3.88M |
|
2788
Cohen & Steers Closed End Opportunity Fund
FOF
$355M
| $19.1M | ﹤0.01% |
1,507,448
+4,728
| +0.3% | +$60K |
|
2789
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $19.1M | ﹤0.01% |
242,024
+67,137
| +38% | +$5.31M |
|
2790
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.67B
| $19.1M | ﹤0.01% |
933,073
+29,484
| +3% | +$604K |
|
2791
Magnite
MGNI
$3.4B
| $19.1M | ﹤0.01% |
1,199,894
+339,263
| +39% | +$5.4M |
|
2792
John Hancock Multifactor Developed International ETF
JHMD
$776M
| $19.1M | ﹤0.01% |
594,021
+10,266
| +2% | +$329K |
|
2793
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$849M
| $19M | ﹤0.01% |
758,429
+128,764
| +20% | +$3.23M |
|
2794
Fidelity MSCI Industrials Index ETF
FIDU
$1.5B
| $19M | ﹤0.01% |
270,493
+43,647
| +19% | +$3.07M |
|
2795
AudioCodes
AUDC
$289M
| $19M | ﹤0.01% |
1,952,410
-308,479
| -14% | -$3M |
|
2796
NuScale Power
SMR
$4.84B
| $19M | ﹤0.01% |
1,057,321
+506,521
| +92% | +$9.08M |
|
2797
iShares Global Consumer Staples ETF
KXI
$861M
| $18.9M | ﹤0.01% |
313,894
+8,450
| +3% | +$509K |
|
2798
Applied Digital
APLD
$5.2B
| $18.9M | ﹤0.01% |
2,476,231
+1,873,475
| +311% | +$14.3M |
|
2799
International Seaways
INSW
$2.42B
| $18.9M | ﹤0.01% |
526,060
+217,277
| +70% | +$7.81M |
|
2800
Innoviva
INVA
$1.22B
| $18.9M | ﹤0.01% |
1,088,545
+86,180
| +9% | +$1.5M |
|