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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ECG
1401
Everus Construction Group
ECG
$4.62B
| $101M | 0.01% |
1,177,546
+100,922
|
|
||
1402
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.59B
| $101M | 0.01% |
2,090,111
+35,200
|
|
||
1403
iShares California Muni Bond ETF
CMF
$3.7B
| $101M | 0.01% |
1,769,653
-7,223
|
|
||
1404
AAM Low Duration Preferred and Income Securities ETF
PFLD
$466M
| $101M | 0.01% |
5,117,852
-40,330
|
|
||
1405
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.43B
| $101M | 0.01% |
2,764,478
+523,269
|
|
||
1406
BCE
BCE
$21.9B
| $100M | 0.01% |
4,289,251
-1,607,300
|
|
||
1407
Encompass Health
EHC
$10.8B
| $100M | 0.01% |
788,210
+17,241
|
|
||
1408
Dayforce
DAY
$11.1B
| $100M | 0.01% |
1,451,198
-728,266
|
|
||
1409
MasTec
MTZ
$17.5B
| $99.7M | 0.01% |
468,271
-60,670
|
|
||
1410
Teck Resources
TECK
$21.4B
| $99.6M | 0.01% |
2,268,674
-762,756
|
|
||
1411
Quaker Houghton
KWR
$2.42B
| $99.3M | 0.01% |
753,382
-50,093
|
|
||
1412
Euronet Worldwide
EEFT
$3.25B
| $98.8M | 0.01% |
1,125,206
+121,572
|
|
||
1413
Regal Rexnord
RRX
$9.82B
| $98.7M | 0.01% |
688,061
+195,322
|
|
||
1414
Corcept Therapeutics
CORT
$8.51B
| $98.6M | 0.01% |
1,186,978
-427,115
|
|
||
1415
Lithia Motors
LAD
$8.39B
| $98.6M | 0.01% |
312,118
-162,059
|
|
||
1416
Fox Class B
FOX
$28.2B
| $98.4M | 0.01% |
1,717,974
-49,546
|
|
||
1417
Webster Financial
WBS
$10.3B
| $98.2M | 0.01% |
1,652,018
+158,671
|
|
||
1418
Viking Therapeutics
VKTX
$4.05B
| $98M | 0.01% |
3,729,117
+481,423
|
|
||
1419
Whirlpool
WHR
$4.36B
| $97.9M | 0.01% |
1,245,707
+174,348
|
|
||
1420
Selective Insurance
SIGI
$5.06B
| $97.8M | 0.01% |
1,205,975
-545,142
|
|
||
1421
RB Global
RBA
$19.2B
| $97.7M | 0.01% |
901,789
+86,981
|
|
||
1422
Roku
ROKU
$16.4B
| $97.7M | 0.01% |
975,345
-159,960
|
|
||
1423
SoundHound AI
SOUN
$4.6B
| $97.6M | 0.01% |
6,070,242
+2,061,443
|
|
||
1424
GlobalFoundries
GFS
$20.6B
| $97.6M | 0.01% |
2,723,449
+1,153,844
|
|
||
1425
Pinnacle Financial Partners
PNFP
$7.82B
| $97.4M | 0.01% |
1,038,592
+276,882
|
|