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 | |
|---|---|---|---|---|---|---|
951
First Trust Managed Municipal ETF
FMB
$1.9B
| $160M | 0.01% |
3,139,911
+9,064
| +0.3% | +$462K |
|
952
Aaon
AAON
$6.81B
| $160M | 0.01% |
1,357,083
+75,080
| +6% | +$8.84M |
|
953
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $160M | 0.01% |
2,628,514
-65,101
| -2% | -$3.95M |
|
954
FTAI Aviation
FTAI
$17.4B
| $159M | 0.01% |
1,106,484
-842,647
| -43% | -$121M |
|
955
Badger Meter
BMI
$5.35B
| $159M | 0.01% |
750,121
+23,860
| +3% | +$5.06M |
|
956
Bunge Global
BG
$16.3B
| $158M | 0.01% |
2,038,211
+242,081
| +13% | +$18.8M |
|
957
SouthState Bank Corporation
SSB
$10.3B
| $158M | 0.01% |
1,591,224
-43,641
| -3% | -$4.34M |
|
958
Pacer Global Cash Cows Dividend ETF
GCOW
$2.48B
| $158M | 0.01% |
4,673,658
-33,653
| -0.7% | -$1.14M |
|
959
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $158M | 0.01% |
11,258,615
+64,079
| +0.6% | +$896K |
|
960
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.34B
| $157M | 0.01% |
1,319,498
+437,209
| +50% | +$52.2M |
|
961
Kanzhun
BZ
$11.3B
| $157M | 0.01% |
11,404,096
-2,479,034
| -18% | -$34.2M |
|
962
iShares US Home Construction ETF
ITB
$3.32B
| $157M | 0.01% |
1,519,229
+804,823
| +113% | +$83.2M |
|
963
Columbia Banking Systems
COLB
$7.85B
| $156M | 0.01% |
5,784,269
-672,464
| -10% | -$18.2M |
|
964
Kimco Realty
KIM
$15.2B
| $154M | 0.01% |
6,592,215
+200,375
| +3% | +$4.69M |
|
965
iShare MSCI Eurozone ETF
EZU
$7.97B
| $154M | 0.01% |
3,270,161
-738,015
| -18% | -$34.8M |
|
966
Curtiss-Wright
CW
$19.4B
| $154M | 0.01% |
434,800
+13,367
| +3% | +$4.74M |
|
967
SPS Commerce
SPSC
$4.27B
| $154M | 0.01% |
838,469
+22,048
| +3% | +$4.06M |
|
968
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $154M | 0.01% |
5,160,825
+885,193
| +21% | +$26.4M |
|
969
Assurant
AIZ
$10.7B
| $154M | 0.01% |
721,063
-9,471
| -1% | -$2.02M |
|
970
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
| $153M | 0.01% |
3,026,764
+2,071,490
| +217% | +$105M |
|
971
NiSource
NI
$19.3B
| $153M | 0.01% |
4,162,308
-628,392
| -13% | -$23.1M |
|
972
CyberArk
CYBR
$23.8B
| $153M | 0.01% |
458,925
-9,252
| -2% | -$3.08M |
|
973
Baidu
BIDU
$38.5B
| $152M | 0.01% |
1,807,156
-792,937
| -30% | -$66.9M |
|
974
CarMax
KMX
$9.11B
| $152M | 0.01% |
1,862,589
-137,496
| -7% | -$11.2M |
|
975
Dayforce
DAY
$10.9B
| $152M | 0.01% |
2,086,580
-904,392
| -30% | -$65.7M |
|