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
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Franklin Electric
FELE
$4.21B
| $60.4M | 0.01% |
587,131
+54,819
| +10% | +$5.64M |
|
1427
TFI International
TFII
$7.77B
| $60.3M | 0.01% |
529,010
+184,427
| +54% | +$21M |
|
1428
Omega Healthcare
OHI
$12.5B
| $60.3M | 0.01% |
1,963,407
-150,422
| -7% | -$4.62M |
|
1429
Cheniere Energy
CQP
$25.2B
| $59.9M | 0.01% |
1,298,844
-196,443
| -13% | -$9.06M |
|
1430
Eagle Materials
EXP
$7.57B
| $59.9M | 0.01% |
321,199
+45,161
| +16% | +$8.42M |
|
1431
ProShares Short QQQ
PSQ
$536M
| $59.9M | 0.01% |
1,132,625
-810,189
| -42% | -$42.8M |
|
|
FLG
1432
Flagstar Financial, Inc.
FLG
$5.27B
| $59.8M | 0.01% |
1,774,481
-27,888
| -2% | -$940K |
|
1433
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
| $59.6M | 0.01% |
338,036
+256,455
| +314% | +$45.3M |
|
1434
Global X Lithium & Battery Tech ETF
LIT
$1.14B
| $59.5M | 0.01% |
915,810
-35,216
| -4% | -$2.29M |
|
|
EXE
1435
Expand Energy Corporation Common Stock
EXE
$22.9B
| $59.5M | 0.01% |
711,518
+214,876
| +43% | +$18M |
|
1436
DT Midstream
DTM
$10.9B
| $59.5M | 0.01% |
1,200,359
+145,098
| +14% | +$7.19M |
|
1437
Kornit Digital
KRNT
$647M
| $59.5M | 0.01% |
2,025,670
+1,089,423
| +116% | +$32M |
|
1438
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $59.4M | 0.01% |
834,927
-55,955
| -6% | -$3.98M |
|
1439
Allegro MicroSystems
ALGM
$5.51B
| $59.4M | 0.01% |
1,315,479
+447,634
| +52% | +$20.2M |
|
1440
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$848M
| $59.3M | 0.01% |
1,514,259
-320,542
| -17% | -$12.5M |
|
1441
ATI
ATI
$10.5B
| $59.2M | 0.01% |
1,339,254
-118,296
| -8% | -$5.23M |
|
1442
News Corp Class A
NWSA
$16.5B
| $59.2M | 0.01% |
3,033,981
-189,982
| -6% | -$3.7M |
|
1443
Mueller Industries
MLI
$11B
| $59.1M | 0.01% |
1,354,122
+42,460
| +3% | +$1.85M |
|
1444
iShares US Financial Services ETF
IYG
$1.93B
| $58.9M | 0.01% |
1,119,033
-103,743
| -8% | -$5.46M |
|
1445
Spirit AeroSystems
SPR
$4.54B
| $58.8M | 0.01% |
2,013,562
+40,728
| +2% | +$1.19M |
|
|
FL
1446
DELISTED
Foot Locker
FL
| $58.7M | 0.01% |
2,166,576
+281,705
| +15% | +$7.64M |
|
1447
SPDR S&P Retail ETF
XRT
$436M
| $58.7M | 0.01% |
921,153
-742,545
| -45% | -$47.3M |
|
1448
Prudential
PUK
$35.5B
| $58.7M | 0.01% |
2,073,017
+10,900
| +0.5% | +$309K |
|
1449
James Hardie Industries plc
JHX
$11.6B
| $58.6M | 0.01% |
2,178,764
+201,887
| +10% | +$5.43M |
|
1450
Group 1 Automotive
GPI
$6.03B
| $58.6M | 0.01% |
226,980
-10,108
| -4% | -$2.61M |
|