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 | |
|---|---|---|---|---|---|---|
|
SW
926
Smurfit Westrock plc
SW
$23.8B
| $167M | 0.01% |
3,105,456
+140,014
| +5% | +$7.54M |
|
927
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.16B
| $167M | 0.01% |
2,180,495
+120,128
| +6% | +$9.18M |
|
928
iShares US Medical Devices ETF
IHI
$4.29B
| $166M | 0.01% |
2,852,174
-81,840
| -3% | -$4.78M |
|
929
Alliant Energy
LNT
$16.6B
| $166M | 0.01% |
2,808,847
+54,506
| +2% | +$3.22M |
|
930
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $166M | 0.01% |
8,499,060
+274,736
| +3% | +$5.35M |
|
931
Baxter International
BAX
$12.5B
| $165M | 0.01% |
5,644,179
-311,890
| -5% | -$9.09M |
|
932
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
| $164M | 0.01% |
2,091,310
+15,931
| +0.8% | +$1.25M |
|
933
Textron
TXT
$14.6B
| $164M | 0.01% |
2,140,632
-318,776
| -13% | -$24.4M |
|
934
MGM Resorts International
MGM
$9.68B
| $164M | 0.01% |
4,723,812
-641,815
| -12% | -$22.2M |
|
935
Molson Coors Class B
TAP
$9.72B
| $163M | 0.01% |
2,850,196
+195,294
| +7% | +$11.2M |
|
936
Southern Copper
SCCO
$84.3B
| $163M | 0.01% |
1,840,939
+42,856
| +2% | +$3.8M |
|
937
Chemed
CHE
$6.63B
| $163M | 0.01% |
308,114
-112,404
| -27% | -$59.6M |
|
|
EXE
938
Expand Energy Corporation Common Stock
EXE
$23B
| $163M | 0.01% |
1,639,154
+925,444
| +130% | +$92.1M |
|
939
Ally Financial
ALLY
$12.7B
| $162M | 0.01% |
4,506,371
+954,528
| +27% | +$34.4M |
|
940
Vanguard FTSE Pacific ETF
VPL
$8.02B
| $162M | 0.01% |
2,283,329
+4,720
| +0.2% | +$335K |
|
941
Lithia Motors
LAD
$8.83B
| $162M | 0.01% |
453,652
+68,229
| +18% | +$24.4M |
|
942
Vanguard Total World Bond ETF
BNDW
$1.34B
| $162M | 0.01% |
2,377,346
+2,330,200
| +4,943% | +$159M |
|
943
Upstart Holdings
UPST
$6.03B
| $162M | 0.01% |
2,632,809
+1,204,660
| +84% | +$74.2M |
|
944
Vanguard Russell 1000 ETF
VONE
$6.77B
| $162M | 0.01% |
606,645
+68,182
| +13% | +$18.2M |
|
945
VF Corp
VFC
$6.04B
| $162M | 0.01% |
7,528,320
-414,362
| -5% | -$8.89M |
|
946
Norwegian Cruise Line
NCLH
$11.9B
| $161M | 0.01% |
6,258,889
-300,656
| -5% | -$7.74M |
|
947
Huntington Ingalls Industries
HII
$10.8B
| $161M | 0.01% |
851,492
-195,764
| -19% | -$37M |
|
948
Braze
BRZE
$3.39B
| $161M | 0.01% |
3,836,517
+61,209
| +2% | +$2.56M |
|
949
Teledyne Technologies
TDY
$26B
| $161M | 0.01% |
345,900
-3,614
| -1% | -$1.68M |
|
950
Wheaton Precious Metals
WPM
$48B
| $160M | 0.01% |
2,853,174
+68,446
| +2% | +$3.85M |
|