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 | |
|---|---|---|---|---|---|---|
3701
Similarweb
SMWB
$822M
| $7.16M | ﹤0.01% |
913,261
+572,884
| +168% | +$4.49M |
|
3702
ESSA Pharma
EPIX
$9.99M
| $7.16M | ﹤0.01% |
4,209,670
-90,098
| -2% | -$153K |
|
3703
Krispy Kreme
DNUT
$586M
| $7.15M | ﹤0.01% |
2,457,933
+966,477
| +65% | +$2.81M |
|
3704
Invesco CurrencyShares Japanese Yen Trust
FXY
$560M
| $7.15M | ﹤0.01% |
111,860
+12,349
| +12% | +$790K |
|
3705
Nuveen Churchill Direct Lending
NCDL
$742M
| $7.13M | ﹤0.01% |
440,357
-66,395
| -13% | -$1.07M |
|
3706
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $7.13M | ﹤0.01% |
149,938
-1,884
| -1% | -$89.6K |
|
3707
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $7.13M | ﹤0.01% |
386,025
-3,066
| -0.8% | -$56.6K |
|
3708
Helios Technologies
HLIO
$1.8B
| $7.12M | ﹤0.01% |
213,353
+14,903
| +8% | +$497K |
|
|
BFS
3709
Saul Centers
BFS
$773M
| $7.09M | ﹤0.01% |
207,535
-13,710
| -6% | -$468K |
|
3710
InvenTrust Properties
IVT
$2.31B
| $7.07M | ﹤0.01% |
257,857
+3,952
| +2% | +$108K |
|
|
FVR
3711
FrontView REIT
FVR
$282M
| $7.06M | ﹤0.01% |
588,371
+322,723
| +121% | +$3.87M |
|
3712
Scholastic
SCHL
$608M
| $7.06M | ﹤0.01% |
336,347
-72,730
| -18% | -$1.53M |
|
3713
Weibo
WB
$3.07B
| $7.05M | ﹤0.01% |
739,532
+67,949
| +10% | +$648K |
|
3714
SPDR S&P 1500 Value Tilt ETF
VLU
$534M
| $7.03M | ﹤0.01% |
36,600
-3,677
| -9% | -$707K |
|
|
SLN
3715
Silence Therapeutics
SLN
$231M
| $7.03M | ﹤0.01% |
1,211,758
-788,347
| -39% | -$4.57M |
|
3716
Oil States International
OIS
$347M
| $7.02M | ﹤0.01% |
1,309,587
+350,279
| +37% | +$1.88M |
|
|
AFB
3717
AllianceBernstein National Municipal Income Fund
AFB
$313M
| $7.02M | ﹤0.01% |
680,691
-254,112
| -27% | -$2.62M |
|
3718
Vishay Precision Group
VPG
$437M
| $7.01M | ﹤0.01% |
249,578
+170,806
| +217% | +$4.8M |
|
3719
iShares MSCI Chile ETF
ECH
$721M
| $7M | ﹤0.01% |
222,722
-53,962
| -20% | -$1.7M |
|
3720
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$96.9M
| $6.99M | ﹤0.01% |
179,875
+4,345
| +2% | +$169K |
|
3721
Invesco Municipal Opportunity Trust
VMO
$642M
| $6.97M | ﹤0.01% |
758,894
+206,985
| +38% | +$1.9M |
|
3722
Dole
DOLE
$1.28B
| $6.96M | ﹤0.01% |
497,526
+12,836
| +3% | +$180K |
|
3723
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
| $6.96M | ﹤0.01% |
355,688
+193,942
| +120% | +$3.79M |
|
3724
GigaCloud Technology
GCT
$1.11B
| $6.96M | ﹤0.01% |
351,675
-162,332
| -32% | -$3.21M |
|
|
PONY
3725
Pony AI Inc
PONY
$7.36B
| $6.95M | ﹤0.01% |
526,775
-842,306
| -62% | -$11.1M |
|