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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Porch Group
PRCH
$1.93B
| $18.7M | ﹤0.01% |
1,582,901
+1,000,478
| +172% | +$11.8M |
|
2877
Genius Sports
GENI
$2.97B
| $18.6M | ﹤0.01% |
1,789,793
+478,086
| +36% | +$4.97M |
|
2878
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.22B
| $18.6M | ﹤0.01% |
800,296
-172,252
| -18% | -$4M |
|
2879
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $18.6M | ﹤0.01% |
420,759
-6,919
| -2% | -$305K |
|
2880
Invesco DB Agriculture Fund
DBA
$802M
| $18.6M | ﹤0.01% |
709,984
-360,169
| -34% | -$9.42M |
|
2881
DNOW Inc
DNOW
$1.63B
| $18.6M | ﹤0.01% |
1,251,369
-215,177
| -15% | -$3.19M |
|
2882
Sable Offshore Corp
SOC
$2.39B
| $18.5M | ﹤0.01% |
843,555
+73,160
| +9% | +$1.61M |
|
|
AMED
2883
DELISTED
Amedisys
AMED
| $18.5M | ﹤0.01% |
188,387
-5,545
| -3% | -$546K |
|
2884
American Century Diversified Municipal Bond ETF
TAXF
$515M
| $18.5M | ﹤0.01% |
378,537
-34,462
| -8% | -$1.69M |
|
2885
Kodiak Gas Services
KGS
$2.95B
| $18.5M | ﹤0.01% |
539,803
+57,090
| +12% | +$1.96M |
|
2886
Legend Biotech
LEGN
$6.46B
| $18.4M | ﹤0.01% |
518,289
-613,827
| -54% | -$21.8M |
|
2887
First Majestic Silver
AG
$4.84B
| $18.4M | ﹤0.01% |
2,223,623
+347,689
| +19% | +$2.88M |
|
2888
REV Group
REVG
$2.89B
| $18.4M | ﹤0.01% |
385,914
-172,999
| -31% | -$8.23M |
|
2889
Denali Therapeutics
DNLI
$1.94B
| $18.4M | ﹤0.01% |
1,312,016
+58,413
| +5% | +$817K |
|
2890
Invesco KBW Property & Casualty Insurance ETF
KBWP
$477M
| $18.3M | ﹤0.01% |
149,012
+116,486
| +358% | +$14.3M |
|
2891
LegalZoom.com
LZ
$1.99B
| $18.3M | ﹤0.01% |
2,053,447
+747,723
| +57% | +$6.66M |
|
2892
Planet Labs
PL
$3.22B
| $18.3M | ﹤0.01% |
2,996,597
+137,674
| +5% | +$840K |
|
2893
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$596M
| $18.2M | ﹤0.01% |
377,211
+71,867
| +24% | +$3.47M |
|
2894
Fidelity MSCI Utilities Index ETF
FUTY
$1.97B
| $18.2M | ﹤0.01% |
346,248
+46,552
| +16% | +$2.45M |
|
2895
Hawaiian Electric Industries
HE
$2.11B
| $18.2M | ﹤0.01% |
1,712,477
-85,438
| -5% | -$908K |
|
2896
NeoGenomics
NEO
$1.11B
| $18.2M | ﹤0.01% |
2,488,487
+942,228
| +61% | +$6.89M |
|
2897
Monarch Casino & Resort
MCRI
$1.88B
| $18.2M | ﹤0.01% |
210,346
-16,115
| -7% | -$1.39M |
|
|
GTY
2898
Getty Realty Corp
GTY
$1.58B
| $18.2M | ﹤0.01% |
657,231
-14,104
| -2% | -$390K |
|
2899
Collegium Pharmaceutical
COLL
$1.13B
| $18.2M | ﹤0.01% |
613,826
-22,684
| -4% | -$671K |
|
2900
FlexShares Quality Dividend Index Fund
QDF
$1.97B
| $18.1M | ﹤0.01% |
247,950
+7,918
| +3% | +$579K |
|