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 | |
|---|---|---|---|---|---|---|
826
Wheaton Precious Metals
WPM
$48.7B
| $222M | 0.01% |
2,470,608
-196,710
| -7% | -$17.7M |
|
|
AZEK
827
DELISTED
The AZEK Co
AZEK
| $221M | 0.01% |
4,073,804
+615,528
| +18% | +$33.5M |
|
828
FTI Consulting
FCN
$5.23B
| $221M | 0.01% |
1,370,233
+1,714
| +0.1% | +$277K |
|
829
DaVita
DVA
$9.46B
| $221M | 0.01% |
1,549,649
+224,626
| +17% | +$32M |
|
830
EastGroup Properties
EGP
$8.72B
| $221M | 0.01% |
1,320,687
-72,609
| -5% | -$12.1M |
|
831
CyberArk
CYBR
$23.6B
| $221M | 0.01% |
542,120
+33,133
| +7% | +$13.5M |
|
832
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $221M | 0.01% |
5,498,369
-241,865
| -4% | -$9.7M |
|
833
US Foods
USFD
$17.5B
| $221M | 0.01% |
2,863,694
+409,994
| +17% | +$31.6M |
|
834
Globe Life
GL
$11.3B
| $220M | 0.01% |
1,771,946
-12,097
| -0.7% | -$1.5M |
|
835
Global X MLP ETF
MLPA
$1.84B
| $219M | 0.01% |
4,357,708
+193,472
| +5% | +$9.71M |
|
836
Nutanix
NTNX
$20.7B
| $218M | 0.01% |
2,850,638
+248,813
| +10% | +$19M |
|
837
Gabelli Dividend & Income Trust
GDV
$2.39B
| $217M | 0.01% |
8,359,874
+280,447
| +3% | +$7.29M |
|
838
DraftKings
DKNG
$22.8B
| $216M | 0.01% |
5,043,274
-857,866
| -15% | -$36.8M |
|
839
Putnam Focused Large Cap Value ETF
PVAL
$4.28B
| $216M | 0.01% |
5,371,098
+339,216
| +7% | +$13.6M |
|
840
Thomson Reuters
TRI
$76.8B
| $216M | 0.01% |
1,072,211
-485,466
| -31% | -$97.6M |
|
841
Invesco S&P MidCap Momentum ETF
XMMO
$4.46B
| $215M | 0.01% |
1,674,090
-72,308
| -4% | -$9.3M |
|
842
First Citizens BancShares
FCNCA
$25.4B
| $215M | 0.01% |
110,018
-15,684
| -12% | -$30.7M |
|
843
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $214M | 0.01% |
4,674,003
-35,854
| -0.8% | -$1.65M |
|
844
Dropbox
DBX
$8.29B
| $214M | 0.01% |
7,492,581
+1,786,289
| +31% | +$51.1M |
|
845
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $214M | 0.01% |
4,247,616
+99,915
| +2% | +$5.02M |
|
846
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $213M | 0.01% |
5,441,460
+127,268
| +2% | +$4.99M |
|
847
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $213M | 0.01% |
4,598,287
+60,723
| +1% | +$2.81M |
|
848
Gaming and Leisure Properties
GLPI
$13.6B
| $212M | 0.01% |
4,552,082
+284,438
| +7% | +$13.3M |
|
849
Canadian Imperial Bank of Commerce
CM
$73.3B
| $212M | 0.01% |
2,990,739
-681,360
| -19% | -$48.3M |
|
850
Essex Property Trust
ESS
$17B
| $211M | 0.01% |
746,131
+58,783
| +9% | +$16.7M |
|