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 | |
|---|---|---|---|---|---|---|
3476
Olympic Steel
ZEUS
$374M
| $8.7M | ﹤0.01% |
265,012
-63,898
| -19% | -$2.1M |
|
|
STK
3477
Columbia Seligman Premium Technology Growth Fund
STK
$603M
| $8.69M | ﹤0.01% |
272,042
+1,339
| +0.5% | +$42.8K |
|
3478
SPDR S&P International Small Cap ETF
GWX
$793M
| $8.69M | ﹤0.01% |
280,444
-4,918
| -2% | -$152K |
|
|
BFS
3479
Saul Centers
BFS
$789M
| $8.67M | ﹤0.01% |
223,408
+1,546
| +0.7% | +$60K |
|
3480
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$184M
| $8.67M | ﹤0.01% |
308,395
+1
| +0% | +$28 |
|
|
DQ
3481
Daqo New Energy
DQ
$1.74B
| $8.64M | ﹤0.01% |
444,687
+265,028
| +148% | +$5.15M |
|
3482
Standard Motor Products
SMP
$891M
| $8.64M | ﹤0.01% |
278,833
+5,451
| +2% | +$169K |
|
3483
Gorman-Rupp
GRC
$1.17B
| $8.63M | ﹤0.01% |
227,457
-73,801
| -24% | -$2.8M |
|
3484
NextDecade
NEXT
$1.69B
| $8.6M | ﹤0.01% |
1,115,131
-4,034,562
| -78% | -$31.1M |
|
|
INVX
3485
Innovex International, Inc.
INVX
$1.18B
| $8.59M | ﹤0.01% |
614,896
-12,249
| -2% | -$171K |
|
|
TSVT
3486
DELISTED
2seventy bio
TSVT
| $8.58M | ﹤0.01% |
2,917,884
+25,774
| +0.9% | +$75.8K |
|
3487
FLEX LNG
FLNG
$1.36B
| $8.57M | ﹤0.01% |
373,636
+57,622
| +18% | +$1.32M |
|
3488
Alignment Healthcare
ALHC
$3.26B
| $8.56M | ﹤0.01% |
760,479
+174,135
| +30% | +$1.96M |
|
3489
Nu Skin
NUS
$610M
| $8.51M | ﹤0.01% |
1,234,590
+352,473
| +40% | +$2.43M |
|
|
NEE.PRR
3490
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $8.5M | ﹤0.01% |
207,666
-120,001
| -37% | -$4.91M |
|
3491
WM Technology
MAPS
$139M
| $8.5M | ﹤0.01% |
6,157,582
+98,782
| +2% | +$136K |
|
|
IDE
3492
Voya Infrastructure, Industrials and Materials Fund
IDE
$188M
| $8.48M | ﹤0.01% |
835,269
-19,389
| -2% | -$197K |
|
3493
JPMorgan International Bond Opportunities ETF
JPIB
$1.17B
| $8.47M | ﹤0.01% |
179,276
+25,127
| +16% | +$1.19M |
|
3494
Northeast Bank
NBN
$968M
| $8.46M | ﹤0.01% |
92,220
+25,781
| +39% | +$2.36M |
|
|
DBL
3495
DoubleLine Opportunistic Credit Fund
DBL
$292M
| $8.43M | ﹤0.01% |
543,788
-289,769
| -35% | -$4.49M |
|
3496
Denison Mines
DNN
$2.3B
| $8.42M | ﹤0.01% |
4,675,345
+137,893
| +3% | +$248K |
|
3497
iShares MSCI Poland ETF
EPOL
$447M
| $8.39M | ﹤0.01% |
401,803
+278,757
| +227% | +$5.82M |
|
3498
Transportadora de Gas del Sur
TGS
$3.03B
| $8.38M | ﹤0.01% |
286,225
+111,244
| +64% | +$3.26M |
|
3499
Schwab International Small-Cap Equity ETF
SCHC
$4.92B
| $8.38M | ﹤0.01% |
244,009
-16,090
| -6% | -$552K |
|
3500
Invesco India ETF
PIN
$214M
| $8.36M | ﹤0.01% |
324,556
+8,556
| +3% | +$220K |
|