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 | |
|---|---|---|---|---|---|---|
726
Vanguard S&P 500 Growth ETF
VOOG
$19.7B
| $258M | 0.02% |
704,857
-12,686
| -2% | -$4.64M |
|
727
iShares Bitcoin Trust
IBIT
$85.2B
| $258M | 0.02% |
4,861,083
-189,742
| -4% | -$10.1M |
|
728
FTI Consulting
FCN
$5.23B
| $258M | 0.02% |
1,348,904
+120,704
| +10% | +$23.1M |
|
729
Toronto Dominion Bank
TD
$130B
| $258M | 0.02% |
4,836,616
-659,653
| -12% | -$35.1M |
|
730
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $256M | 0.02% |
6,306,670
-686,392
| -10% | -$27.9M |
|
731
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $256M | 0.02% |
4,966,530
+653,465
| +15% | +$33.7M |
|
732
Coterra Energy
CTRA
$18.6B
| $256M | 0.02% |
10,015,282
+844,891
| +9% | +$21.6M |
|
733
CenterPoint Energy
CNP
$24.7B
| $255M | 0.02% |
8,049,698
+1,184,062
| +17% | +$37.6M |
|
734
Pentair
PNR
$17.9B
| $254M | 0.02% |
2,524,874
+143,388
| +6% | +$14.4M |
|
|
B
735
Barrick Mining Corporation
B
$50.3B
| $254M | 0.02% |
16,376,173
-2,296,191
| -12% | -$35.6M |
|
736
Equity Residential
EQR
$25.2B
| $254M | 0.02% |
3,537,082
+217,338
| +7% | +$15.6M |
|
737
Omnicom Group
OMC
$14.7B
| $253M | 0.02% |
2,943,333
-240,930
| -8% | -$20.7M |
|
738
KeyCorp
KEY
$21.1B
| $253M | 0.02% |
14,755,570
-62,360
| -0.4% | -$1.07M |
|
739
Chart Industries
GTLS
$8.95B
| $251M | 0.02% |
1,316,095
+336,784
| +34% | +$64.3M |
|
740
CBIZ
CBZ
$3.01B
| $251M | 0.02% |
3,063,258
-51,471
| -2% | -$4.21M |
|
741
Healthpeak Properties
DOC
$12.5B
| $250M | 0.02% |
12,335,732
-715,697
| -5% | -$14.5M |
|
742
Pacer Trendpilot US Large Cap ETF
PTLC
$3.39B
| $250M | 0.02% |
4,669,082
+201,391
| +5% | +$10.8M |
|
743
Embraer
ERJ
$10.9B
| $249M | 0.02% |
6,775,049
-742,618
| -10% | -$27.2M |
|
744
Quest Diagnostics
DGX
$20.1B
| $248M | 0.02% |
1,641,254
-74,883
| -4% | -$11.3M |
|
745
Live Nation Entertainment
LYV
$39.6B
| $248M | 0.02% |
1,911,785
+46,126
| +2% | +$5.97M |
|
746
RELX
RELX
$82.4B
| $246M | 0.02% |
5,424,446
-338,590
| -6% | -$15.4M |
|
747
Manulife Financial
MFC
$52.4B
| $246M | 0.02% |
8,002,287
-15,253
| -0.2% | -$468K |
|
|
TBIL
748
US Treasury 3 Month Bill ETF
TBIL
$5.96B
| $244M | 0.02% |
4,903,694
+817,795
| +20% | +$40.8M |
|
749
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $244M | 0.02% |
4,799,733
+325,339
| +7% | +$16.6M |
|
750
Cincinnati Financial
CINF
$23.8B
| $243M | 0.02% |
1,687,873
+56,026
| +3% | +$8.05M |
|