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 | |
|---|---|---|---|---|---|---|
726
Genuine Parts
GPC
$19.9B
| $271M | 0.02% |
2,236,219
-15,401
| -0.7% | -$1.87M |
|
727
Reddit
RDDT
$48.8B
| $271M | 0.02% |
1,799,021
+602,813
| +50% | +$90.8M |
|
728
MPLX
MPLX
$51.8B
| $270M | 0.02% |
5,244,644
-1,210,903
| -19% | -$62.4M |
|
729
Bloom Energy
BE
$15.7B
| $270M | 0.02% |
11,271,129
+1,612,557
| +17% | +$38.6M |
|
730
Kellanova
K
$27.7B
| $269M | 0.02% |
3,383,637
-565,538
| -14% | -$45M |
|
731
Willis Towers Watson
WTW
$33.2B
| $269M | 0.02% |
876,398
-39,500
| -4% | -$12.1M |
|
732
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
| $265M | 0.02% |
10,756,524
+1,378,523
| +15% | +$34M |
|
733
Mid-America Apartment Communities
MAA
$16.9B
| $263M | 0.02% |
1,778,205
-915,386
| -34% | -$135M |
|
734
Invesco S&P 500 GARP ETF
SPGP
$2.76B
| $261M | 0.02% |
2,422,980
-917,545
| -27% | -$98.8M |
|
735
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $261M | 0.02% |
8,926,321
-627,448
| -7% | -$18.3M |
|
736
Watsco
WSO
$16.1B
| $261M | 0.02% |
590,160
-78,604
| -12% | -$34.7M |
|
737
UBS Group
UBS
$130B
| $260M | 0.02% |
7,702,163
-433,762
| -5% | -$14.7M |
|
738
Insight Enterprises
NSIT
$4.07B
| $260M | 0.02% |
1,883,994
+541,584
| +40% | +$74.8M |
|
739
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $260M | 0.02% |
2,275,156
-402,929
| -15% | -$46M |
|
740
Extra Space Storage
EXR
$31.5B
| $260M | 0.02% |
1,762,893
-210,046
| -11% | -$31M |
|
741
Blue Owl Capital
OWL
$12.2B
| $259M | 0.02% |
13,504,045
-1,560,248
| -10% | -$30M |
|
742
PPL Corp
PPL
$26.6B
| $259M | 0.02% |
7,653,312
+387,830
| +5% | +$13.1M |
|
743
Mr. Cooper
COOP
$14.1B
| $258M | 0.02% |
1,732,354
-599,310
| -26% | -$89.4M |
|
744
Invesco Senior Loan ETF
BKLN
$6.88B
| $258M | 0.02% |
12,351,599
+1,654,734
| +15% | +$34.6M |
|
745
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $258M | 0.02% |
2,802,150
-344,819
| -11% | -$31.8M |
|
746
Interactive Brokers
IBKR
$28.2B
| $256M | 0.02% |
4,623,068
+162,480
| +4% | +$9M |
|
747
Packaging Corp of America
PKG
$19.5B
| $255M | 0.02% |
1,353,040
+17,937
| +1% | +$3.38M |
|
748
AerCap
AER
$22.1B
| $255M | 0.02% |
2,176,601
+301,194
| +16% | +$35.2M |
|
749
Principal Financial Group
PFG
$18.3B
| $252M | 0.02% |
3,172,836
+203,015
| +7% | +$16.1M |
|
750
MakeMyTrip
MMYT
$9.58B
| $252M | 0.02% |
2,570,986
+490,900
| +24% | +$48.1M |
|