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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Invesco Large Cap Growth ETF
PWB
$1.62B
| $60.5M | 0.01% |
812,641
-15,056
| -2% | -$1.12M |
|
1177
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $60.1M | 0.01% |
1,846,690
+68,900
| +4% | +$2.24M |
|
|
FSD
1178
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
| $59.9M | 0.01% |
3,805,552
+362,691
| +11% | +$5.71M |
|
1179
Macy's
M
$4.54B
| $59.9M | 0.01% |
3,159,669
-1,049,614
| -25% | -$19.9M |
|
1180
Pacer Trendpilot US Bond ETF
PTBD
$131M
| $59.8M | 0.01% |
2,157,168
+1,739,348
| +416% | +$48.2M |
|
1181
JetBlue
JBLU
$1.84B
| $59.8M | 0.01% |
3,561,483
+1,760,210
| +98% | +$29.5M |
|
|
SDHY
1182
PGIM Short Duration High Yield Opportunities Fund
SDHY
$420M
| $59.7M | 0.01% |
3,003,842
+282,093
| +10% | +$5.61M |
|
1183
RH
RH
$4.08B
| $59.7M | 0.01% |
87,906
+28,841
| +49% | +$19.6M |
|
1184
KE Holdings
BEKE
$23.7B
| $59.6M | 0.01% |
1,250,843
-2,193,512
| -64% | -$105M |
|
1185
Pinnacle West Capital
PNW
$10.5B
| $59.6M | 0.01% |
727,344
+321,287
| +79% | +$26.3M |
|
1186
FIVE9
FIVN
$2B
| $59.6M | 0.01% |
324,815
+35,382
| +12% | +$6.49M |
|
1187
Principal Financial Group
PFG
$18.4B
| $59.6M | 0.01% |
942,516
-30,650
| -3% | -$1.94M |
|
|
JNPR
1188
DELISTED
Juniper Networks
JNPR
| $59.5M | 0.01% |
2,176,905
+487,563
| +29% | +$13.3M |
|
1189
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
| $59.1M | 0.01% |
915,568
-16,539
| -2% | -$1.07M |
|
1190
Doximity
DOCS
$13.3B
| $59.1M | 0.01% |
+1,014,889
| New | +$59.1M |
|
1191
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $59M | 0.01% |
3,685,233
+360,824
| +11% | +$5.78M |
|
1192
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.14B
| $58.9M | 0.01% |
2,330,377
-105,945
| -4% | -$2.68M |
|
1193
Lear
LEA
$5.62B
| $58.9M | 0.01% |
335,902
+223,207
| +198% | +$39.1M |
|
1194
Sumitomo Mitsui Financial
SMFG
$107B
| $58.8M | 0.01% |
8,531,266
+789,643
| +10% | +$5.44M |
|
1195
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
| $58.6M | 0.01% |
565,332
-20,730
| -4% | -$2.15M |
|
|
DSL
1196
DoubleLine Income Solutions Fund
DSL
$1.44B
| $58.6M | 0.01% |
3,238,709
+79,509
| +3% | +$1.44M |
|
1197
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $58.6M | 0.01% |
732,127
+64,961
| +10% | +$5.2M |
|
|
DLY
1198
DoubleLine Yield Opportunities Fund
DLY
$754M
| $58.5M | 0.01% |
2,925,283
+262,389
| +10% | +$5.25M |
|
1199
Ovintiv
OVV
$10.8B
| $58.4M | 0.01% |
1,856,845
+568,546
| +44% | +$17.9M |
|
1200
Essential Utilities
WTRG
$10.7B
| $58.4M | 0.01% |
1,277,626
-195,216
| -13% | -$8.92M |
|