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 | |
|---|---|---|---|---|---|---|
1426
Lyft
LYFT
$7.7B
| $80.2M | 0.01% |
6,219,125
+1,170,570
| +23% | +$15.1M |
|
1427
Carpenter Technology
CRS
$12B
| $80.1M | 0.01% |
472,171
-191,603
| -29% | -$32.5M |
|
1428
Imperial Oil
IMO
$46.5B
| $79.9M | 0.01% |
1,297,799
+250,387
| +24% | +$15.4M |
|
1429
Vornado Realty Trust
VNO
$8.23B
| $79.9M | 0.01% |
1,900,901
-369,482
| -16% | -$15.5M |
|
1430
iShares MSCI USA Value Factor ETF
VLUE
$7.29B
| $79.9M | 0.01% |
756,364
+22,105
| +3% | +$2.33M |
|
1431
Box
BOX
$4.72B
| $79.8M | 0.01% |
2,524,184
-257,114
| -9% | -$8.12M |
|
1432
Fortis
FTS
$24.8B
| $79.7M | 0.01% |
1,917,349
-161,729
| -8% | -$6.72M |
|
1433
OGE Energy
OGE
$8.96B
| $79.7M | 0.01% |
1,932,214
+96,158
| +5% | +$3.97M |
|
1434
Cenovus Energy
CVE
$30.5B
| $79.4M | 0.01% |
5,238,433
-3,293,902
| -39% | -$49.9M |
|
1435
ALPS O'Shares US Quality Dividend ETF
OUSA
$827M
| $79.2M | 0.01% |
1,491,569
+105,412
| +8% | +$5.6M |
|
1436
SPX Corp
SPXC
$9.26B
| $79.2M | 0.01% |
544,465
-12,866
| -2% | -$1.87M |
|
1437
Huron Consulting
HURN
$2.44B
| $79M | 0.01% |
635,729
-41,391
| -6% | -$5.14M |
|
1438
Medpace
MEDP
$13.9B
| $78.9M | 0.01% |
237,467
+402
| +0.2% | +$134K |
|
1439
Halozyme
HALO
$9.01B
| $78.7M | 0.01% |
1,646,965
+11,657
| +0.7% | +$557K |
|
1440
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
| $78.5M | 0.01% |
1,255,081
-8,934
| -0.7% | -$559K |
|
1441
Invesco Large Cap Growth ETF
PWB
$1.62B
| $78.4M | 0.01% |
770,268
-6,286
| -0.8% | -$640K |
|
1442
Flex
FLEX
$21.5B
| $78.3M | 0.01% |
2,040,579
+187,900
| +10% | +$7.21M |
|
1443
ENI
E
$52.4B
| $77.9M | 0.01% |
2,846,860
-389,283
| -12% | -$10.7M |
|
1444
Unity
U
$18.3B
| $77.8M | 0.01% |
3,464,252
+12,106
| +0.4% | +$272K |
|
1445
Exponent
EXPO
$3.55B
| $77.8M | 0.01% |
873,143
+11,654
| +1% | +$1.04M |
|
1446
Skechers
SKX
$9.49B
| $77.6M | 0.01% |
1,154,538
+166,727
| +17% | +$11.2M |
|
1447
iShares MSCI South Korea ETF
EWY
$5.51B
| $77.6M | 0.01% |
1,524,817
-1,260,226
| -45% | -$64.1M |
|
1448
Fox Class B
FOX
$26B
| $77.6M | 0.01% |
1,695,683
-97,787
| -5% | -$4.47M |
|
1449
Impinj
PI
$5.26B
| $77.6M | 0.01% |
533,941
-9,603
| -2% | -$1.39M |
|
1450
Diodes
DIOD
$2.45B
| $77.5M | 0.01% |
1,256,750
+196,870
| +19% | +$12.1M |
|