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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3701
Televisa
TV
$1.45B
| $5.09M | ﹤0.01% |
1,117,153
+407,694
| +57% | +$1.86M |
|
3702
DMC Global
BOOM
$154M
| $5.08M | ﹤0.01% |
261,423
+141,671
| +118% | +$2.75M |
|
3703
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$586M
| $5.08M | ﹤0.01% |
150,708
+91,373
| +154% | +$3.08M |
|
3704
Compass Diversified
CODI
$542M
| $5.07M | ﹤0.01% |
278,360
-7,472
| -3% | -$136K |
|
3705
Invesco DB Base Metals Fund
DBB
$125M
| $5.07M | ﹤0.01% |
260,799
-12,245
| -4% | -$238K |
|
3706
abrdn Physical Silver Shares ETF
SIVR
$2.69B
| $5.07M | ﹤0.01% |
220,423
-31,926
| -13% | -$734K |
|
|
RERE
3707
ATRenew
RERE
$933M
| $5.06M | ﹤0.01% |
1,751,582
+1,582
| +0.1% | +$4.57K |
|
3708
ACV Auctions
ACVA
$1.79B
| $5.06M | ﹤0.01% |
615,885
-118,202
| -16% | -$970K |
|
3709
Interface
TILE
$1.73B
| $5.06M | ﹤0.01% |
512,297
-19,451
| -4% | -$192K |
|
3710
ESSA Pharma
EPIX
$9.99M
| $5.06M | ﹤0.01% |
2,006,477
-99,542
| -5% | -$251K |
|
3711
Insteel Industries
IIIN
$747M
| $5.04M | ﹤0.01% |
183,194
-43,942
| -19% | -$1.21M |
|
|
ILPT
3712
Industrial Logistics Properties Trust
ILPT
$412M
| $5.03M | ﹤0.01% |
1,539,729
-80,762
| -5% | -$264K |
|
3713
Goldman Sachs Hedge Industry VIP ETF
GVIP
$398M
| $5.03M | ﹤0.01% |
72,529
-31,770
| -30% | -$2.21M |
|
|
UMH
3714
UMH Properties
UMH
$1.25B
| $5.03M | ﹤0.01% |
312,163
-84,317
| -21% | -$1.36M |
|
3715
Nuveen Variable Rate Preferred & Income Fund
NPFD
$480M
| $5.01M | ﹤0.01% |
285,134
+208,303
| +271% | +$3.66M |
|
3716
LendingClub
LC
$2.02B
| $5.01M | ﹤0.01% |
568,963
-180,348
| -24% | -$1.59M |
|
3717
Malibu Boats
MBUU
$617M
| $5.01M | ﹤0.01% |
93,925
-36,197
| -28% | -$1.93M |
|
3718
DoubleVerify
DV
$2.08B
| $5.01M | ﹤0.01% |
227,930
+88,124
| +63% | +$1.94M |
|
3719
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
| $5M | ﹤0.01% |
251,188
+251,187
| +25,118,700% | +$5M |
|
3720
LendingTree
TREE
$1.02B
| $4.99M | ﹤0.01% |
234,117
+13,844
| +6% | +$295K |
|
3721
Atlantic Union Bankshares
AUB
$5.21B
| $4.99M | ﹤0.01% |
142,106
-78,905
| -36% | -$2.77M |
|
3722
Invesco Oil & Gas Services ETF
PXJ
$27.2M
| $4.98M | ﹤0.01% |
194,606
+170,924
| +722% | +$4.38M |
|
|
CGC
3723
Canopy Growth
CGC
$427M
| $4.97M | ﹤0.01% |
215,152
-164,150
| -43% | -$3.79M |
|
|
EBIX
3724
DELISTED
Ebix Inc
EBIX
| $4.97M | ﹤0.01% |
248,823
-13,216
| -5% | -$264K |
|
3725
Universal Technical Institute
UTI
$1.54B
| $4.96M | ﹤0.01% |
738,240
-21,820
| -3% | -$147K |
|