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 | |
|---|---|---|---|---|---|---|
1376
The Ensign Group
ENSG
$9.66B
| $85.2M | 0.01% |
641,490
-88,172
| -12% | -$11.7M |
|
1377
Regal Rexnord
RRX
$9.37B
| $85M | 0.01% |
548,110
+71,279
| +15% | +$11.1M |
|
1378
Prestige Consumer Healthcare
PBH
$3.17B
| $84.8M | 0.01% |
1,085,793
-34,346
| -3% | -$2.68M |
|
1379
Global X US Preferred ETF
PFFD
$2.37B
| $84.7M | 0.01% |
4,342,194
-273,384
| -6% | -$5.33M |
|
1380
BioNTech
BNTX
$24.1B
| $84.7M | 0.01% |
743,383
+67,467
| +10% | +$7.69M |
|
1381
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
| $84.4M | 0.01% |
2,456,682
+213,409
| +10% | +$7.33M |
|
1382
Pinnacle Financial Partners
PNFP
$7.53B
| $84.4M | 0.01% |
737,614
-10,276
| -1% | -$1.18M |
|
1383
Telefonica
TEF
$30.1B
| $84.3M | 0.01% |
20,975,222
+347,046
| +2% | +$1.4M |
|
1384
SharkNinja
SN
$16.1B
| $84.3M | 0.01% |
865,473
-249,044
| -22% | -$24.2M |
|
1385
ATI
ATI
$10.5B
| $84.1M | 0.01% |
1,528,191
-172,119
| -10% | -$9.47M |
|
1386
Voya Financial
VOYA
$7.37B
| $84M | 0.01% |
1,220,392
-24,271
| -2% | -$1.67M |
|
1387
Global X Uranium ETF
URA
$4.28B
| $84M | 0.01% |
3,136,144
-886,167
| -22% | -$23.7M |
|
1388
iShares MSCI Canada ETF
EWC
$3.27B
| $83.9M | 0.01% |
2,080,713
+19,651
| +1% | +$792K |
|
1389
DXC Technology
DXC
$2.56B
| $83.8M | 0.01% |
4,194,536
+49,201
| +1% | +$983K |
|
1390
Bilibili
BILI
$10.6B
| $83.8M | 0.01% |
4,624,849
+2,308,016
| +100% | +$41.8M |
|
1391
Atour Lifestyle Holdings
ATAT
$5.47B
| $83.7M | 0.01% |
3,113,439
+1,529,066
| +97% | +$41.1M |
|
1392
Roku
ROKU
$13.8B
| $83.7M | 0.01% |
1,125,976
-236,850
| -17% | -$17.6M |
|
|
ENLC
1393
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $83.7M | 0.01% |
5,913,033
-1,479,781
| -20% | -$20.9M |
|
1394
Eaton Vance Short Duration Municipal Income ETF
EVSM
$447M
| $83.7M | 0.01% |
1,677,867
+403,499
| +32% | +$20.1M |
|
1395
BlackRock Enhanced Global Dividend Trust
BOE
$651M
| $83.5M | 0.01% |
7,749,596
-155,755
| -2% | -$1.68M |
|
1396
HEICO Class A
HEI.A
$35.2B
| $83M | 0.01% |
446,145
+51,244
| +13% | +$9.54M |
|
1397
Zai Lab
ZLAB
$3.66B
| $82.9M | 0.01% |
3,166,946
+1,452,589
| +85% | +$38M |
|
1398
Coursera
COUR
$1.77B
| $82.9M | 0.01% |
9,753,561
+7,843,923
| +411% | +$66.7M |
|
1399
Omega Healthcare
OHI
$12.5B
| $82.8M | 0.01% |
2,187,603
+54,130
| +3% | +$2.05M |
|
1400
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.77B
| $82.7M | 0.01% |
1,023,602
+113,182
| +12% | +$9.15M |
|