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 | |
|---|---|---|---|---|---|---|
2826
Sociedad Química y Minera de Chile
SQM
$12.4B
| $18.4M | ﹤0.01% |
506,685
+96,189
| +23% | +$3.5M |
|
|
HEES
2827
DELISTED
H&E Equipment Services
HEES
| $18.4M | ﹤0.01% |
376,153
-323,513
| -46% | -$15.8M |
|
|
OPP
2828
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$205M
| $18.4M | ﹤0.01% |
2,204,702
+287,183
| +15% | +$2.4M |
|
2829
Kemper
KMPR
$3.3B
| $18.4M | ﹤0.01% |
276,693
-51,233
| -16% | -$3.4M |
|
2830
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
| $18.4M | ﹤0.01% |
87,368
-2,822
| -3% | -$593K |
|
2831
MaxCyte
MXCT
$158M
| $18.3M | ﹤0.01% |
4,408,253
-408,879
| -8% | -$1.7M |
|
2832
First Trust Nasdaq Oil & Gas ETF
FTXN
$119M
| $18.3M | ﹤0.01% |
637,481
-232,144
| -27% | -$6.67M |
|
2833
Papa John's
PZZA
$1.59B
| $18.3M | ﹤0.01% |
445,802
-100,461
| -18% | -$4.13M |
|
2834
Mirion Technologies
MIR
$5.52B
| $18.3M | ﹤0.01% |
1,048,820
+179,618
| +21% | +$3.13M |
|
2835
CNA Financial
CNA
$12.5B
| $18.3M | ﹤0.01% |
378,354
+38,531
| +11% | +$1.86M |
|
2836
Stewart Information Services
STC
$2.03B
| $18.3M | ﹤0.01% |
270,885
-45,041
| -14% | -$3.04M |
|
2837
Ingevity
NGVT
$2.05B
| $18.3M | ﹤0.01% |
448,512
+52,266
| +13% | +$2.13M |
|
2838
BlackRock Multi-Sector Income Trust
BIT
$594M
| $18.3M | ﹤0.01% |
1,251,017
+26,170
| +2% | +$382K |
|
2839
Invesco S&P MidCap 400 Pure Value ETF
RFV
$281M
| $18.2M | ﹤0.01% |
150,335
+7,131
| +5% | +$865K |
|
2840
Edgewell Personal Care
EPC
$988M
| $18.2M | ﹤0.01% |
541,831
-102,648
| -16% | -$3.45M |
|
2841
Global X Lithium & Battery Tech ETF
LIT
$1.2B
| $18.2M | ﹤0.01% |
446,121
-43,336
| -9% | -$1.77M |
|
2842
Cracker Barrel
CBRL
$1.1B
| $18.2M | ﹤0.01% |
343,921
+11,873
| +4% | +$628K |
|
2843
NovoCure
NVCR
$1.42B
| $18.1M | ﹤0.01% |
608,126
-61,995
| -9% | -$1.85M |
|
2844
iShares Cybersecurity and Tech ETF
IHAK
$938M
| $18.1M | ﹤0.01% |
371,204
+8,853
| +2% | +$432K |
|
2845
TRI-Continental Corp
TY
$1.77B
| $18.1M | ﹤0.01% |
571,102
+30,835
| +6% | +$977K |
|
2846
Weis Markets
WMK
$1.78B
| $18.1M | ﹤0.01% |
267,107
-1,123
| -0.4% | -$76.1K |
|
2847
Blue Bird Corp
BLBD
$1.84B
| $18.1M | ﹤0.01% |
468,161
+117,695
| +34% | +$4.55M |
|
2848
WisdomTree Japan SmallCap Dividend Fund
DFJ
$321M
| $18.1M | ﹤0.01% |
240,498
-25,958
| -10% | -$1.95M |
|
2849
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
| $18.1M | ﹤0.01% |
709,103
-96,616
| -12% | -$2.46M |
|
2850
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$485M
| $18M | ﹤0.01% |
216,980
+2,298
| +1% | +$191K |
|