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 | |
|---|---|---|---|---|---|---|
776
Weyerhaeuser
WY
$18.1B
| $226M | 0.02% |
8,028,296
+950,779
| +13% | +$26.8M |
|
777
Principal Financial Group
PFG
$17.8B
| $225M | 0.02% |
2,911,596
+8,310
| +0.3% | +$643K |
|
778
Simpson Manufacturing
SSD
$7.97B
| $224M | 0.02% |
1,350,093
+40,340
| +3% | +$6.69M |
|
779
PIMCO Dynamic Income Fund
PDI
$7.58B
| $224M | 0.02% |
12,191,943
+560,042
| +5% | +$10.3M |
|
780
PPL Corp
PPL
$26.5B
| $224M | 0.02% |
6,887,817
-340,776
| -5% | -$11.1M |
|
781
Evergy
EVRG
$16.5B
| $223M | 0.02% |
3,622,409
+313,325
| +9% | +$19.3M |
|
782
Barclays
BCS
$71.8B
| $223M | 0.02% |
16,749,147
-1,334,063
| -7% | -$17.7M |
|
783
Southwest Airlines
LUV
$16.3B
| $223M | 0.02% |
6,620,102
-1,484,627
| -18% | -$49.9M |
|
784
Prosperity Bancshares
PB
$6.4B
| $222M | 0.02% |
2,951,776
+138,299
| +5% | +$10.4M |
|
785
Invesco Aerospace & Defense ETF
PPA
$6.27B
| $222M | 0.02% |
1,936,477
+77,340
| +4% | +$8.87M |
|
786
Selective Insurance
SIGI
$4.75B
| $222M | 0.02% |
2,374,579
-100,235
| -4% | -$9.37M |
|
787
Genuine Parts
GPC
$19.4B
| $222M | 0.02% |
1,899,032
-212,285
| -10% | -$24.8M |
|
788
Everest Group
EG
$14.3B
| $220M | 0.02% |
608,084
-18,239
| -3% | -$6.61M |
|
789
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $220M | 0.02% |
5,578,185
-32,877
| -0.6% | -$1.3M |
|
790
Li Auto
LI
$24.3B
| $219M | 0.02% |
9,125,476
+4,277,749
| +88% | +$103M |
|
791
Hasbro
HAS
$10.9B
| $218M | 0.02% |
3,898,326
-98,066
| -2% | -$5.48M |
|
792
DaVita
DVA
$9.46B
| $218M | 0.02% |
1,455,832
+27,793
| +2% | +$4.16M |
|
793
Dorman Products
DORM
$4.86B
| $218M | 0.02% |
1,679,413
-259,557
| -13% | -$33.6M |
|
794
Jefferies Financial Group
JEF
$13.5B
| $217M | 0.02% |
2,769,659
+853,565
| +45% | +$66.9M |
|
795
Align Technology
ALGN
$9.64B
| $217M | 0.02% |
1,039,054
+131,841
| +15% | +$27.5M |
|
796
BHP
BHP
$135B
| $215M | 0.02% |
4,403,798
-466,811
| -10% | -$22.8M |
|
797
Celestica
CLS
$29.1B
| $215M | 0.02% |
2,329,352
-1,257,963
| -35% | -$116M |
|
798
Neurocrine Biosciences
NBIX
$14B
| $215M | 0.02% |
1,573,297
+223,916
| +17% | +$30.6M |
|
799
Invesco S&P MidCap Quality ETF
XMHQ
$5.06B
| $215M | 0.02% |
2,180,146
+236,363
| +12% | +$23.3M |
|
800
Futu Holdings
FUTU
$25.3B
| $215M | 0.02% |
2,683,053
-273,740
| -9% | -$21.9M |
|