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
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 | |
|---|---|---|---|---|---|---|
3676
Harrow
HROW
$1.66B
| $6.78M | ﹤0.01% |
202,220
-163,702
| -45% | -$5.49M |
|
3677
Heritage Commerce
HTBK
$634M
| $6.77M | ﹤0.01% |
721,682
+153,789
| +27% | +$1.44M |
|
3678
scPharmaceuticals
SCPH
$302M
| $6.76M | ﹤0.01% |
1,910,088
+1,577,434
| +474% | +$5.58M |
|
3679
Helios Technologies
HLIO
$1.82B
| $6.75M | ﹤0.01% |
151,282
-20,054
| -12% | -$895K |
|
3680
Bioventus
BVS
$479M
| $6.75M | ﹤0.01% |
642,602
-365,074
| -36% | -$3.83M |
|
3681
Global X FinTech ETF
FINX
$321M
| $6.75M | ﹤0.01% |
216,069
+15,962
| +8% | +$498K |
|
3682
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
| $6.73M | ﹤0.01% |
197,110
-3,490
| -2% | -$119K |
|
3683
Utz Brands
UTZ
$1.1B
| $6.73M | ﹤0.01% |
429,501
-98,296
| -19% | -$1.54M |
|
3684
Phreesia
PHR
$1.42B
| $6.72M | ﹤0.01% |
266,901
-81,120
| -23% | -$2.04M |
|
3685
Intercorp Financial Services
IFS
$4.4B
| $6.7M | ﹤0.01% |
228,278
+111,670
| +96% | +$3.28M |
|
|
GRP.U
3686
Granite Real Estate Investment Trust
GRP.U
$3.37B
| $6.69M | ﹤0.01% |
137,786
+52,026
| +61% | +$2.53M |
|
3687
iShares JPMorgan EM High Yield Bond ETF
EMHY
$509M
| $6.68M | ﹤0.01% |
176,010
+3,150
| +2% | +$120K |
|
3688
German American Bancorp
GABC
$1.54B
| $6.68M | ﹤0.01% |
166,001
+23,343
| +16% | +$939K |
|
3689
Mativ Holdings
MATV
$675M
| $6.67M | ﹤0.01% |
612,289
-69,672
| -10% | -$759K |
|
3690
Virtus Terranova US Quality Momentum ETF
JOET
$228M
| $6.67M | ﹤0.01% |
176,637
+42,168
| +31% | +$1.59M |
|
|
SCD
3691
LMP Capital and Income Fund
SCD
$278M
| $6.67M | ﹤0.01% |
387,694
+5,076
| +1% | +$87.3K |
|
3692
Adecoagro
AGRO
$802M
| $6.67M | ﹤0.01% |
706,978
+253,159
| +56% | +$2.39M |
|
3693
Invesco Value Municipal Income Trust
IIM
$586M
| $6.66M | ﹤0.01% |
560,509
-11,360
| -2% | -$135K |
|
3694
Sprott Gold Miners ETF
SGDM
$556M
| $6.66M | ﹤0.01% |
240,004
+1,661
| +0.7% | +$46.1K |
|
3695
SPDR Bloomberg International Corporate Bond ETF
IBND
$455M
| $6.66M | ﹤0.01% |
234,867
+44,910
| +24% | +$1.27M |
|
|
EDD
3696
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$365M
| $6.66M | ﹤0.01% |
1,466,573
+254,569
| +21% | +$1.16M |
|
3697
Altimmune
ALT
$342M
| $6.65M | ﹤0.01% |
921,822
-373,763
| -29% | -$2.69M |
|
3698
Vesta Real Estate
VTMX
$2.26B
| $6.65M | ﹤0.01% |
259,588
-92,013
| -26% | -$2.36M |
|
|
NNE
3699
Nano Nuclear Energy
NNE
$1.82B
| $6.64M | ﹤0.01% |
266,692
+240,858
| +932% | +$6M |
|
3700
Bank of Marin Bancorp
BMRC
$405M
| $6.63M | ﹤0.01% |
279,069
+6,175
| +2% | +$147K |
|