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 | |
|---|---|---|---|---|---|---|
1101
T. Rowe Price US Equity Research ETF
TSPA
$1.93B
| $124M | 0.01% |
3,358,817
+939,553
| +39% | +$34.7M |
|
1102
Ingredion
INGR
$8.14B
| $124M | 0.01% |
902,442
+25,404
| +3% | +$3.49M |
|
1103
Viking Holdings
VIK
$29B
| $124M | 0.01% |
2,817,354
+2,159,670
| +328% | +$95.2M |
|
1104
ING
ING
$73.9B
| $124M | 0.01% |
7,898,555
+268,949
| +4% | +$4.21M |
|
1105
Nutrien
NTR
$27.8B
| $124M | 0.01% |
2,765,482
-515,615
| -16% | -$23.1M |
|
1106
Crown Holdings
CCK
$11.4B
| $124M | 0.01% |
1,495,562
+302
| +0% | +$25K |
|
1107
Starwood Property Trust
STWD
$7.56B
| $123M | 0.01% |
6,516,619
+370,746
| +6% | +$7.03M |
|
|
JNPR
1108
DELISTED
Juniper Networks
JNPR
| $123M | 0.01% |
3,296,824
+41,158
| +1% | +$1.54M |
|
1109
Lincoln National
LNC
$7.99B
| $123M | 0.01% |
3,891,654
+91,278
| +2% | +$2.89M |
|
1110
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.01B
| $123M | 0.01% |
1,061,474
+52,915
| +5% | +$6.15M |
|
1111
First Financial Bankshares
FFIN
$5.13B
| $123M | 0.01% |
3,422,308
+114,983
| +3% | +$4.15M |
|
1112
Brown-Forman Class B
BF.B
$13B
| $123M | 0.01% |
3,247,953
+39,697
| +1% | +$1.51M |
|
1113
Exact Sciences
EXAS
$10.6B
| $123M | 0.01% |
2,191,593
+411,509
| +23% | +$23.1M |
|
1114
Zillow
Z
$21.6B
| $123M | 0.01% |
1,662,674
+122,539
| +8% | +$9.07M |
|
1115
New York Times
NYT
$9.53B
| $123M | 0.01% |
2,362,264
+323,168
| +16% | +$16.8M |
|
1116
iShares US Industrials ETF
IYJ
$1.69B
| $122M | 0.01% |
915,737
+57,171
| +7% | +$7.63M |
|
1117
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $122M | 0.01% |
12,561,175
-672,713
| -5% | -$6.54M |
|
1118
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
| $122M | 0.01% |
2,231,186
+173,405
| +8% | +$9.48M |
|
1119
STMicroelectronics
STM
$23.3B
| $122M | 0.01% |
4,884,540
+1,618,092
| +50% | +$40.4M |
|
1120
Masimo
MASI
$7.94B
| $122M | 0.01% |
737,841
+985
| +0.1% | +$163K |
|
1121
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $122M | 0.01% |
1,212,308
+67,226
| +6% | +$6.76M |
|
1122
Stride
LRN
$7.03B
| $122M | 0.01% |
1,169,288
-175,389
| -13% | -$18.2M |
|
1123
Murphy USA
MUSA
$7.59B
| $121M | 0.01% |
241,667
+19,402
| +9% | +$9.74M |
|
1124
Natural Resource Partners
NRP
$1.35B
| $121M | 0.01% |
1,089,347
+176,512
| +19% | +$19.6M |
|
1125
Integra LifeSciences
IART
$1.21B
| $121M | 0.01% |
5,321,243
+64,887
| +1% | +$1.47M |
|