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 | |
|---|---|---|---|---|---|---|
1526
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.72B
| $77.8M | 0.01% |
3,458,097
-214,803
| -6% | -$4.83M |
|
1527
Janus Henderson
JHG
$7.01B
| $77.6M | 0.01% |
1,998,853
-128,045
| -6% | -$4.97M |
|
1528
Applied Industrial Technologies
AIT
$9.94B
| $77.6M | 0.01% |
333,955
+4,169
| +1% | +$969K |
|
1529
Allison Transmission
ALSN
$7.39B
| $77.4M | 0.01% |
814,955
+65,919
| +9% | +$6.26M |
|
1530
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.47B
| $77.3M | 0.01% |
2,201,632
+2,198,366
| +67,311% | +$77.2M |
|
1531
Polaris
PII
$3.22B
| $77.3M | 0.01% |
1,900,526
+529,545
| +39% | +$21.5M |
|
1532
Darling Ingredients
DAR
$4.97B
| $77M | 0.01% |
2,029,979
+40,948
| +2% | +$1.55M |
|
1533
Exponent
EXPO
$3.54B
| $76.8M | 0.01% |
1,028,445
+218,766
| +27% | +$16.3M |
|
1534
CNX Resources
CNX
$4.25B
| $76.8M | 0.01% |
2,281,319
-385,655
| -14% | -$13M |
|
1535
Golar LNG
GLNG
$4.16B
| $76.8M | 0.01% |
1,864,400
-1,470,213
| -44% | -$60.6M |
|
1536
Mine Safety
MSA
$6.63B
| $76.7M | 0.01% |
457,981
+134,276
| +41% | +$22.5M |
|
1537
Power Integrations
POWI
$2.48B
| $76.7M | 0.01% |
1,372,389
+157,778
| +13% | +$8.82M |
|
1538
Calamos Strategic Total Return Fund
CSQ
$3.07B
| $76.7M | 0.01% |
4,205,936
-7,114
| -0.2% | -$130K |
|
1539
Kontoor Brands
KTB
$4.5B
| $76.6M | 0.01% |
1,161,562
+146,143
| +14% | +$9.64M |
|
1540
VanEck BDC Income ETF
BIZD
$1.67B
| $76.5M | 0.01% |
4,698,710
+227,622
| +5% | +$3.71M |
|
1541
Schwab US Broad Market ETF
SCHB
$36.8B
| $76.4M | 0.01% |
3,206,507
-507,563
| -14% | -$12.1M |
|
1542
Arrow Electronics
ARW
$6.61B
| $76.4M | 0.01% |
599,452
-103,854
| -15% | -$13.2M |
|
1543
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.26B
| $76.3M | 0.01% |
2,241,209
+64,974
| +3% | +$2.21M |
|
1544
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $75.9M | ﹤0.01% |
699,375
+19,407
| +3% | +$2.11M |
|
1545
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.14B
| $75.9M | ﹤0.01% |
1,322,481
+254,885
| +24% | +$14.6M |
|
1546
SL Green Realty
SLG
$4.66B
| $75.9M | ﹤0.01% |
1,226,218
-14,291
| -1% | -$885K |
|
1547
Joby Aviation
JOBY
$12B
| $75.9M | ﹤0.01% |
7,194,324
+972,003
| +16% | +$10.3M |
|
1548
WisdomTree US Value Fund
WTV
$1.71B
| $75.8M | ﹤0.01% |
876,853
+149,168
| +20% | +$12.9M |
|
1549
Maplebear
CART
$12.2B
| $75.7M | ﹤0.01% |
1,672,883
+330,454
| +25% | +$14.9M |
|
1550
Avantis US Large Cap Value ETF
AVLV
$8.24B
| $75.7M | ﹤0.01% |
1,109,173
+108,090
| +11% | +$7.37M |
|