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 | |
|---|---|---|---|---|---|---|
|
WRD
2976
WeRide Inc. American Depositary Shares
WRD
$2.98B
| $16.6M | ﹤0.01% |
2,109,062
+2,054,690
| +3,779% | +$16.2M |
|
2977
Leonardo DRS
DRS
$11.3B
| $16.6M | ﹤0.01% |
356,505
-138,755
| -28% | -$6.45M |
|
|
ARI
2978
Apollo Commercial Real Estate
ARI
$1.48B
| $16.6M | ﹤0.01% |
1,709,772
-125,577
| -7% | -$1.22M |
|
2979
Protolabs
PRLB
$1.21B
| $16.5M | ﹤0.01% |
413,097
+1,015
| +0.2% | +$40.6K |
|
2980
Global X Cloud Computing ETF
CLOU
$318M
| $16.5M | ﹤0.01% |
708,396
+387,073
| +120% | +$9.03M |
|
2981
Dynavax Technologies
DVAX
$1.14B
| $16.5M | ﹤0.01% |
1,664,340
-820,852
| -33% | -$8.14M |
|
2982
Green Dot
GDOT
$845M
| $16.5M | ﹤0.01% |
1,528,379
+513,301
| +51% | +$5.53M |
|
2983
Petco
WOOF
$984M
| $16.5M | ﹤0.01% |
5,817,245
-969,035
| -14% | -$2.74M |
|
2984
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$565M
| $16.4M | ﹤0.01% |
648,327
+161,866
| +33% | +$4.1M |
|
|
KC
2985
Kingsoft Cloud Holdings
KC
$4.51B
| $16.4M | ﹤0.01% |
1,311,106
-1,488,584
| -53% | -$18.6M |
|
|
ELME
2986
Elme Communities
ELME
$1.49B
| $16.4M | ﹤0.01% |
1,032,228
-22,178
| -2% | -$353K |
|
2987
iShares S&P India Nifty 50 Index Fund
INDY
$659M
| $16.4M | ﹤0.01% |
301,559
-21,953
| -7% | -$1.19M |
|
2988
Cable One
CABO
$955M
| $16.4M | ﹤0.01% |
120,737
+56,885
| +89% | +$7.73M |
|
|
BWG
2989
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$149M
| $16.4M | ﹤0.01% |
1,969,087
-107,569
| -5% | -$894K |
|
2990
Colliers International
CIGI
$8.45B
| $16.3M | ﹤0.01% |
125,233
-8,958
| -7% | -$1.17M |
|
2991
Hillenbrand
HI
$1.78B
| $16.3M | ﹤0.01% |
812,367
-17,522
| -2% | -$352K |
|
2992
Telkom Indonesia
TLK
$19.4B
| $16.3M | ﹤0.01% |
962,104
-296,302
| -24% | -$5.02M |
|
2993
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$188M
| $16.3M | ﹤0.01% |
727,574
-12,725
| -2% | -$285K |
|
2994
Grocery Outlet
GO
$1.66B
| $16.3M | ﹤0.01% |
1,311,411
+377,209
| +40% | +$4.68M |
|
2995
Green Brick Partners
GRBK
$3.16B
| $16.3M | ﹤0.01% |
258,941
-52,600
| -17% | -$3.31M |
|
2996
WesBanco
WSBC
$3.1B
| $16.3M | ﹤0.01% |
514,013
+51,033
| +11% | +$1.61M |
|
2997
Dimensional US Core Equity 2 ETF
DFAC
$38.1B
| $16.3M | ﹤0.01% |
453,591
-9,153
| -2% | -$328K |
|
2998
Danaos Corp
DAC
$1.73B
| $16.3M | ﹤0.01% |
188,482
+26,064
| +16% | +$2.25M |
|
2999
Jack in the Box
JACK
$356M
| $16.2M | ﹤0.01% |
929,259
+534,082
| +135% | +$9.33M |
|
3000
DHT Holdings
DHT
$2.06B
| $16.2M | ﹤0.01% |
1,498,402
+347,172
| +30% | +$3.75M |
|