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 | |
|---|---|---|---|---|---|---|
651
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $305M | 0.02% |
10,931,853
+2,640,245
| +32% | +$73.6M |
|
652
UBS Group
UBS
$127B
| $305M | 0.02% |
10,045,476
+39,682
| +0.4% | +$1.2M |
|
653
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $304M | 0.02% |
4,478,430
+213,651
| +5% | +$14.5M |
|
654
Graco
GGG
$14.1B
| $303M | 0.02% |
3,588,860
-218,728
| -6% | -$18.4M |
|
655
SBA Communications
SBAC
$20.8B
| $301M | 0.02% |
1,478,318
+18,518
| +1% | +$3.77M |
|
656
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.21B
| $300M | 0.02% |
3,892,107
+1,245,973
| +47% | +$96M |
|
657
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
| $299M | 0.02% |
7,374,916
+237,042
| +3% | +$9.6M |
|
658
Eaton Vance Total Return Bond ETF
EVTR
$2.83B
| $299M | 0.02% |
5,987,008
+2,262,154
| +61% | +$113M |
|
659
Twilio
TWLO
$16.1B
| $298M | 0.02% |
2,760,786
+855,567
| +45% | +$92.5M |
|
660
Eversource Energy
ES
$23.8B
| $296M | 0.02% |
5,162,212
-175,434
| -3% | -$10.1M |
|
661
Kirby Corp
KEX
$4.84B
| $296M | 0.02% |
2,801,399
+5,046
| +0.2% | +$534K |
|
662
Canadian National Railway
CNI
$57.9B
| $296M | 0.02% |
2,912,874
-1,167,155
| -29% | -$118M |
|
663
Capital Group Dividend Value ETF
CGDV
$21.5B
| $295M | 0.02% |
8,378,684
+365,267
| +5% | +$12.9M |
|
664
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $295M | 0.02% |
15,797,940
+793,033
| +5% | +$14.8M |
|
665
PG&E
PCG
$33.7B
| $295M | 0.02% |
14,620,208
-1,060,752
| -7% | -$21.4M |
|
666
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
| $295M | 0.02% |
6,776,500
+65,716
| +1% | +$2.86M |
|
667
Avantis Emerging Markets Equity ETF
AVEM
$12.6B
| $294M | 0.02% |
4,994,135
+638,165
| +15% | +$37.5M |
|
668
Qorvo
QRVO
$8.1B
| $293M | 0.02% |
4,195,934
+2,893,952
| +222% | +$202M |
|
669
Western Digital
WDC
$32.6B
| $292M | 0.02% |
6,468,797
+783,808
| +14% | +$35.3M |
|
670
Pinterest
PINS
$24.1B
| $291M | 0.02% |
10,039,943
+2,306,495
| +30% | +$66.9M |
|
671
AES
AES
$9.03B
| $290M | 0.02% |
22,559,173
-44,413
| -0.2% | -$572K |
|
672
Canadian Natural Resources
CNQ
$64.7B
| $289M | 0.02% |
9,363,190
-6,361,543
| -40% | -$196M |
|
673
Watsco
WSO
$15.9B
| $289M | 0.02% |
609,673
+15,939
| +3% | +$7.55M |
|
674
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $289M | 0.02% |
3,194,779
+390,653
| +14% | +$35.3M |
|
675
Expedia Group
EXPE
$26.5B
| $289M | 0.02% |
1,549,595
+28,140
| +2% | +$5.24M |
|