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 | |
|---|---|---|---|---|---|---|
3851
Ventyx Biosciences
VTYX
$164M
| $5.5M | ﹤0.01% |
2,510,876
+2,178,199
| +655% | +$4.77M |
|
3852
Nuveen New York Quality Municipal Income Fund
NAN
$355M
| $5.5M | ﹤0.01% |
482,205
+52,106
| +12% | +$594K |
|
3853
Invesco Dorsey Wright Energy Momentum ETF
PXI
$43.3M
| $5.48M | ﹤0.01% |
123,551
-48,972
| -28% | -$2.17M |
|
3854
Global X Cloud Computing ETF
CLOU
$317M
| $5.47M | ﹤0.01% |
228,454
+27,475
| +14% | +$658K |
|
3855
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.24B
| $5.45M | ﹤0.01% |
208,095
+41,116
| +25% | +$1.08M |
|
3856
iShares MSCI Ireland ETF
EIRL
$59.8M
| $5.4M | ﹤0.01% |
91,972
-17,469
| -16% | -$1.03M |
|
3857
Liberty Latin America Class C
LILAK
$1.62B
| $5.4M | ﹤0.01% |
851,702
-49,765
| -6% | -$316K |
|
3858
Nuveen Core Equity Alpha Fund
JCE
$266M
| $5.38M | ﹤0.01% |
338,213
+26,746
| +9% | +$425K |
|
3859
Hafnia
HAFN
$3.01B
| $5.37M | ﹤0.01% |
964,282
+796,698
| +475% | +$4.44M |
|
|
ENFN
3860
DELISTED
Enfusion, Inc.
ENFN
| $5.37M | ﹤0.01% |
520,999
+89,681
| +21% | +$924K |
|
3861
SPDR S&P Emerging Asia Pacific ETF
GMF
$395M
| $5.36M | ﹤0.01% |
46,424
+11,713
| +34% | +$1.35M |
|
|
SHYF
3862
DELISTED
The Shyft Group
SHYF
| $5.36M | ﹤0.01% |
456,906
-798,002
| -64% | -$9.37M |
|
3863
Relay Therapeutics
RLAY
$803M
| $5.36M | ﹤0.01% |
1,300,770
+338,659
| +35% | +$1.4M |
|
3864
TriCo Bancshares
TCBK
$1.47B
| $5.35M | ﹤0.01% |
122,502
-52,422
| -30% | -$2.29M |
|
3865
Rumble
RUM
$2.61B
| $5.35M | ﹤0.01% |
411,148
-211,244
| -34% | -$2.75M |
|
|
PPT
3866
Putnam Premier Income Trust
PPT
$356M
| $5.35M | ﹤0.01% |
1,502,522
+96,308
| +7% | +$343K |
|
|
EDR
3867
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $5.34M | ﹤0.01% |
170,761
-7,302,523
| -98% | -$228M |
|
3868
Schwab US REIT ETF
SCHH
$8.31B
| $5.34M | ﹤0.01% |
253,581
-119,275
| -32% | -$2.51M |
|
3869
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $5.33M | ﹤0.01% |
84,114
+13,507
| +19% | +$855K |
|
3870
Genesco
GCO
$358M
| $5.32M | ﹤0.01% |
124,558
+4,620
| +4% | +$198K |
|
3871
NETLease Corporate Real Estate ETF
NETL
$41.4M
| $5.32M | ﹤0.01% |
226,212
-13,555
| -6% | -$319K |
|
3872
VanEck Emerging Markets High Yield Bond ETF
HYEM
$429M
| $5.31M | ﹤0.01% |
272,973
+14,092
| +5% | +$274K |
|
3873
Titan International
TWI
$521M
| $5.31M | ﹤0.01% |
781,399
-174,445
| -18% | -$1.18M |
|
3874
NN Inc
NNBR
$113M
| $5.31M | ﹤0.01% |
1,622,398
-15,618
| -1% | -$51.1K |
|
3875
Coastal Financial
CCB
$1.72B
| $5.29M | ﹤0.01% |
62,359
+9,984
| +19% | +$848K |
|