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 | |
|---|---|---|---|---|---|---|
876
Albemarle
ALB
$8.63B
| $184M | 0.01% |
2,136,902
+190,371
| +10% | +$16.4M |
|
877
Viatris
VTRS
$11.9B
| $184M | 0.01% |
14,761,483
+182,273
| +1% | +$2.27M |
|
878
ZTO Express
ZTO
$15.4B
| $183M | 0.01% |
9,385,256
+6,225,628
| +197% | +$122M |
|
879
Vanguard Utilities ETF
VPU
$7.29B
| $183M | 0.01% |
1,117,016
+154,285
| +16% | +$25.2M |
|
880
CF Industries
CF
$14.1B
| $183M | 0.01% |
2,139,259
+297,887
| +16% | +$25.4M |
|
881
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $182M | 0.01% |
12,161,035
+182,837
| +2% | +$2.73M |
|
882
Capital Group Global Growth Equity ETF
CGGO
$7B
| $182M | 0.01% |
6,214,413
+1,254,472
| +25% | +$36.7M |
|
883
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $181M | 0.01% |
7,487,404
+677,133
| +10% | +$16.4M |
|
884
Icon
ICLR
$12.9B
| $181M | 0.01% |
861,636
+483,751
| +128% | +$101M |
|
885
AerCap
AER
$21.7B
| $181M | 0.01% |
1,886,710
-242,044
| -11% | -$23.2M |
|
886
iShares International Select Dividend ETF
IDV
$5.83B
| $181M | 0.01% |
6,592,877
-252,044
| -4% | -$6.9M |
|
887
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $180M | 0.01% |
5,502,796
+616,000
| +13% | +$20.2M |
|
888
Chewy
CHWY
$14.6B
| $180M | 0.01% |
5,377,006
-2,244,366
| -29% | -$75.2M |
|
889
Fox Class A
FOXA
$28B
| $180M | 0.01% |
3,695,268
+670,149
| +22% | +$32.6M |
|
890
Huazhu Hotels Group
HTHT
$11.4B
| $179M | 0.01% |
5,422,397
-534,815
| -9% | -$17.7M |
|
891
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
| $178M | 0.01% |
7,233,667
+36,078
| +0.5% | +$889K |
|
892
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $178M | 0.01% |
4,252,499
+359,983
| +9% | +$15.1M |
|
893
Stanley Black & Decker
SWK
$11.9B
| $178M | 0.01% |
2,217,725
+36,476
| +2% | +$2.93M |
|
894
Equitable Holdings
EQH
$15.8B
| $178M | 0.01% |
3,773,229
-26,910
| -0.7% | -$1.27M |
|
895
Dr. Reddy's Laboratories
RDY
$12.1B
| $178M | 0.01% |
11,258,915
+48,255
| +0.4% | +$762K |
|
896
Vale
VALE
$44.8B
| $178M | 0.01% |
20,020,425
-23,219,144
| -54% | -$206M |
|
897
Saia
SAIA
$8.19B
| $177M | 0.01% |
389,105
+165,319
| +74% | +$75.3M |
|
898
Jacobs Solutions
J
$17.3B
| $177M | 0.01% |
1,339,566
+33,938
| +3% | +$4.49M |
|
899
Essential Properties Realty Trust
EPRT
$5.88B
| $177M | 0.01% |
5,663,502
-282,635
| -5% | -$8.84M |
|
900
Performance Food Group
PFGC
$16.3B
| $177M | 0.01% |
2,094,973
-1,333,046
| -39% | -$113M |
|