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 | |
|---|---|---|---|---|---|---|
1551
Radware
RDWR
$1.1B
| $68M | ﹤0.01% |
3,053,407
-59,405
| -2% | -$1.32M |
|
1552
Diodes
DIOD
$2.44B
| $67.9M | ﹤0.01% |
1,059,880
+84,140
| +9% | +$5.39M |
|
1553
VanEck High Yield Muni ETF
HYD
$3.37B
| $67.8M | ﹤0.01% |
1,277,649
+190,642
| +18% | +$10.1M |
|
1554
PVH
PVH
$3.9B
| $67.7M | ﹤0.01% |
671,070
+18,880
| +3% | +$1.9M |
|
1555
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $67.6M | ﹤0.01% |
2,299,434
-82,316
| -3% | -$2.42M |
|
1556
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
| $67.6M | ﹤0.01% |
3,376,537
-1,321,323
| -28% | -$26.4M |
|
1557
Corcept Therapeutics
CORT
$7.68B
| $67.5M | ﹤0.01% |
1,458,495
+142,916
| +11% | +$6.61M |
|
1558
Dycom Industries
DY
$7.47B
| $67.4M | ﹤0.01% |
342,178
-34,681
| -9% | -$6.84M |
|
1559
Merus
MRUS
$5.26B
| $67.4M | ﹤0.01% |
1,349,819
-151,831
| -10% | -$7.59M |
|
1560
Saic
SAIC
$4.9B
| $67.2M | ﹤0.01% |
482,791
+29,720
| +7% | +$4.14M |
|
1561
SS&C Technologies
SSNC
$21.8B
| $67.2M | ﹤0.01% |
905,601
-2,223
| -0.2% | -$165K |
|
1562
MarketAxess Holdings
MKTX
$6.91B
| $67.2M | ﹤0.01% |
262,213
+35,466
| +16% | +$9.09M |
|
1563
Rambus
RMBS
$9.26B
| $67.2M | ﹤0.01% |
1,590,777
+764,545
| +93% | +$32.3M |
|
1564
BlackRock Limited Duration Income Trust
BLW
$549M
| $67.1M | ﹤0.01% |
4,637,303
-39,103
| -0.8% | -$566K |
|
1565
Magnolia Oil & Gas
MGY
$4.41B
| $67.1M | ﹤0.01% |
2,747,234
+336,319
| +14% | +$8.21M |
|
1566
Radian Group
RDN
$4.76B
| $67.1M | ﹤0.01% |
1,933,897
+195,555
| +11% | +$6.78M |
|
1567
Artisan Partners
APAM
$3.27B
| $67M | ﹤0.01% |
1,546,514
+61,121
| +4% | +$2.65M |
|
1568
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.43B
| $67M | ﹤0.01% |
1,467,000
+88,627
| +6% | +$4.05M |
|
1569
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $66.8M | ﹤0.01% |
1,487,905
-32,659
| -2% | -$1.47M |
|
1570
Celsius Holdings
CELH
$14.9B
| $66.7M | ﹤0.01% |
2,126,182
+296,832
| +16% | +$9.31M |
|
1571
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $66.7M | ﹤0.01% |
1,130,423
+13,290
| +1% | +$784K |
|
1572
Crane Co
CR
$10.5B
| $66.6M | ﹤0.01% |
420,732
-71,743
| -15% | -$11.4M |
|
1573
American Eagle Outfitters
AEO
$3.18B
| $66.6M | ﹤0.01% |
2,973,514
-183,579
| -6% | -$4.11M |
|
1574
Black Stone Minerals
BSM
$2.65B
| $66.4M | ﹤0.01% |
4,396,368
+19,036
| +0.4% | +$287K |
|
1575
Equinor
EQNR
$61.2B
| $66.2M | ﹤0.01% |
2,614,489
-360,259
| -12% | -$9.13M |
|