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 | |
|---|---|---|---|---|---|---|
3851
Ooma
OOMA
$360M
| $5.91M | ﹤0.01% |
458,217
+43,774
| +11% | +$565K |
|
|
DEC
3852
Diversified Energy
DEC
$1.08B
| $5.9M | ﹤0.01% |
402,435
-117,419
| -23% | -$1.72M |
|
3853
Intuitive Machines
LUNR
$1.14B
| $5.89M | ﹤0.01% |
542,231
-180,094
| -25% | -$1.96M |
|
3854
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$978M
| $5.89M | ﹤0.01% |
214,526
-7,369
| -3% | -$202K |
|
3855
SPDR Blackstone High Income ETF
HYBL
$511M
| $5.89M | ﹤0.01% |
206,010
+197,037
| +2,196% | +$5.63M |
|
|
TUYA
3856
Tuya Inc
TUYA
$1.58B
| $5.89M | ﹤0.01% |
2,549,668
-1,272,406
| -33% | -$2.94M |
|
|
RWT
3857
Redwood Trust
RWT
$778M
| $5.89M | ﹤0.01% |
996,128
-234,903
| -19% | -$1.39M |
|
3858
NerdWallet
NRDS
$842M
| $5.88M | ﹤0.01% |
536,288
-84,958
| -14% | -$932K |
|
3859
Dream Finders Homes
DFH
$2.56B
| $5.87M | ﹤0.01% |
233,511
-205,158
| -47% | -$5.16M |
|
3860
Disc Medicine
IRON
$2.11B
| $5.86M | ﹤0.01% |
110,679
-59,531
| -35% | -$3.15M |
|
3861
Matthews International
MATW
$771M
| $5.86M | ﹤0.01% |
245,140
-104,277
| -30% | -$2.49M |
|
3862
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$96.3M
| $5.85M | ﹤0.01% |
129,040
-68,577
| -35% | -$3.11M |
|
3863
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.24B
| $5.85M | ﹤0.01% |
196,992
-4,652
| -2% | -$138K |
|
3864
TFS Financial
TFSL
$3.71B
| $5.84M | ﹤0.01% |
450,902
+142,106
| +46% | +$1.84M |
|
|
ARDT
3865
Ardent Health
ARDT
$1.83B
| $5.83M | ﹤0.01% |
426,878
+74,608
| +21% | +$1.02M |
|
|
SAIL
3866
SailPoint Inc
SAIL
$12.7B
| $5.83M | ﹤0.01% |
254,851
+186,310
| +272% | +$4.26M |
|
3867
iShares MSCI Sweden ETF
EWD
$320M
| $5.81M | ﹤0.01% |
127,127
-6,203
| -5% | -$284K |
|
3868
Canadian Solar
CSIQ
$784M
| $5.81M | ﹤0.01% |
526,456
-281,619
| -35% | -$3.11M |
|
3869
Seneca Foods Class A
SENEA
$707M
| $5.81M | ﹤0.01% |
57,243
+12,595
| +28% | +$1.28M |
|
3870
Tourmaline Bio
TRML
$1.23B
| $5.8M | ﹤0.01% |
362,736
+76,991
| +27% | +$1.23M |
|
3871
VanEck Natural Resources ETF
HAP
$171M
| $5.79M | ﹤0.01% |
111,489
+15,767
| +16% | +$819K |
|
3872
Prothena Corp
PRTA
$434M
| $5.79M | ﹤0.01% |
953,256
+233,268
| +32% | +$1.42M |
|
3873
Anavex Life Sciences
AVXL
$727M
| $5.78M | ﹤0.01% |
627,207
-237,521
| -27% | -$2.19M |
|
|
BA.PRA
3874
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.04B
| $5.78M | ﹤0.01% |
85,006
+43,958
| +107% | +$2.99M |
|
3875
SPDR S&P Global Dividend ETF
WDIV
$225M
| $5.78M | ﹤0.01% |
81,895
+4,628
| +6% | +$326K |
|