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 | |
|---|---|---|---|---|---|---|
1451
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
| $84.9M | 0.01% |
1,189,468
-50,649
| -4% | -$3.61M |
|
1452
Fortuna Silver Mines
FSM
$2.56B
| $84.8M | 0.01% |
12,967,203
+7,019,505
| +118% | +$45.9M |
|
1453
Nexstar Media Group
NXST
$6.27B
| $84.7M | 0.01% |
489,656
+4,833
| +1% | +$836K |
|
1454
RBC Bearings
RBC
$11.8B
| $84.6M | 0.01% |
219,775
+24,093
| +12% | +$9.27M |
|
1455
Western Midstream Partners
WES
$14.6B
| $84.5M | 0.01% |
2,184,451
-667,870
| -23% | -$25.8M |
|
1456
Turning Point Brands
TPB
$1.84B
| $84.4M | 0.01% |
1,113,478
+108,311
| +11% | +$8.21M |
|
1457
Frontdoor
FTDR
$4.83B
| $84.2M | 0.01% |
1,428,991
-86,706
| -6% | -$5.11M |
|
1458
Global X US Preferred ETF
PFFD
$2.37B
| $84.2M | 0.01% |
4,472,337
+166,613
| +4% | +$3.14M |
|
1459
FTAI Aviation
FTAI
$17.6B
| $84.2M | 0.01% |
732,006
-381,618
| -34% | -$43.9M |
|
1460
EPAM Systems
EPAM
$8.69B
| $84.2M | 0.01% |
475,979
-94,652
| -17% | -$16.7M |
|
1461
Impinj
PI
$5.2B
| $84.1M | 0.01% |
757,246
+217,677
| +40% | +$24.2M |
|
1462
Pinnacle Financial Partners
PNFP
$7.55B
| $84.1M | 0.01% |
761,710
+132,832
| +21% | +$14.7M |
|
|
NBXG
1463
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.19B
| $84.1M | 0.01% |
5,759,623
+149,727
| +3% | +$2.19M |
|
1464
First Trust US Equity Opportunities ETF
FPX
$1.09B
| $84.1M | 0.01% |
580,027
-7,519
| -1% | -$1.09M |
|
1465
VanEck Uranium + Nuclear Energy ETF
NLR
$2.47B
| $83.8M | 0.01% |
754,105
+132,451
| +21% | +$14.7M |
|
1466
iShares Global REIT ETF
REET
$3.92B
| $83.8M | 0.01% |
3,392,807
-2,117
| -0.1% | -$52.3K |
|
1467
Cohen & Steers
CNS
$3.65B
| $83.8M | 0.01% |
1,111,788
-49,740
| -4% | -$3.75M |
|
1468
Trex
TREX
$6.48B
| $83.7M | 0.01% |
1,539,791
+189,842
| +14% | +$10.3M |
|
1469
Matador Resources
MTDR
$5.93B
| $83.7M | 0.01% |
1,753,624
+538,374
| +44% | +$25.7M |
|
1470
GDS Holdings
GDS
$7.32B
| $83.5M | 0.01% |
2,730,393
+95,936
| +4% | +$2.93M |
|
1471
ALPS O'Shares US Quality Dividend ETF
OUSA
$826M
| $83.3M | 0.01% |
1,543,151
+63,992
| +4% | +$3.45M |
|
1472
Tarsus Pharmaceuticals
TARS
$2.08B
| $83.3M | 0.01% |
2,055,718
+42,941
| +2% | +$1.74M |
|
1473
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.9B
| $83.1M | 0.01% |
3,556,598
-319,626
| -8% | -$7.47M |
|
|
SNDK
1474
Sandisk Corporation Common Stock
SNDK
$12.6B
| $83.1M | 0.01% |
1,831,749
+198,978
| +12% | +$9.02M |
|
1475
Hexcel
HXL
$4.93B
| $83M | 0.01% |
1,469,638
+180,178
| +14% | +$10.2M |
|