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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Huntington Bancshares
HBAN
$25.9B
| $120M | 0.02% |
8,430,924
+4,730,125
| +128% | +$67.5M |
|
752
iShares California Muni Bond ETF
CMF
$3.39B
| $120M | 0.02% |
1,914,261
+52,671
| +3% | +$3.3M |
|
753
HCA Healthcare
HCA
$94.3B
| $120M | 0.02% |
578,886
+100,929
| +21% | +$20.9M |
|
754
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.3B
| $120M | 0.02% |
3,425,079
+379,000
| +12% | +$13.2M |
|
755
Nasdaq
NDAQ
$55B
| $120M | 0.02% |
2,040,081
+419,658
| +26% | +$24.6M |
|
756
VictoryShares US 500 Volatility Wtd ETF
CFA
$538M
| $120M | 0.02% |
1,677,017
-68,458
| -4% | -$4.88M |
|
757
Global X S&P 500 Catholic Values ETF
CATH
$1.06B
| $119M | 0.02% |
2,238,634
-41,887
| -2% | -$2.23M |
|
|
PLAN
758
DELISTED
Anaplan, Inc.
PLAN
| $119M | 0.02% |
2,239,714
-2,198,817
| -50% | -$117M |
|
759
Lamar Advertising Co
LAMR
$13B
| $119M | 0.02% |
1,138,701
+461,917
| +68% | +$48.2M |
|
760
iShares Global REIT ETF
REET
$3.93B
| $119M | 0.02% |
4,289,227
+2,452,521
| +134% | +$68M |
|
|
NATI
761
DELISTED
National Instruments Corp
NATI
| $119M | 0.02% |
2,811,784
+780,105
| +38% | +$33M |
|
762
PGIM Ultra Short Bond ETF
PULS
$12.4B
| $119M | 0.02% |
2,387,171
+581,737
| +32% | +$28.9M |
|
763
SolarEdge
SEDG
$1.75B
| $119M | 0.02% |
429,617
+221,860
| +107% | +$61.3M |
|
764
Microchip Technology
MCHP
$35.1B
| $119M | 0.02% |
1,584,960
-518,190
| -25% | -$38.8M |
|
765
SITE Centers
SITC
$474M
| $119M | 0.02% |
10,094,810
+9,046,560
| +863% | +$106M |
|
766
Canadian National Railway
CNI
$58.6B
| $118M | 0.02% |
1,120,646
+233,180
| +26% | +$24.6M |
|
767
Vodafone
VOD
$28.6B
| $118M | 0.02% |
6,889,796
-1,434,217
| -17% | -$24.6M |
|
768
StoneCo
STNE
$4.85B
| $118M | 0.02% |
1,755,546
+361,765
| +26% | +$24.3M |
|
769
PPL Corp
PPL
$26.6B
| $118M | 0.02% |
4,208,067
+799,735
| +23% | +$22.4M |
|
770
Evercore
EVR
$13.3B
| $117M | 0.02% |
834,537
+99,579
| +14% | +$14M |
|
771
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
| $117M | 0.02% |
1,739,412
+29,935
| +2% | +$2.02M |
|
|
NBIS
772
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.3B
| $117M | 0.02% |
1,658,212
-53,643
| -3% | -$3.8M |
|
773
Verisk Analytics
VRSK
$37.2B
| $117M | 0.02% |
667,568
+170,268
| +34% | +$29.7M |
|
774
Devon Energy
DVN
$22.4B
| $116M | 0.02% |
3,988,637
+580,075
| +17% | +$16.9M |
|
775
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $116M | 0.02% |
2,239,041
-94,693
| -4% | -$4.91M |
|