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 | |
|---|---|---|---|---|---|---|
1276
Encompass Health
EHC
$12.7B
| $52.3M | 0.01% |
842,321
+181,590
| +27% | +$11.3M |
|
1277
First Trust Indxx NextG ETF
NXTG
$406M
| $52.2M | 0.01% |
683,311
+19,767
| +3% | +$1.51M |
|
1278
Fox Class A
FOXA
$26B
| $52.1M | 0.01% |
1,403,902
-394,595
| -22% | -$14.7M |
|
|
STMP
1279
DELISTED
Stamps.com, Inc.
STMP
| $52M | 0.01% |
259,419
+106,593
| +70% | +$21.3M |
|
1280
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$636M
| $51.9M | 0.01% |
829,133
-103,444
| -11% | -$6.48M |
|
1281
Everest Group
EG
$14.7B
| $51.9M | 0.01% |
206,023
+2,655
| +1% | +$669K |
|
1282
Radware
RDWR
$1.1B
| $51.9M | 0.01% |
1,684,661
-286,697
| -15% | -$8.82M |
|
|
FOCS
1283
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $51.7M | 0.01% |
1,066,645
-668,528
| -39% | -$32.4M |
|
1284
InMode
INMD
$937M
| $51.7M | 0.01% |
1,092,084
+177,830
| +19% | +$8.42M |
|
1285
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$689M
| $51.7M | 0.01% |
942,066
+99,762
| +12% | +$5.47M |
|
1286
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $51.5M | 0.01% |
1,909,308
+2,037
| +0.1% | +$55K |
|
1287
Canadian Natural Resources
CNQ
$64.9B
| $51.5M | 0.01% |
2,896,457
-2,946,540
| -50% | -$52.4M |
|
1288
Ormat Technologies
ORA
$5.53B
| $51.4M | 0.01% |
738,866
+680,613
| +1,168% | +$47.3M |
|
1289
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $51.3M | 0.01% |
913,446
+13,870
| +2% | +$779K |
|
1290
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
| $51.3M | 0.01% |
925,685
-44,815
| -5% | -$2.48M |
|
1291
iShares US Equity Factor ETF
LRGF
$2.9B
| $51.3M | 0.01% |
1,197,038
+94,525
| +9% | +$4.05M |
|
1292
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $51.1M | 0.01% |
1,853,525
-419,349
| -18% | -$11.6M |
|
1293
Chart Industries
GTLS
$8.95B
| $51.1M | 0.01% |
349,178
+125,980
| +56% | +$18.4M |
|
1294
Dayforce
DAY
$10.9B
| $51.1M | 0.01% |
532,360
+18,865
| +4% | +$1.81M |
|
1295
Incyte
INCY
$16.2B
| $51M | 0.01% |
606,554
+20,387
| +3% | +$1.72M |
|
1296
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $51M | 0.01% |
2,285,569
+194,891
| +9% | +$4.35M |
|
1297
Cincinnati Financial
CINF
$24.5B
| $51M | 0.01% |
437,025
-239,234
| -35% | -$27.9M |
|
1298
IQ MacKay Municipal Insured ETF
MMIN
$342M
| $50.8M | 0.01% |
1,836,133
+154,971
| +9% | +$4.29M |
|
1299
Westlake Corp
WLK
$11.3B
| $50.7M | 0.01% |
563,210
+331,277
| +143% | +$29.8M |
|
1300
iShares US Regional Banks ETF
IAT
$651M
| $50.7M | 0.01% |
881,088
+14,710
| +2% | +$846K |
|