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 | |
|---|---|---|---|---|---|---|
|
EVG
4251
Eaton Vance Short Duration Diversified Income Fund
EVG
$152M
| $3.54M | ﹤0.01% |
321,121
-35,591
| -10% | -$393K |
|
|
SOR
4252
Source Capital
SOR
$370M
| $3.54M | ﹤0.01% |
81,624
+764
| +0.9% | +$33.1K |
|
|
STKL
4253
SunOpta
STKL
$736M
| $3.53M | ﹤0.01% |
609,233
+14,896
| +3% | +$86.4K |
|
|
MCHB
4254
Mechanics Bancorp
MCHB
$3.02B
| $3.53M | ﹤0.01% |
270,313
-105,893
| -28% | -$1.38M |
|
4255
Kearny Financial
KRNY
$409M
| $3.53M | ﹤0.01% |
546,886
+10,052
| +2% | +$64.9K |
|
|
IGA
4256
Voya Global Advantage and Premium Opportunity Fund
IGA
$152M
| $3.53M | ﹤0.01% |
355,623
-26,356
| -7% | -$262K |
|
4257
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$188M
| $3.52M | ﹤0.01% |
177,316
+13,749
| +8% | +$273K |
|
4258
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.86B
| $3.52M | ﹤0.01% |
298,140
-295,545
| -50% | -$3.49M |
|
4259
Sapiens International
SPNS
$2.4B
| $3.51M | ﹤0.01% |
120,127
-21,233
| -15% | -$621K |
|
4260
Invesco Zacks Multi-Asset Income ETF
CVY
$116M
| $3.5M | ﹤0.01% |
135,768
+12,921
| +11% | +$333K |
|
4261
Centuri Holdings
CTRI
$1.89B
| $3.5M | ﹤0.01% |
155,862
+84,503
| +118% | +$1.9M |
|
4262
iShares MSCI Agriculture Producers ETF
VEGI
$91.4M
| $3.49M | ﹤0.01% |
86,764
+7,755
| +10% | +$312K |
|
4263
West Bancorporation
WTBA
$346M
| $3.49M | ﹤0.01% |
177,546
+9,778
| +6% | +$192K |
|
4264
Perion Network
PERI
$443M
| $3.47M | ﹤0.01% |
342,231
+10,546
| +3% | +$107K |
|
4265
Ecovyst
ECVT
$1.05B
| $3.45M | ﹤0.01% |
419,283
-600,529
| -59% | -$4.94M |
|
4266
3D Systems Corp
DDD
$314M
| $3.44M | ﹤0.01% |
2,232,910
-80,227
| -3% | -$124K |
|
4267
4D Molecular Therapeutics
FDMT
$308M
| $3.43M | ﹤0.01% |
924,676
-852,067
| -48% | -$3.16M |
|
4268
GH Research
GHRS
$827M
| $3.43M | ﹤0.01% |
281,002
+3,751
| +1% | +$45.7K |
|
4269
Castle Biosciences
CSTL
$708M
| $3.42M | ﹤0.01% |
167,588
-44,205
| -21% | -$903K |
|
4270
AbCellera Biologics
ABCL
$1.35B
| $3.42M | ﹤0.01% |
996,927
-294,089
| -23% | -$1.01M |
|
4271
Open Lending Corp
LPRO
$266M
| $3.42M | ﹤0.01% |
1,760,720
+1,463,948
| +493% | +$2.84M |
|
4272
Domo
DOMO
$745M
| $3.41M | ﹤0.01% |
244,373
+50,267
| +26% | +$702K |
|
4273
SIGA Technologies
SIGA
$629M
| $3.4M | ﹤0.01% |
521,868
+229,009
| +78% | +$1.49M |
|
4274
Zegna
ZGN
$2.41B
| $3.4M | ﹤0.01% |
397,785
-97,655
| -20% | -$835K |
|
4275
Lands' End
LE
$471M
| $3.4M | ﹤0.01% |
317,516
+227,682
| +253% | +$2.44M |
|