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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Western Alliance Bancorporation
WAL
$9.77B
| $74.4M | 0.01% |
859,692
+204,698
| +31% | +$17.7M |
|
1477
AllianceBernstein
AB
$4.19B
| $74.3M | 0.01% |
2,130,412
-276,019
| -11% | -$9.63M |
|
1478
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.07B
| $74.1M | 0.01% |
430,854
+13,421
| +3% | +$2.31M |
|
1479
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $74M | 0.01% |
5,976,086
+361,839
| +6% | +$4.48M |
|
1480
East-West Bancorp
EWBC
$15.1B
| $74M | 0.01% |
894,164
-18,068
| -2% | -$1.49M |
|
1481
Verra Mobility
VRRM
$3.92B
| $74M | 0.01% |
2,659,516
+421,858
| +19% | +$11.7M |
|
1482
Madison Square Garden
MSGE
$2.1B
| $73.9M | 0.01% |
1,737,452
+204,238
| +13% | +$8.69M |
|
1483
Progress Software
PRGS
$1.81B
| $73.8M | 0.01% |
1,095,869
-155,823
| -12% | -$10.5M |
|
1484
Imperial Oil
IMO
$46.3B
| $73.8M | 0.01% |
1,047,412
-265,124
| -20% | -$18.7M |
|
1485
ePlus
PLUS
$1.97B
| $73.7M | 0.01% |
749,887
-2,066
| -0.3% | -$203K |
|
1486
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $73.6M | 0.01% |
712,966
-47,651
| -6% | -$4.92M |
|
|
ETWO
1487
DELISTED
E2open Parent Holdings
ETWO
| $73.6M | 0.01% |
16,690,058
-3,550,665
| -18% | -$15.7M |
|
1488
Huron Consulting
HURN
$2.44B
| $73.6M | 0.01% |
677,120
+26,287
| +4% | +$2.86M |
|
1489
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
| $73.4M | 0.01% |
2,686,178
-948,194
| -26% | -$25.9M |
|
1490
Pinnacle Financial Partners
PNFP
$7.55B
| $73.3M | 0.01% |
747,890
+14,326
| +2% | +$1.4M |
|
1491
Calamos Strategic Total Return Fund
CSQ
$3.07B
| $73.2M | 0.01% |
4,218,817
+297,389
| +8% | +$5.16M |
|
1492
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.72B
| $73.1M | 0.01% |
3,230,940
+68,078
| +2% | +$1.54M |
|
1493
First Trust Small Cap Core AlphaDEX Fund
FYX
$884M
| $73.1M | 0.01% |
734,285
+29,063
| +4% | +$2.89M |
|
1494
Varonis Systems
VRNS
$6.3B
| $73.1M | 0.01% |
1,293,001
+260,277
| +25% | +$14.7M |
|
1495
YPF
YPF
$10.7B
| $73M | 0.01% |
3,440,435
-77,463
| -2% | -$1.64M |
|
1496
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
| $72.9M | 0.01% |
1,098,940
+139,771
| +15% | +$9.28M |
|
|
GTM
1497
ZoomInfo Technologies
GTM
$3.72B
| $72.9M | 0.01% |
7,065,330
-290,799
| -4% | -$3M |
|
1498
MDU Resources
MDU
$3.32B
| $72.8M | 0.01% |
4,792,049
-672,848
| -12% | -$10.2M |
|
1499
Harley-Davidson
HOG
$3.63B
| $72.7M | 0.01% |
1,887,500
-157,319
| -8% | -$6.06M |
|
1500
Thor Industries
THO
$5.55B
| $72.7M | 0.01% |
661,195
+250,738
| +61% | +$27.6M |
|