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 | |
|---|---|---|---|---|---|---|
1326
Allison Transmission
ALSN
$7.57B
| $91.3M | 0.01% |
844,450
+93,789
| +12% | +$10.1M |
|
1327
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $90.9M | 0.01% |
2,125,367
+160,499
| +8% | +$6.86M |
|
1328
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $90.9M | 0.01% |
1,756,385
+231,041
| +15% | +$12M |
|
1329
Granite Construction
GVA
$4.8B
| $90.8M | 0.01% |
1,035,584
+4,156
| +0.4% | +$365K |
|
1330
Trex
TREX
$6.43B
| $90.6M | 0.01% |
1,312,006
+409,566
| +45% | +$28.3M |
|
1331
iShares Morningstar Mid-Cap ETF
IMCB
$1.2B
| $90.6M | 0.01% |
1,189,258
+273,249
| +30% | +$20.8M |
|
1332
InterDigital
IDCC
$7.7B
| $90.2M | 0.01% |
465,399
+60,282
| +15% | +$11.7M |
|
|
SGI
1333
Somnigroup International Inc.
SGI
$17.9B
| $90.1M | 0.01% |
1,588,951
-534,584
| -25% | -$30.3M |
|
1334
Stellantis
STLA
$27.6B
| $90M | 0.01% |
6,896,306
+1,261,888
| +22% | +$16.5M |
|
|
AOD
1335
abrdn Total Dynamic Dividend Fund
AOD
$976M
| $89.9M | 0.01% |
10,694,034
+548,853
| +5% | +$4.62M |
|
1336
PJT Partners
PJT
$4.37B
| $89.9M | 0.01% |
569,897
-5,946
| -1% | -$938K |
|
1337
Solventum
SOLV
$12.3B
| $89.9M | 0.01% |
1,360,649
-60,391
| -4% | -$3.99M |
|
1338
iShares Europe ETF
IEV
$2.35B
| $89.8M | 0.01% |
1,724,602
+9,636
| +0.6% | +$502K |
|
1339
Lear
LEA
$5.81B
| $89.6M | 0.01% |
946,434
+95,317
| +11% | +$9.03M |
|
1340
Praxis Precision Medicines
PRAX
$847M
| $89.5M | 0.01% |
1,163,526
+1,083,026
| +1,345% | +$83.3M |
|
1341
Putnam Focused Large Cap Value ETF
PVAL
$4.28B
| $89.4M | 0.01% |
2,409,551
+1,343,766
| +126% | +$49.9M |
|
1342
CNX Resources
CNX
$4.14B
| $89.3M | 0.01% |
2,435,993
+287,822
| +13% | +$10.6M |
|
1343
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $89M | 0.01% |
848,049
+26,436
| +3% | +$2.77M |
|
1344
Vista Energy
VIST
$3.98B
| $88.9M | 0.01% |
1,642,953
-1,854,399
| -53% | -$100M |
|
1345
Ovintiv
OVV
$11B
| $88.8M | 0.01% |
2,191,452
-1,043,145
| -32% | -$42.2M |
|
1346
ARK Web x.0 ETF
ARKW
$2.43B
| $88.6M | 0.01% |
820,417
+100,751
| +14% | +$10.9M |
|
1347
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.1B
| $88.4M | 0.01% |
3,549,977
+484,408
| +16% | +$12.1M |
|
1348
PGIM AAA CLO ETF
PAAA
$4.29B
| $88.4M | 0.01% |
1,726,111
+1,541,509
| +835% | +$78.9M |
|
1349
Charles River Laboratories
CRL
$7.86B
| $88.3M | 0.01% |
478,497
+10,299
| +2% | +$1.9M |
|
1350
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $88.3M | 0.01% |
3,372,645
+172,361
| +5% | +$4.51M |
|