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 | |
|---|---|---|---|---|---|---|
1226
Sun Communities
SUI
$16.3B
| $113M | 0.01% |
897,195
-18,669
| -2% | -$2.36M |
|
1227
Brinker International
EAT
$6.84B
| $113M | 0.01% |
629,289
+30,489
| +5% | +$5.5M |
|
1228
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.09B
| $113M | 0.01% |
3,850,319
+85,137
| +2% | +$2.51M |
|
1229
First Trust Technology AlphaDEX Fund
FXL
$1.41B
| $113M | 0.01% |
720,754
+17,760
| +3% | +$2.79M |
|
1230
Oshkosh
OSK
$8.77B
| $113M | 0.01% |
997,962
-28,378
| -3% | -$3.22M |
|
1231
Genpact
G
$7.41B
| $113M | 0.01% |
2,572,467
+1,135,459
| +79% | +$50M |
|
1232
Sterling Infrastructure
STRL
$9.54B
| $113M | 0.01% |
490,209
+183,803
| +60% | +$42.4M |
|
1233
e.l.f. Beauty
ELF
$7.67B
| $113M | 0.01% |
907,936
-28,373
| -3% | -$3.53M |
|
|
NBIS
1234
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $113M | 0.01% |
2,041,797
-141,593
| -6% | -$7.83M |
|
1235
H&R Block
HRB
$6.86B
| $113M | 0.01% |
2,054,586
-95,426
| -4% | -$5.24M |
|
1236
Capital Group Short Duration Income ETF
CGSD
$1.53B
| $113M | 0.01% |
4,345,569
+1,825,027
| +72% | +$47.3M |
|
1237
US Global Jets ETF
JETS
$824M
| $112M | 0.01% |
4,883,653
+1,874,822
| +62% | +$43.1M |
|
1238
Houlihan Lokey
HLI
$14.4B
| $112M | 0.01% |
623,260
+76,462
| +14% | +$13.8M |
|
1239
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.87B
| $111M | 0.01% |
1,499,019
-51,059
| -3% | -$3.79M |
|
1240
Teva Pharmaceuticals
TEVA
$22.9B
| $111M | 0.01% |
6,613,553
-4,384,373
| -40% | -$73.5M |
|
1241
Kratos Defense & Security Solutions
KTOS
$11.7B
| $111M | 0.01% |
2,381,497
-54,550
| -2% | -$2.53M |
|
1242
Universal Health Services
UHS
$12.2B
| $110M | 0.01% |
609,958
+36,782
| +6% | +$6.66M |
|
1243
Integer Holdings
ITGR
$3.55B
| $110M | 0.01% |
898,233
+74,817
| +9% | +$9.2M |
|
1244
ACI Worldwide
ACIW
$5.18B
| $110M | 0.01% |
2,404,528
+190,200
| +9% | +$8.73M |
|
|
JBS
1245
JBS N.V.
JBS
$35B
| $110M | 0.01% |
+7,554,358
| New | +$110M |
|
1246
ARK Web x.0 ETF
ARKW
$2.45B
| $110M | 0.01% |
747,006
+43,170
| +6% | +$6.37M |
|
1247
TechnipFMC
FTI
$16.4B
| $110M | 0.01% |
3,200,238
+1,271,249
| +66% | +$43.8M |
|
1248
STMicroelectronics
STM
$23.1B
| $110M | 0.01% |
3,612,679
-1,733,964
| -32% | -$52.7M |
|
1249
PJT Partners
PJT
$4.47B
| $110M | 0.01% |
665,523
+44,910
| +7% | +$7.41M |
|
1250
Hamilton Lane
HLNE
$6.53B
| $110M | 0.01% |
772,254
+21,052
| +3% | +$2.99M |
|