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 | |
|---|---|---|---|---|---|---|
1051
FMC
FMC
$4.77B
| $149M | 0.01% |
3,571,017
-199,550
| -5% | -$8.33M |
|
1052
Albemarle
ALB
$8.8B
| $149M | 0.01% |
2,377,390
+581,364
| +32% | +$36.4M |
|
1053
iShares MSCI Europe Financials ETF
EUFN
$4.46B
| $149M | 0.01% |
4,708,478
+480,994
| +11% | +$15.2M |
|
1054
Fortis
FTS
$24.8B
| $149M | 0.01% |
3,116,083
-706,601
| -18% | -$33.7M |
|
1055
iShares MSCI World ETF
URTH
$5.72B
| $148M | 0.01% |
875,450
+301,816
| +53% | +$51.1M |
|
1056
Dynatrace
DT
$14.7B
| $148M | 0.01% |
2,685,569
+635,874
| +31% | +$35.1M |
|
1057
Norwegian Cruise Line
NCLH
$12.2B
| $148M | 0.01% |
7,309,434
-3,429,740
| -32% | -$69.6M |
|
|
THRO
1058
iShares U.S. Thematic Rotation Active ETF
THRO
$5.7B
| $148M | 0.01% |
4,154,556
+3,939,850
| +1,835% | +$140M |
|
1059
NatWest
NWG
$58.2B
| $147M | 0.01% |
10,403,540
+3,361,737
| +48% | +$47.6M |
|
1060
Vanguard Consumer Discretionary ETF
VCR
$6.58B
| $147M | 0.01% |
406,182
+20,528
| +5% | +$7.44M |
|
1061
HealthEquity
HQY
$7.93B
| $147M | 0.01% |
1,404,168
-3,126
| -0.2% | -$327K |
|
1062
Commault Systems
CVLT
$7.83B
| $147M | 0.01% |
841,677
-85,143
| -9% | -$14.8M |
|
1063
Franklin Electric
FELE
$4.24B
| $147M | 0.01% |
1,634,337
+410,514
| +34% | +$36.8M |
|
1064
JPMorgan Core Plus Bond ETF
JCPB
$7.62B
| $147M | 0.01% |
3,115,372
+563,913
| +22% | +$26.5M |
|
1065
Sun Life Financial
SLF
$33.3B
| $146M | 0.01% |
2,203,935
+131,820
| +6% | +$8.76M |
|
1066
Generac Holdings
GNRC
$11B
| $146M | 0.01% |
1,022,390
+276,802
| +37% | +$39.6M |
|
1067
Stanley Black & Decker
SWK
$11.9B
| $146M | 0.01% |
2,160,637
+47,132
| +2% | +$3.19M |
|
1068
Franco-Nevada
FNV
$38.9B
| $146M | 0.01% |
892,588
+46,245
| +5% | +$7.58M |
|
1069
Semtech
SMTC
$5.34B
| $146M | 0.01% |
3,240,223
+1,398,002
| +76% | +$63.1M |
|
1070
Blue Owl Capital
OBDC
$7.25B
| $146M | 0.01% |
10,191,589
+1,946,802
| +24% | +$27.9M |
|
1071
Akamai
AKAM
$11.1B
| $145M | 0.01% |
1,823,843
-50,099
| -3% | -$4M |
|
1072
BWX Technologies
BWXT
$15.4B
| $145M | 0.01% |
1,009,145
+116,718
| +13% | +$16.8M |
|
1073
Revvity
RVTY
$9.65B
| $145M | 0.01% |
1,502,216
-1,298,059
| -46% | -$126M |
|
1074
Global X Artificial Intelligence & Technology ETF
AIQ
$4.89B
| $145M | 0.01% |
3,323,901
+539,222
| +19% | +$23.6M |
|
1075
Donaldson
DCI
$9.44B
| $145M | 0.01% |
2,093,384
+47,447
| +2% | +$3.29M |
|