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 | |
|---|---|---|---|---|---|---|
1276
DT Midstream
DTM
$10.9B
| $105M | 0.01% |
959,552
-64,830
| -6% | -$7.13M |
|
1277
Brookfield Infrastructure
BIPC
$4.76B
| $105M | 0.01% |
2,533,697
+571,867
| +29% | +$23.8M |
|
1278
Etsy
ETSY
$5.84B
| $105M | 0.01% |
2,100,934
+545,389
| +35% | +$27.4M |
|
1279
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.9B
| $105M | 0.01% |
4,510,759
+429,013
| +11% | +$10M |
|
1280
Installed Building Products
IBP
$7.27B
| $105M | 0.01% |
583,401
-70,485
| -11% | -$12.7M |
|
1281
Invesco
IVZ
$10B
| $105M | 0.01% |
6,662,406
+116,080
| +2% | +$1.83M |
|
1282
Insmed
INSM
$30.8B
| $105M | 0.01% |
1,043,791
-15,865
| -1% | -$1.6M |
|
1283
Lloyds Banking Group
LYG
$67B
| $105M | 0.01% |
24,644,215
+4,054,888
| +20% | +$17.2M |
|
1284
First Trust Health Care AlphaDEX Fund
FXH
$922M
| $105M | 0.01% |
1,009,987
-95,002
| -9% | -$9.85M |
|
1285
Peloton Interactive
PTON
$3.09B
| $105M | 0.01% |
15,082,051
-1,970,267
| -12% | -$13.7M |
|
1286
Agree Realty
ADC
$8.09B
| $105M | 0.01% |
1,430,352
-296,961
| -17% | -$21.7M |
|
1287
ATI
ATI
$10.5B
| $104M | 0.01% |
1,207,211
+104,752
| +10% | +$9.04M |
|
1288
Ally Financial
ALLY
$13B
| $104M | 0.01% |
2,674,448
-1,709,641
| -39% | -$66.6M |
|
1289
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
| $104M | 0.01% |
2,054,061
-133,093
| -6% | -$6.74M |
|
1290
RenaissanceRe
RNR
$11.6B
| $104M | 0.01% |
427,048
-47,718
| -10% | -$11.6M |
|
1291
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $104M | 0.01% |
4,269,511
+89,258
| +2% | +$2.16M |
|
1292
First Horizon
FHN
$11.4B
| $104M | 0.01% |
4,882,869
+241,736
| +5% | +$5.12M |
|
1293
SLM Corp
SLM
$5.86B
| $103M | 0.01% |
3,154,706
+419,714
| +15% | +$13.8M |
|
1294
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.4B
| $103M | 0.01% |
9,471,741
-627,220
| -6% | -$6.85M |
|
1295
Braze
BRZE
$3.35B
| $103M | 0.01% |
3,677,733
-125,571
| -3% | -$3.53M |
|
1296
Global X Defense Tech ETF
SHLD
$3.66B
| $103M | 0.01% |
1,711,271
+949,998
| +125% | +$57.2M |
|
1297
Universal Display
OLED
$6.49B
| $103M | 0.01% |
666,674
+232,646
| +54% | +$35.9M |
|
1298
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.1B
| $103M | 0.01% |
4,048,765
+307,887
| +8% | +$7.83M |
|
|
AOD
1299
abrdn Total Dynamic Dividend Fund
AOD
$985M
| $103M | 0.01% |
11,601,622
+259,265
| +2% | +$2.3M |
|
1300
Sanmina
SANM
$6.24B
| $103M | 0.01% |
1,049,062
-128,835
| -11% | -$12.6M |
|