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 | |
|---|---|---|---|---|---|---|
1501
KB Financial Group
KB
$31.1B
| $81.4M | 0.01% |
985,573
+38,123
| +4% | +$3.15M |
|
1502
Birkenstock
BIRK
$8.51B
| $81.1M | 0.01% |
1,649,649
+147,756
| +10% | +$7.27M |
|
1503
Casella Waste Systems
CWST
$5.79B
| $81M | 0.01% |
702,179
-84,451
| -11% | -$9.74M |
|
1504
Unity
U
$18.4B
| $80.9M | 0.01% |
3,343,417
-291,274
| -8% | -$7.05M |
|
1505
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
| $80.4M | 0.01% |
4,989,730
+107,605
| +2% | +$1.73M |
|
1506
Capital Group Core Balanced ETF
CGBL
$3.3B
| $80.3M | 0.01% |
2,402,025
+203,011
| +9% | +$6.79M |
|
1507
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
| $80.2M | 0.01% |
1,258,993
-32,919
| -3% | -$2.1M |
|
1508
monday.com
MNDY
$9.9B
| $80M | 0.01% |
254,391
-27,649
| -10% | -$8.7M |
|
1509
Doximity
DOCS
$13.3B
| $79.8M | 0.01% |
1,301,434
+19,252
| +2% | +$1.18M |
|
1510
BellRing Brands
BRBR
$4.8B
| $79.8M | 0.01% |
1,377,972
+372,281
| +37% | +$21.6M |
|
1511
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $79.7M | 0.01% |
3,268,155
+224,985
| +7% | +$5.49M |
|
1512
Iris Energy
IREN
$9.24B
| $79.6M | 0.01% |
5,466,216
+776,771
| +17% | +$11.3M |
|
1513
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $79.5M | 0.01% |
3,845,769
-400,849
| -9% | -$8.29M |
|
1514
Lemonade
LMND
$3.88B
| $79.5M | 0.01% |
1,814,894
+1,012,619
| +126% | +$44.4M |
|
1515
Imperial Oil
IMO
$46.3B
| $79.5M | 0.01% |
1,000,020
-110,579
| -10% | -$8.79M |
|
1516
Invesco KBW Bank ETF
KBWB
$4.98B
| $79.4M | 0.01% |
1,109,116
+78,821
| +8% | +$5.65M |
|
1517
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
| $79.2M | 0.01% |
1,558,716
+787,748
| +102% | +$40M |
|
1518
Bath & Body Works
BBWI
$5.61B
| $79M | 0.01% |
2,635,963
-815,883
| -24% | -$24.4M |
|
1519
Cleveland-Cliffs
CLF
$5.78B
| $78.9M | 0.01% |
10,385,017
+1,938,536
| +23% | +$14.7M |
|
1520
Lazard
LAZ
$5.25B
| $78.7M | 0.01% |
1,640,033
-542,397
| -25% | -$26M |
|
1521
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.07B
| $78.3M | 0.01% |
1,840,929
+393,567
| +27% | +$16.7M |
|
1522
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
| $78.1M | 0.01% |
461,962
-8,309
| -2% | -$1.41M |
|
1523
Old National Bancorp
ONB
$8.88B
| $78.1M | 0.01% |
3,659,813
+499,141
| +16% | +$10.7M |
|
1524
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
| $78M | 0.01% |
770,291
+29,994
| +4% | +$3.04M |
|
1525
Urban Outfitters
URBN
$6.07B
| $77.9M | 0.01% |
1,073,390
-202,204
| -16% | -$14.7M |
|