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 Common Stock Class A
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 | |
|---|---|---|---|---|---|---|
576
Vanguard Financials ETF
VFH
$12.8B
| $377M | 0.03% |
3,195,672
+443,385
| +16% | +$52.4M |
|
577
Brookfield
BN
$99.7B
| $377M | 0.03% |
6,567,567
+316,607
| +5% | +$18.2M |
|
578
Columbia Sportswear
COLM
$3.1B
| $377M | 0.03% |
4,491,685
-31,350
| -0.7% | -$2.63M |
|
579
Take-Two Interactive
TTWO
$45.7B
| $375M | 0.03% |
2,037,718
-48,817
| -2% | -$8.99M |
|
580
Mid-America Apartment Communities
MAA
$17B
| $375M | 0.03% |
2,424,789
-156,577
| -6% | -$24.2M |
|
581
Synchrony
SYF
$28B
| $373M | 0.03% |
5,739,682
+1,030,903
| +22% | +$67M |
|
582
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $370M | 0.03% |
3,504,091
-130,785
| -4% | -$13.8M |
|
583
Core & Main
CNM
$9.43B
| $368M | 0.03% |
7,223,493
+4,045,789
| +127% | +$206M |
|
584
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $367M | 0.03% |
5,475,868
+274,181
| +5% | +$18.4M |
|
585
Global X US Infrastructure Development ETF
PAVE
$9.28B
| $366M | 0.03% |
9,057,004
+350,894
| +4% | +$14.2M |
|
586
SPDR Gold MiniShares Trust
GLDM
$19.8B
| $365M | 0.03% |
7,014,152
+385,265
| +6% | +$20M |
|
587
Church & Dwight Co
CHD
$23.1B
| $364M | 0.03% |
3,477,982
-91,339
| -3% | -$9.56M |
|
588
Manhattan Associates
MANH
$13.3B
| $364M | 0.03% |
1,347,271
-36,430
| -3% | -$9.84M |
|
589
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $364M | 0.03% |
5,529,748
+827,844
| +18% | +$54.5M |
|
590
American Water Works
AWK
$27.3B
| $363M | 0.03% |
2,916,443
-30,827
| -1% | -$3.84M |
|
591
Toyota
TM
$264B
| $362M | 0.03% |
1,859,477
+7,322
| +0.4% | +$1.42M |
|
592
Centene
CNC
$15.3B
| $361M | 0.03% |
5,962,045
+361,041
| +6% | +$21.9M |
|
593
AvalonBay Communities
AVB
$27.8B
| $361M | 0.03% |
1,639,786
-150,502
| -8% | -$33.1M |
|
594
Hewlett Packard
HPE
$31.5B
| $360M | 0.03% |
16,883,826
+2,433,446
| +17% | +$52M |
|
595
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.42B
| $359M | 0.03% |
1,477,943
+123,999
| +9% | +$30.2M |
|
596
Floor & Decor
FND
$9.45B
| $358M | 0.03% |
3,589,721
+1,917,329
| +115% | +$191M |
|
597
Garmin
GRMN
$46.1B
| $357M | 0.03% |
1,732,268
-44,685
| -3% | -$9.22M |
|
598
Iron Mountain
IRM
$27.3B
| $356M | 0.02% |
3,386,215
-254,699
| -7% | -$26.8M |
|
599
Vanguard Mega Cap Value ETF
MGV
$9.83B
| $355M | 0.02% |
2,843,816
+32,681
| +1% | +$4.08M |
|
600
Robinhood
HOOD
$105B
| $355M | 0.02% |
9,529,671
+3,833,728
| +67% | +$143M |
|