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 | |
|---|---|---|---|---|---|---|
|
EDAP
3601
EDAP TMS
EDAP
$89.7M
| $7.44M | ﹤0.01% |
3,368,490
-1,280
| -0% | -$2.83K |
|
3602
V2X
VVX
$1.87B
| $7.44M | ﹤0.01% |
155,509
+87,258
| +128% | +$4.17M |
|
3603
VanEck Short Muni ETF
SMB
$287M
| $7.41M | ﹤0.01% |
433,671
+39,160
| +10% | +$669K |
|
3604
iShares MSCI Singapore ETF
EWS
$842M
| $7.41M | ﹤0.01% |
338,990
-75,689
| -18% | -$1.65M |
|
3605
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$427M
| $7.38M | ﹤0.01% |
372,626
+768
| +0.2% | +$15.2K |
|
3606
Couchbase
BASE
$1.35B
| $7.36M | ﹤0.01% |
472,245
-179,513
| -28% | -$2.8M |
|
3607
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$159M
| $7.36M | ﹤0.01% |
93,251
+14,308
| +18% | +$1.13M |
|
3608
1st Source
SRCE
$1.6B
| $7.36M | ﹤0.01% |
126,036
-34,722
| -22% | -$2.03M |
|
3609
Nuveen Multi-Asset Income Fund
NMAI
$433M
| $7.36M | ﹤0.01% |
611,017
-86,407
| -12% | -$1.04M |
|
3610
Metallus
MTUS
$696M
| $7.35M | ﹤0.01% |
520,334
-48,398
| -9% | -$684K |
|
3611
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$231M
| $7.34M | ﹤0.01% |
231,054
+231,052
| +11,552,600% | +$7.34M |
|
|
ETJ
3612
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$600M
| $7.34M | ﹤0.01% |
788,301
+7,087
| +0.9% | +$66K |
|
3613
BlackRock MuniHoldings Fund
MHD
$611M
| $7.34M | ﹤0.01% |
628,712
+80,433
| +15% | +$939K |
|
3614
Scholastic
SCHL
$691M
| $7.32M | ﹤0.01% |
343,329
+18,383
| +6% | +$392K |
|
3615
Amalgamated Financial
AMAL
$865M
| $7.3M | ﹤0.01% |
218,046
+10,208
| +5% | +$342K |
|
|
SLRN
3616
DELISTED
ACELYRIN
SLRN
| $7.3M | ﹤0.01% |
2,323,521
+537,068
| +30% | +$1.69M |
|
3617
SelectQuote
SLQT
$356M
| $7.29M | ﹤0.01% |
1,960,260
-855,507
| -30% | -$3.18M |
|
3618
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$98.2M
| $7.27M | ﹤0.01% |
344,037
+11,080
| +3% | +$234K |
|
3619
Mineralys Therapeutics
MLYS
$3.09B
| $7.26M | ﹤0.01% |
589,444
+73,631
| +14% | +$906K |
|
3620
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$286M
| $7.25M | ﹤0.01% |
154,752
+31,407
| +25% | +$1.47M |
|
3621
iShares Genomics Immunology and Healthcare ETF
IDNA
$116M
| $7.24M | ﹤0.01% |
320,017
+262,137
| +453% | +$5.93M |
|
3622
Canadian Solar
CSIQ
$788M
| $7.23M | ﹤0.01% |
650,028
+185,443
| +40% | +$2.06M |
|
3623
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.04B
| $7.22M | ﹤0.01% |
180,609
-93,897
| -34% | -$3.75M |
|
|
UHT
3624
Universal Health Realty Income Trust
UHT
$583M
| $7.22M | ﹤0.01% |
193,920
+11,848
| +7% | +$441K |
|
3625
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$609M
| $7.21M | ﹤0.01% |
651,682
-3,337
| -0.5% | -$36.9K |
|