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
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Natera
NTRA
$23.1B
| $55.3M | 0.01% |
1,136,179
-122,100
| -10% | -$5.94M |
|
1502
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $55.3M | 0.01% |
943,681
+74,932
| +9% | +$4.39M |
|
1503
iShares Global Energy ETF
IXC
$1.84B
| $55.1M | 0.01% |
1,480,846
-14,361
| -1% | -$535K |
|
1504
Alamo Group
ALG
$2.49B
| $55M | 0.01% |
299,133
+11,697
| +4% | +$2.15M |
|
1505
Bank OZK
OZK
$5.88B
| $55M | 0.01% |
1,368,753
-13,647
| -1% | -$548K |
|
|
JOYY
1506
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $54.8M | 0.01% |
1,784,745
+9,047
| +0.5% | +$278K |
|
1507
First Trust Small Cap Core AlphaDEX Fund
FYX
$884M
| $54.7M | 0.01% |
664,649
-12,995
| -2% | -$1.07M |
|
|
MDC
1508
DELISTED
M.D.C. Holdings, Inc.
MDC
| $54.7M | 0.01% |
1,168,638
+113,323
| +11% | +$5.3M |
|
|
HQH
1509
abrdn Healthcare Investors
HQH
$898M
| $54.6M | 0.01% |
3,199,464
+27,725
| +0.9% | +$473K |
|
1510
Littelfuse
LFUS
$6.54B
| $54.3M | 0.01% |
186,536
+7,154
| +4% | +$2.08M |
|
|
JKS
1511
JinkoSolar
JKS
$1.3B
| $54.3M | 0.01% |
1,222,838
-970,965
| -44% | -$43.1M |
|
1512
ACI Worldwide
ACIW
$5.18B
| $54.2M | 0.01% |
2,340,303
+85,231
| +4% | +$1.97M |
|
1513
KBR
KBR
$6.36B
| $54.2M | 0.01% |
833,302
+261,061
| +46% | +$17M |
|
1514
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.77B
| $54.1M | 0.01% |
2,741,435
+1,149,670
| +72% | +$22.7M |
|
1515
Cenovus Energy
CVE
$30.4B
| $54.1M | 0.01% |
3,183,432
-2,626,237
| -45% | -$44.6M |
|
1516
Arcos Dorados Holdings
ARCO
$1.43B
| $54M | 0.01% |
5,266,461
+337,706
| +7% | +$3.46M |
|
1517
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $53.9M | 0.01% |
547,471
+59,184
| +12% | +$5.82M |
|
1518
iShares Global Healthcare ETF
IXJ
$3.84B
| $53.9M | 0.01% |
633,701
+57,163
| +10% | +$4.86M |
|
1519
MKS Inc. Common Stock
MKSI
$7.73B
| $53.8M | 0.01% |
497,846
+1,434
| +0.3% | +$155K |
|
1520
BlackRock Limited Duration Income Trust
BLW
$549M
| $53.8M | 0.01% |
4,177,237
+29,427
| +0.7% | +$379K |
|
1521
Vipshop
VIPS
$8.97B
| $53.7M | 0.01% |
3,254,621
-240,315
| -7% | -$3.97M |
|
1522
Kontoor Brands
KTB
$4.5B
| $53.7M | 0.01% |
1,275,473
+93,690
| +8% | +$3.94M |
|
1523
Western Midstream Partners
WES
$14.6B
| $53.7M | 0.01% |
2,023,621
-211,687
| -9% | -$5.61M |
|
1524
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $53.6M | 0.01% |
2,272,859
+140,627
| +7% | +$3.32M |
|
1525
National Fuel Gas
NFG
$7.97B
| $53.4M | 0.01% |
1,040,499
+258,289
| +33% | +$13.3M |
|