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 | |
|---|---|---|---|---|---|---|
976
Ryan Specialty Holdings
RYAN
$6.6B
| $165M | 0.01% |
2,434,101
+275,874
| +13% | +$18.8M |
|
977
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $165M | 0.01% |
5,978,310
-5,821,211
| -49% | -$160M |
|
978
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $164M | 0.01% |
11,835,003
+235,555
| +2% | +$3.27M |
|
979
XPeng
XPEV
$19.8B
| $164M | 0.01% |
9,183,974
-1,565,826
| -15% | -$28M |
|
980
Rivian
RIVN
$16B
| $164M | 0.01% |
11,937,093
-5,079,695
| -30% | -$69.8M |
|
981
Performance Food Group
PFGC
$16.7B
| $164M | 0.01% |
1,875,079
+5,068
| +0.3% | +$443K |
|
982
JPMorgan US Quality Factor ETF
JQUA
$7.28B
| $164M | 0.01% |
2,729,803
+513,674
| +23% | +$30.8M |
|
983
Las Vegas Sands
LVS
$36.8B
| $164M | 0.01% |
3,763,052
+203,694
| +6% | +$8.86M |
|
984
Nice
NICE
$8.77B
| $163M | 0.01% |
966,697
+173,335
| +22% | +$29.3M |
|
985
Allegion
ALLE
$15.1B
| $163M | 0.01% |
1,132,223
+290,749
| +35% | +$41.9M |
|
986
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $163M | 0.01% |
2,072,545
-68,327
| -3% | -$5.37M |
|
987
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.18B
| $163M | 0.01% |
5,646,653
+711,354
| +14% | +$20.5M |
|
988
CarMax
KMX
$9.07B
| $162M | 0.01% |
2,414,253
+279,387
| +13% | +$18.8M |
|
989
Amdocs
DOX
$9.36B
| $162M | 0.01% |
1,775,480
-78,907
| -4% | -$7.2M |
|
990
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $162M | 0.01% |
2,978,616
+347,947
| +13% | +$18.9M |
|
991
Aaon
AAON
$6.71B
| $162M | 0.01% |
2,194,524
+213,130
| +11% | +$15.7M |
|
992
Ralph Lauren
RL
$19.2B
| $162M | 0.01% |
589,756
+81,617
| +16% | +$22.4M |
|
993
VanEck Oil Services ETF
OIH
$857M
| $162M | 0.01% |
701,720
+243,453
| +53% | +$56.1M |
|
994
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $162M | 0.01% |
3,161,171
+492,412
| +18% | +$25.2M |
|
|
TEM
995
Tempus AI, Inc. Class A Common Stock
TEM
$15B
| $161M | 0.01% |
2,539,455
+1,418,124
| +126% | +$90.1M |
|
996
PGIM AAA CLO ETF
PAAA
$4.29B
| $161M | 0.01% |
3,128,135
+408,389
| +15% | +$21M |
|
|
CNH
997
CNH Industrial
CNH
$13.7B
| $161M | 0.01% |
12,412,516
+3,200,118
| +35% | +$41.5M |
|
998
Brown-Forman Class B
BF.B
$12.8B
| $160M | 0.01% |
5,956,380
+575,030
| +11% | +$15.5M |
|
999
Lithia Motors
LAD
$8.67B
| $160M | 0.01% |
474,177
+97,332
| +26% | +$32.9M |
|
1000
SouthState Bank Corporation
SSB
$10.3B
| $160M | 0.01% |
1,739,026
+143
| +0% | +$13.2K |
|