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 | |
|---|---|---|---|---|---|---|
1176
Mizuho Financial
MFG
$82.4B
| $111M | 0.01% |
22,799,660
-8,029
| -0% | -$39.3K |
|
1177
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $111M | 0.01% |
5,383,189
-21,225
| -0.4% | -$438K |
|
1178
Columbia EM Core ex-China ETF
XCEM
$1.23B
| $111M | 0.01% |
3,748,567
-415,522
| -10% | -$12.3M |
|
1179
Kornit Digital
KRNT
$667M
| $110M | 0.01% |
3,560,224
-722,080
| -17% | -$22.3M |
|
1180
Rocket Lab Corporation Common Stock
RKLB
$23.4B
| $110M | 0.01% |
4,325,929
+1,789,428
| +71% | +$45.6M |
|
1181
Western Alliance Bancorporation
WAL
$9.89B
| $110M | 0.01% |
1,314,862
+455,170
| +53% | +$38M |
|
|
NARI
1182
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $110M | 0.01% |
2,150,771
+989,513
| +85% | +$50.5M |
|
|
CNH
1183
CNH Industrial
CNH
$14B
| $110M | 0.01% |
9,669,491
-3,632,660
| -27% | -$41.2M |
|
1184
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $110M | 0.01% |
2,311,637
-3,311,807
| -59% | -$157M |
|
1185
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.19B
| $109M | 0.01% |
3,758,184
+915,859
| +32% | +$26.7M |
|
1186
Addus HomeCare
ADUS
$2.07B
| $109M | 0.01% |
871,271
+161,176
| +23% | +$20.2M |
|
1187
Cohen & Steers
CNS
$3.66B
| $109M | 0.01% |
1,182,261
+73,278
| +7% | +$6.77M |
|
1188
Ericsson
ERIC
$26.8B
| $109M | 0.01% |
13,538,463
+5,582,017
| +70% | +$45M |
|
1189
Tarsus Pharmaceuticals
TARS
$2.19B
| $109M | 0.01% |
1,969,071
-239,517
| -11% | -$13.3M |
|
1190
Kyndryl
KD
$7.57B
| $109M | 0.01% |
3,149,221
+306,549
| +11% | +$10.6M |
|
1191
ORIX
IX
$30.2B
| $109M | 0.01% |
5,114,340
-31,770
| -0.6% | -$675K |
|
1192
Inspire Medical Systems
INSP
$2.45B
| $108M | 0.01% |
584,628
+221,321
| +61% | +$41M |
|
1193
Range Resources
RRC
$8.38B
| $108M | 0.01% |
3,011,185
+754,798
| +33% | +$27.2M |
|
1194
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.84B
| $108M | 0.01% |
1,024,565
+16,390
| +2% | +$1.73M |
|
1195
AAM Low Duration Preferred and Income Securities ETF
PFLD
$492M
| $108M | 0.01% |
5,248,739
+93,803
| +2% | +$1.93M |
|
1196
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
| $107M | 0.01% |
3,526,624
+153,038
| +5% | +$4.66M |
|
1197
Gentex
GNTX
$6.24B
| $107M | 0.01% |
3,741,083
+20,541
| +0.6% | +$590K |
|
1198
RenaissanceRe
RNR
$11.5B
| $107M | 0.01% |
431,930
-31,906
| -7% | -$7.94M |
|
1199
Ralph Lauren
RL
$19.2B
| $107M | 0.01% |
464,045
-23,039
| -5% | -$5.32M |
|
1200
Agilon Health
AGL
$448M
| $107M | 0.01% |
56,237,711
+5,296
| +0% | +$10.1K |
|