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 | |
|---|---|---|---|---|---|---|
4076
Amplify Junior Silver Miners ETF
SILJ
$2.34B
| $4.16M | ﹤0.01% |
418,860
+169,746
| +68% | +$1.69M |
|
4077
Berry Corp
BRY
$303M
| $4.16M | ﹤0.01% |
1,006,614
+325,059
| +48% | +$1.34M |
|
|
PFL
4078
PIMCO Income Strategy Fund
PFL
$385M
| $4.15M | ﹤0.01% |
495,535
+77,416
| +19% | +$649K |
|
4079
Tourmaline Bio
TRML
$1.23B
| $4.14M | ﹤0.01% |
204,282
-33,467
| -14% | -$679K |
|
4080
Hudson Technologies
HDSN
$431M
| $4.14M | ﹤0.01% |
742,363
+274,140
| +59% | +$1.53M |
|
4081
Global X Internet of Things ETF
SNSR
$228M
| $4.14M | ﹤0.01% |
118,660
-7,688
| -6% | -$268K |
|
4082
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
| $4.13M | ﹤0.01% |
97,356
-778
| -0.8% | -$33K |
|
4083
Schwab International Dividend Equity ETF
SCHY
$1.31B
| $4.13M | ﹤0.01% |
178,714
+60,174
| +51% | +$1.39M |
|
4084
WisdomTree US Multifactor Fund
USMF
$425M
| $4.1M | ﹤0.01% |
82,530
-1,463
| -2% | -$72.7K |
|
4085
Equinox Gold
EQX
$8.44B
| $4.1M | ﹤0.01% |
816,270
-227,260
| -22% | -$1.14M |
|
4086
WisdomTree Global High Dividend Fund
DEW
$123M
| $4.09M | ﹤0.01% |
78,162
-6,464
| -8% | -$338K |
|
4087
Ryerson Holding
RYI
$723M
| $4.09M | ﹤0.01% |
220,893
-271,099
| -55% | -$5.02M |
|
4088
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
| $4.08M | ﹤0.01% |
229,817
-385,923
| -63% | -$6.85M |
|
4089
F&G Annuities & Life
FG
$4.44B
| $4.07M | ﹤0.01% |
98,202
-32,669
| -25% | -$1.35M |
|
4090
BlackRock MuniVest Fund II
MVT
$227M
| $4.07M | ﹤0.01% |
385,622
+43,124
| +13% | +$455K |
|
4091
Global Industrial
GIC
$1.4B
| $4.06M | ﹤0.01% |
163,882
-33,353
| -17% | -$827K |
|
4092
Kimball Electronics
KE
$802M
| $4.06M | ﹤0.01% |
216,556
+10,689
| +5% | +$200K |
|
4093
Douglas Dynamics
PLOW
$745M
| $4.05M | ﹤0.01% |
171,442
-38,312
| -18% | -$905K |
|
4094
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$741M
| $4.05M | ﹤0.01% |
189,955
+87,735
| +86% | +$1.87M |
|
|
PDT
4095
John Hancock Premium Dividend Fund
PDT
$657M
| $4.04M | ﹤0.01% |
317,445
-397,610
| -56% | -$5.07M |
|
4096
Invesco Mortgage Capital
IVR
$487M
| $4.04M | ﹤0.01% |
502,163
-44,376
| -8% | -$357K |
|
4097
Luxfer Holdings
LXFR
$377M
| $4.04M | ﹤0.01% |
308,741
+67,025
| +28% | +$877K |
|
4098
Xperi
XPER
$283M
| $4.03M | ﹤0.01% |
392,417
+39,864
| +11% | +$409K |
|
4099
Investors Title Co
ITIC
$480M
| $4.03M | ﹤0.01% |
17,017
-908
| -5% | -$215K |
|
4100
Columbia Emerging Markets Consumer ETF
ECON
$232M
| $4.03M | ﹤0.01% |
194,059
-22,503
| -10% | -$467K |
|