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 | |
|---|---|---|---|---|---|---|
3176
NovoCure
NVCR
$1.45B
| $13M | ﹤0.01% |
731,629
+120,633
| +20% | +$2.15M |
|
3177
RxSight
RXST
$388M
| $13M | ﹤0.01% |
1,001,723
+595,337
| +146% | +$7.74M |
|
|
VRE
3178
Veris Residential
VRE
$1.46B
| $13M | ﹤0.01% |
873,499
+73,181
| +9% | +$1.09M |
|
3179
Autohome
ATHM
$3.48B
| $13M | ﹤0.01% |
503,313
-37,784
| -7% | -$974K |
|
3180
Atlas Energy Solutions
AESI
$1.37B
| $13M | ﹤0.01% |
970,261
+240,552
| +33% | +$3.22M |
|
3181
Dyne Therapeutics
DYN
$1.98B
| $13M | ﹤0.01% |
1,362,176
-29,411
| -2% | -$280K |
|
3182
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$360M
| $13M | ﹤0.01% |
494,605
+436,119
| +746% | +$11.4M |
|
3183
GCM Grosvenor
GCMG
$698M
| $13M | ﹤0.01% |
1,120,939
+459,004
| +69% | +$5.31M |
|
3184
Bombardier Recreational Products
DOOO
$4.64B
| $12.9M | ﹤0.01% |
265,705
+203,610
| +328% | +$9.87M |
|
|
ECC
3185
Eagle Point Credit Co
ECC
$884M
| $12.9M | ﹤0.01% |
1,678,509
+1,254,859
| +296% | +$9.61M |
|
3186
VanEck India Growth Leaders ETF
GLIN
$129M
| $12.8M | ﹤0.01% |
266,441
+63,318
| +31% | +$3.05M |
|
3187
Nuveen Real Estate Income Fund
JRS
$235M
| $12.8M | ﹤0.01% |
1,650,006
+42,608
| +3% | +$331K |
|
3188
LendingClub
LC
$2.02B
| $12.8M | ﹤0.01% |
1,066,167
-38,331
| -3% | -$461K |
|
3189
Fidelity Low Duration Bond Factor ETF
FLDR
$1.02B
| $12.8M | ﹤0.01% |
255,985
+75,260
| +42% | +$3.77M |
|
3190
Liberty Broadband Class A
LBRDA
$8.62B
| $12.8M | ﹤0.01% |
130,612
-4,758
| -4% | -$465K |
|
3191
Eastern Bankshares
EBC
$3.61B
| $12.8M | ﹤0.01% |
835,906
+277,406
| +50% | +$4.24M |
|
3192
US Treasury 10 Year Note ETF
UTEN
$226M
| $12.8M | ﹤0.01% |
290,689
+32,944
| +13% | +$1.45M |
|
3193
LivaNova
LIVN
$3.05B
| $12.7M | ﹤0.01% |
283,096
+59,983
| +27% | +$2.7M |
|
3194
Invesco S&P MidCap Value with Momentum ETF
XMVM
$300M
| $12.7M | ﹤0.01% |
229,021
-9,161
| -4% | -$510K |
|
3195
Equinox Gold
EQX
$8.13B
| $12.7M | ﹤0.01% |
2,214,867
+333,858
| +18% | +$1.92M |
|
3196
dLocal
DLO
$4.37B
| $12.7M | ﹤0.01% |
1,121,067
+28,886
| +3% | +$328K |
|
3197
Rayonier
RYN
$4.01B
| $12.7M | ﹤0.01% |
572,579
-313,781
| -35% | -$6.96M |
|
3198
Avidity Biosciences
RNA
$6.01B
| $12.7M | ﹤0.01% |
445,880
-79,816
| -15% | -$2.27M |
|
3199
uniQure
QURE
$809M
| $12.7M | ﹤0.01% |
908,283
+304,767
| +50% | +$4.25M |
|
3200
Astrana Health
ASTH
$1.37B
| $12.6M | ﹤0.01% |
508,362
+165,053
| +48% | +$4.11M |
|