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 | |
|---|---|---|---|---|---|---|
3751
AMC Networks
AMCX
$370M
| $6.28M | ﹤0.01% |
634,730
+78,068
| +14% | +$773K |
|
3752
UWM Holdings
UWMC
$1.4B
| $6.26M | ﹤0.01% |
1,066,264
-50,792
| -5% | -$298K |
|
3753
iShares MSCI Europe Small-Cap ETF
IEUS
$158M
| $6.25M | ﹤0.01% |
116,441
-2,856
| -2% | -$153K |
|
3754
Gaotu Techedu
GOTU
$853M
| $6.25M | ﹤0.01% |
2,852,135
-936,514
| -25% | -$2.05M |
|
3755
CION Investment
CION
$528M
| $6.23M | ﹤0.01% |
546,560
-697,895
| -56% | -$7.96M |
|
3756
ACM Research
ACMR
$2.3B
| $6.23M | ﹤0.01% |
412,453
-1,378,994
| -77% | -$20.8M |
|
3757
Paysafe
PSFE
$822M
| $6.22M | ﹤0.01% |
363,568
+84,676
| +30% | +$1.45M |
|
3758
NB Bancorp
NBBK
$740M
| $6.22M | ﹤0.01% |
344,233
-279,357
| -45% | -$5.05M |
|
3759
Western Asset Bond ETF
WABF
$16.6M
| $6.22M | ﹤0.01% |
250,000
| – | – |
|
|
DCBO
3760
Docebo
DCBO
$864M
| $6.21M | ﹤0.01% |
138,633
+2,223
| +2% | +$99.5K |
|
3761
Telefônica Brasil
VIV
$20.2B
| $6.21M | ﹤0.01% |
822,009
+82,372
| +11% | +$622K |
|
3762
indie Semiconductor
INDI
$737M
| $6.2M | ﹤0.01% |
1,531,693
-1,114,876
| -42% | -$4.52M |
|
3763
TORM
TRMD
$2.21B
| $6.2M | ﹤0.01% |
318,743
-96,008
| -23% | -$1.87M |
|
3764
Arhaus
ARHS
$1.56B
| $6.2M | ﹤0.01% |
659,436
+119,381
| +22% | +$1.12M |
|
3765
Invesco CurrencyShares Swiss Franc Trust
FXF
$379M
| $6.19M | ﹤0.01% |
63,289
+96
| +0.2% | +$9.4K |
|
3766
Amplify Cybersecurity ETF
HACK
$2.36B
| $6.18M | ﹤0.01% |
83,011
-14,100
| -15% | -$1.05M |
|
3767
Center Bancorp
CNOB
$1.3B
| $6.18M | ﹤0.01% |
269,866
-10,666
| -4% | -$244K |
|
3768
iShares Core 10+ Year USD Bond ETF
ILTB
$587M
| $6.18M | ﹤0.01% |
126,986
-8,494
| -6% | -$413K |
|
|
DHF
3769
BNY Mellon High Yield Strategies Fund
DHF
$189M
| $6.17M | ﹤0.01% |
2,417,939
-88,121
| -4% | -$225K |
|
3770
PubMatic
PUBM
$393M
| $6.15M | ﹤0.01% |
418,737
+59,526
| +17% | +$874K |
|
3771
First Trust Switzerland AlphaDEX Fund
FSZ
$81M
| $6.15M | ﹤0.01% |
97,995
-33,190
| -25% | -$2.08M |
|
3772
Washington Trust Bancorp
WASH
$576M
| $6.15M | ﹤0.01% |
196,089
+16,941
| +9% | +$531K |
|
3773
Dimensional US Core Equity Market ETF
DFAU
$9.36B
| $6.14M | ﹤0.01% |
151,733
+123,303
| +434% | +$4.99M |
|
3774
SPDR S&P Health Care Equipment ETF
XHE
$152M
| $6.13M | ﹤0.01% |
69,201
-1,753
| -2% | -$155K |
|
3775
First Community Bankshares
FCBC
$676M
| $6.12M | ﹤0.01% |
146,995
-6,362
| -4% | -$265K |
|