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 | |
|---|---|---|---|---|---|---|
1476
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
| $83M | 0.01% |
1,269,870
+152,564
| +14% | +$9.97M |
|
1477
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $82.7M | 0.01% |
2,082,329
+113,563
| +6% | +$4.51M |
|
1478
Madison Square Garden
MSGS
$5.12B
| $82.7M | 0.01% |
395,800
+4,205
| +1% | +$879K |
|
1479
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
| $82.7M | 0.01% |
4,153,802
+563,704
| +16% | +$11.2M |
|
1480
Rubrik
RBRK
$14.7B
| $82.7M | 0.01% |
922,663
-522,372
| -36% | -$46.8M |
|
1481
Graphic Packaging
GPK
$6.14B
| $82.6M | 0.01% |
3,920,486
+1,169,903
| +43% | +$24.6M |
|
1482
Murphy USA
MUSA
$7.53B
| $82.5M | 0.01% |
202,773
-29,399
| -13% | -$12M |
|
1483
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.63B
| $82.4M | 0.01% |
2,497,114
+155,104
| +7% | +$5.12M |
|
1484
Kyndryl
KD
$7.39B
| $82.4M | 0.01% |
1,963,844
-677,085
| -26% | -$28.4M |
|
1485
GitLab
GTLB
$8.39B
| $82.4M | 0.01% |
1,825,895
+496,581
| +37% | +$22.4M |
|
1486
Equity Lifestyle Properties
ELS
$11.9B
| $82.2M | 0.01% |
1,332,853
-120,273
| -8% | -$7.42M |
|
1487
Lumentum
LITE
$11.4B
| $82.2M | 0.01% |
864,298
+313,219
| +57% | +$29.8M |
|
1488
Criteo
CRTO
$1.15B
| $82.1M | 0.01% |
3,427,312
-1,288,204
| -27% | -$30.9M |
|
1489
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $82M | 0.01% |
7,265,987
+390,393
| +6% | +$4.41M |
|
1490
EXL Service
EXLS
$7.04B
| $82M | 0.01% |
1,873,159
+60,957
| +3% | +$2.67M |
|
1491
Sealed Air
SEE
$4.99B
| $82M | 0.01% |
2,643,107
-108,413
| -4% | -$3.36M |
|
1492
US Physical Therapy
USPH
$1.22B
| $81.9M | 0.01% |
1,047,905
+52,449
| +5% | +$4.1M |
|
1493
BlackRock Enhanced Global Dividend Trust
BOE
$650M
| $81.8M | 0.01% |
7,205,256
-250,034
| -3% | -$2.84M |
|
1494
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
| $81.8M | 0.01% |
2,574,892
+150,044
| +6% | +$4.77M |
|
1495
Albany International
AIN
$1.71B
| $81.7M | 0.01% |
1,164,480
+35,889
| +3% | +$2.52M |
|
1496
Zillow
Z
$21.3B
| $81.6M | 0.01% |
1,164,951
-292,601
| -20% | -$20.5M |
|
1497
Verra Mobility
VRRM
$3.92B
| $81.5M | 0.01% |
3,211,763
+388,642
| +14% | +$9.87M |
|
1498
Webster Financial
WBS
$10.2B
| $81.5M | 0.01% |
1,493,347
-471,351
| -24% | -$25.7M |
|
1499
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.92B
| $81.4M | 0.01% |
1,014,690
+43,998
| +5% | +$3.53M |
|
1500
Artisan Partners
APAM
$3.27B
| $81.4M | 0.01% |
1,836,250
+404,641
| +28% | +$17.9M |
|