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 | |
|---|---|---|---|---|---|---|
4176
Omega Flex
OFLX
$341M
| $3.88M | ﹤0.01% |
119,930
+9,600
| +9% | +$311K |
|
4177
Nano X Imaging
NNOX
$254M
| $3.88M | ﹤0.01% |
750,005
+1,320
| +0.2% | +$6.82K |
|
4178
Business First Bancshares
BFST
$719M
| $3.87M | ﹤0.01% |
156,942
+36,671
| +30% | +$904K |
|
4179
iShares MSCI UAE ETF
UAE
$166M
| $3.86M | ﹤0.01% |
206,289
-12,505
| -6% | -$234K |
|
4180
Karooooo
KARO
$1.75B
| $3.86M | ﹤0.01% |
78,789
+24,500
| +45% | +$1.2M |
|
4181
Oil-Dri
ODC
$957M
| $3.85M | ﹤0.01% |
65,329
+27,879
| +74% | +$1.64M |
|
4182
Calavo Growers
CVGW
$490M
| $3.84M | ﹤0.01% |
144,602
-109,470
| -43% | -$2.91M |
|
4183
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$309M
| $3.84M | ﹤0.01% |
391,390
+49,843
| +15% | +$489K |
|
|
CEPU
4184
Central Puerto
CEPU
$1.15B
| $3.84M | ﹤0.01% |
329,032
-42,781
| -12% | -$500K |
|
4185
Peapack-Gladstone Financial
PGC
$513M
| $3.84M | ﹤0.01% |
136,019
+30,854
| +29% | +$872K |
|
|
CIO
4186
City Office REIT
CIO
$281M
| $3.84M | ﹤0.01% |
719,488
+89,450
| +14% | +$478K |
|
4187
OceanFirst Financial
OCFC
$1.05B
| $3.84M | ﹤0.01% |
217,816
-46,506
| -18% | -$819K |
|
4188
China Yuchai International
CYD
$1.5B
| $3.84M | ﹤0.01% |
160,400
+159,540
| +18,551% | +$3.81M |
|
4189
Diebold Nixdorf
DBD
$2.08B
| $3.83M | ﹤0.01% |
69,099
+19,633
| +40% | +$1.09M |
|
4190
Nature's Sunshine
NATR
$285M
| $3.82M | ﹤0.01% |
258,494
+51,139
| +25% | +$756K |
|
4191
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.25B
| $3.82M | ﹤0.01% |
54,233
-119,560
| -69% | -$8.42M |
|
|
PHK
4192
PIMCO High Income Fund
PHK
$856M
| $3.8M | ﹤0.01% |
792,260
+36,493
| +5% | +$175K |
|
4193
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$323M
| $3.79M | ﹤0.01% |
213,809
+1,774
| +0.8% | +$31.5K |
|
4194
Telecom Argentina
TEO
$2.9B
| $3.79M | ﹤0.01% |
429,230
+114,718
| +36% | +$1.01M |
|
|
PFL
4195
PIMCO Income Strategy Fund
PFL
$386M
| $3.79M | ﹤0.01% |
453,897
-42,299
| -9% | -$353K |
|
4196
iShares MSCI Japan Small-Cap ETF
SCJ
$148M
| $3.79M | ﹤0.01% |
44,589
-4,954
| -10% | -$421K |
|
4197
Origin Bancorp
OBK
$1.12B
| $3.78M | ﹤0.01% |
105,866
-26,546
| -20% | -$949K |
|
|
EIM
4198
Eaton Vance Municipal Bond Fund
EIM
$509M
| $3.78M | ﹤0.01% |
390,594
-7,141
| -2% | -$69.1K |
|
4199
VanEck Energy Income ETF
EINC
$71.8M
| $3.77M | ﹤0.01% |
38,219
-7,892
| -17% | -$779K |
|
|
PSTL
4200
Postal Realty Trust
PSTL
$399M
| $3.77M | ﹤0.01% |
255,687
+19,319
| +8% | +$285K |
|