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 | |
|---|---|---|---|---|---|---|
1301
Applied Industrial Technologies
AIT
$9.94B
| $93.6M | 0.01% |
391,011
+30,779
| +9% | +$7.37M |
|
1302
Global X Conscious Companies ETF
KRMA
$689M
| $93.6M | 0.01% |
2,393,358
-6,221
| -0.3% | -$243K |
|
1303
Eagle Materials
EXP
$7.57B
| $93.5M | 0.01% |
378,892
+70,020
| +23% | +$17.3M |
|
1304
Insmed
INSM
$30.8B
| $93.3M | 0.01% |
1,351,365
+30,374
| +2% | +$2.1M |
|
1305
Tenet Healthcare
THC
$17B
| $93.2M | 0.01% |
738,649
-287,153
| -28% | -$36.2M |
|
1306
EXL Service
EXLS
$7.04B
| $93.2M | 0.01% |
2,100,238
-451,504
| -18% | -$20M |
|
1307
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.26B
| $93.1M | 0.01% |
5,074,748
+651,372
| +15% | +$11.9M |
|
1308
Tetra Tech
TTEK
$9.5B
| $93M | 0.01% |
2,335,231
+9,644
| +0.4% | +$384K |
|
1309
ESCO Technologies
ESE
$5.38B
| $93M | 0.01% |
698,178
+85,110
| +14% | +$11.3M |
|
1310
CareTrust REIT
CTRE
$7.62B
| $92.6M | 0.01% |
3,422,835
+921,192
| +37% | +$24.9M |
|
1311
Valaris
VAL
$3.71B
| $92.6M | 0.01% |
2,092,568
+1,547,656
| +284% | +$68.5M |
|
1312
Antero Midstream
AM
$8.91B
| $92.4M | 0.01% |
6,123,492
+282,282
| +5% | +$4.26M |
|
1313
WESCO International
WCC
$10.4B
| $92.4M | 0.01% |
510,398
+22,370
| +5% | +$4.05M |
|
1314
Atlantic Union Bankshares
AUB
$5.05B
| $92.3M | 0.01% |
2,435,912
+1,702,751
| +232% | +$64.5M |
|
1315
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $92.2M | 0.01% |
2,284,996
-3,437
| -0.2% | -$139K |
|
1316
Remitly
RELY
$3.74B
| $92.2M | 0.01% |
4,082,875
-364,535
| -8% | -$8.23M |
|
1317
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.61B
| $92.1M | 0.01% |
2,651,293
-163,027
| -6% | -$5.67M |
|
1318
Old Republic International
ORI
$10B
| $92M | 0.01% |
2,543,495
+53,632
| +2% | +$1.94M |
|
1319
US Physical Therapy
USPH
$1.22B
| $92M | 0.01% |
1,037,184
-167,614
| -14% | -$14.9M |
|
1320
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $92M | 0.01% |
2,879,059
+46,843
| +2% | +$1.5M |
|
1321
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $92M | 0.01% |
1,287,721
-9,873
| -0.8% | -$705K |
|
1322
Acushnet Holdings
GOLF
$4.38B
| $91.7M | 0.01% |
1,290,452
+25,959
| +2% | +$1.85M |
|
1323
Kinross Gold
KGC
$28.4B
| $91.7M | 0.01% |
9,890,554
-364,599
| -4% | -$3.38M |
|
1324
Exelixis
EXEL
$10.5B
| $91.7M | 0.01% |
2,752,573
+620,209
| +29% | +$20.7M |
|
1325
BCE
BCE
$22.5B
| $91.6M | 0.01% |
3,950,240
-2,015,655
| -34% | -$46.7M |
|