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 | |
|---|---|---|---|---|---|---|
1026
Celanese
CE
$5.06B
| $153M | 0.01% |
2,773,893
-1,023,690
| -27% | -$56.6M |
|
1027
Medpace
MEDP
$13.9B
| $153M | 0.01% |
488,227
+188,421
| +63% | +$59.1M |
|
1028
Diageo
DEO
$56.5B
| $153M | 0.01% |
1,519,190
-173,394
| -10% | -$17.5M |
|
1029
News Corp Class A
NWSA
$16.6B
| $153M | 0.01% |
5,148,765
-129,899
| -2% | -$3.86M |
|
1030
SPDR S&P Aerospace & Defense ETF
XAR
$4.04B
| $153M | 0.01% |
723,866
-22,258
| -3% | -$4.7M |
|
1031
Reliance Steel & Aluminium
RS
$15.4B
| $153M | 0.01% |
486,200
-11,390
| -2% | -$3.58M |
|
1032
First Trust Managed Municipal ETF
FMB
$1.89B
| $152M | 0.01% |
3,059,263
+79,971
| +3% | +$3.98M |
|
1033
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
| $152M | 0.01% |
3,237,329
+266,170
| +9% | +$12.5M |
|
1034
Ciena
CIEN
$18.5B
| $152M | 0.01% |
1,870,080
+336,526
| +22% | +$27.4M |
|
1035
Selective Insurance
SIGI
$4.85B
| $152M | 0.01% |
1,751,117
-100,037
| -5% | -$8.67M |
|
1036
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.77B
| $152M | 0.01% |
7,397,729
+207,571
| +3% | +$4.25M |
|
1037
Everest Group
EG
$14.7B
| $151M | 0.01% |
444,327
-21,701
| -5% | -$7.38M |
|
1038
East-West Bancorp
EWBC
$15.2B
| $151M | 0.01% |
1,494,841
+424,886
| +40% | +$42.9M |
|
1039
Qorvo
QRVO
$7.98B
| $151M | 0.01% |
1,776,212
+197,505
| +13% | +$16.8M |
|
1040
Molson Coors Class B
TAP
$9.57B
| $151M | 0.01% |
3,133,520
-457,890
| -13% | -$22M |
|
1041
Fluor
FLR
$6.65B
| $151M | 0.01% |
2,936,709
+13,930
| +0.5% | +$714K |
|
1042
Group 1 Automotive
GPI
$6.09B
| $151M | 0.01% |
344,698
+25,398
| +8% | +$11.1M |
|
1043
Astera Labs
ALAB
$38.3B
| $150M | 0.01% |
1,663,241
+484,249
| +41% | +$43.8M |
|
1044
Wyndham Hotels & Resorts
WH
$6.61B
| $150M | 0.01% |
1,849,600
+220,951
| +14% | +$17.9M |
|
1045
Southern Copper
SCCO
$86.1B
| $150M | 0.01% |
1,499,646
-216,241
| -13% | -$21.7M |
|
1046
Essential Properties Realty Trust
EPRT
$5.93B
| $150M | 0.01% |
4,702,802
-223,941
| -5% | -$7.15M |
|
1047
Aptiv
APTV
$18.2B
| $150M | 0.01% |
2,198,593
-163,239
| -7% | -$11.1M |
|
1048
PTC
PTC
$24.5B
| $150M | 0.01% |
868,147
-52,081
| -6% | -$8.98M |
|
1049
Klaviyo
KVYO
$9.5B
| $149M | 0.01% |
4,443,649
+3,071,431
| +224% | +$103M |
|
1050
Robert Half
RHI
$3.66B
| $149M | 0.01% |
3,633,910
-479,913
| -12% | -$19.7M |
|