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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
American Homes 4 Rent
AMH
$12.7B
| $87.9M | 0.01% |
2,435,589
-473,944
| -16% | -$17.1M |
|
1427
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.99B
| $87.8M | 0.01% |
1,062,190
+25,977
| +3% | +$2.15M |
|
1428
iShares MSCI USA Value Factor ETF
VLUE
$7.28B
| $87.7M | 0.01% |
774,269
+26,421
| +4% | +$2.99M |
|
1429
iShares Select U.S. REIT ETF
ICF
$1.93B
| $87.6M | 0.01% |
1,431,963
+42,483
| +3% | +$2.6M |
|
1430
Lincoln Electric
LECO
$13.2B
| $87.6M | 0.01% |
422,414
-8,323
| -2% | -$1.73M |
|
1431
Lyft
LYFT
$7.73B
| $87.4M | 0.01% |
5,544,771
+1,391,262
| +33% | +$21.9M |
|
1432
Cal-Maine
CALM
$5.37B
| $87.3M | 0.01% |
876,237
+217,509
| +33% | +$21.7M |
|
1433
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
| $87.3M | 0.01% |
3,805,089
-131,229
| -3% | -$3.01M |
|
1434
Coursera
COUR
$1.8B
| $86.6M | 0.01% |
9,883,775
-1,429,028
| -13% | -$12.5M |
|
1435
RB Global
RBA
$21.7B
| $86.5M | 0.01% |
814,808
+50,498
| +7% | +$5.36M |
|
1436
AppFolio
APPF
$9.9B
| $86.5M | 0.01% |
375,436
+108,215
| +40% | +$24.9M |
|
1437
Invesco Preferred ETF
PGX
$3.99B
| $86.3M | 0.01% |
7,751,993
-945,389
| -11% | -$10.5M |
|
1438
United States Oil Fund
USO
$911M
| $86.1M | 0.01% |
1,177,809
+95,900
| +9% | +$7.01M |
|
1439
Viking Therapeutics
VKTX
$2.79B
| $86.1M | 0.01% |
3,247,694
+127,038
| +4% | +$3.37M |
|
1440
Global X Conscious Companies ETF
KRMA
$689M
| $86M | 0.01% |
2,129,909
-262,144
| -11% | -$10.6M |
|
1441
Vipshop
VIPS
$8.97B
| $86M | 0.01% |
5,711,533
+2,129,852
| +59% | +$32.1M |
|
1442
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $85.7M | 0.01% |
1,077,591
-44,175
| -4% | -$3.51M |
|
1443
SS&C Technologies
SSNC
$21.8B
| $85.6M | 0.01% |
1,033,486
+103,791
| +11% | +$8.59M |
|
1444
Korea Electric Power
KEP
$17.2B
| $85.5M | 0.01% |
6,003,052
+406,594
| +7% | +$5.79M |
|
1445
Prestige Consumer Healthcare
PBH
$3.11B
| $85.4M | 0.01% |
1,070,099
-161
| -0% | -$12.9K |
|
|
EMD
1446
Western Asset Emerging Markets Debt Fund
EMD
$605M
| $85.4M | 0.01% |
8,494,319
+211,332
| +3% | +$2.12M |
|
1447
Elastic
ESTC
$9.3B
| $85.2M | 0.01% |
1,009,944
+243,450
| +32% | +$20.5M |
|
1448
AGCO
AGCO
$8.13B
| $85.1M | 0.01% |
824,899
-122,714
| -13% | -$12.7M |
|
1449
Snap
SNAP
$12.4B
| $85M | 0.01% |
9,776,685
+4,403,009
| +82% | +$38.3M |
|
1450
VF Corp
VFC
$5.8B
| $84.9M | 0.01% |
7,225,352
+1,450,635
| +25% | +$17M |
|