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
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $185M | 0.02% |
4,674,578
-256,518
| -5% | -$10.2M |
|
752
Super Micro Computer
SMCI
$26.2B
| $185M | 0.02% |
7,421,210
+3,070,260
| +71% | +$76.5M |
|
753
Bunge Global
BG
$16.3B
| $184M | 0.02% |
1,949,416
+182,880
| +10% | +$17.3M |
|
754
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $183M | 0.02% |
1,993,391
-1,050,852
| -35% | -$96.7M |
|
755
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $183M | 0.02% |
4,044,495
-805,139
| -17% | -$36.5M |
|
756
First Solar
FSLR
$22.3B
| $183M | 0.02% |
962,897
-39,561
| -4% | -$7.52M |
|
757
American Homes 4 Rent
AMH
$12.7B
| $182M | 0.02% |
5,134,371
-37,279
| -0.7% | -$1.32M |
|
758
Las Vegas Sands
LVS
$37.4B
| $182M | 0.02% |
3,134,631
+286,205
| +10% | +$16.6M |
|
759
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $181M | 0.02% |
1,979,699
+303,693
| +18% | +$27.8M |
|
760
Teradyne
TER
$18.4B
| $181M | 0.02% |
1,628,640
+230,352
| +16% | +$25.6M |
|
761
Garmin
GRMN
$46.4B
| $181M | 0.02% |
1,732,814
+74,341
| +4% | +$7.75M |
|
762
Waste Connections
WCN
$45.8B
| $180M | 0.02% |
1,261,143
-48,933
| -4% | -$6.99M |
|
763
Skyworks Solutions
SWKS
$10.9B
| $180M | 0.02% |
1,626,762
+134,112
| +9% | +$14.8M |
|
764
Hubbell
HUBB
$23.9B
| $179M | 0.02% |
539,434
-64,057
| -11% | -$21.2M |
|
765
Henry Schein
HSIC
$8.38B
| $178M | 0.02% |
2,195,524
+19,209
| +0.9% | +$1.56M |
|
766
Unum
UNM
$12.7B
| $178M | 0.02% |
3,729,856
+77,922
| +2% | +$3.72M |
|
767
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $178M | 0.02% |
5,499,583
-541,593
| -9% | -$17.5M |
|
768
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $177M | 0.02% |
2,790,792
-34,650
| -1% | -$2.2M |
|
769
Vanguard Energy ETF
VDE
$7.34B
| $177M | 0.02% |
1,567,729
-68,691
| -4% | -$7.75M |
|
770
Neurocrine Biosciences
NBIX
$14.1B
| $176M | 0.02% |
1,868,025
+213,132
| +13% | +$20.1M |
|
|
ENV
771
DELISTED
ENVESTNET, INC.
ENV
| $176M | 0.02% |
2,963,339
+33,846
| +1% | +$2.01M |
|
772
SPDR Portfolio S&P 500 ETF
SPLG
$85.7B
| $175M | 0.02% |
3,367,252
+548,769
| +19% | +$28.6M |
|
773
Global X US Infrastructure Development ETF
PAVE
$9.51B
| $175M | 0.02% |
5,580,586
+279,699
| +5% | +$8.79M |
|
774
Dorman Products
DORM
$4.97B
| $175M | 0.02% |
2,221,235
+240,755
| +12% | +$19M |
|
775
Campbell Soup
CPB
$9.97B
| $175M | 0.02% |
3,827,085
+371,911
| +11% | +$17M |
|