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
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Federal Signal
FSS
$7.64B
| $68.5M | ﹤0.01% |
741,113
-66,430
| -8% | -$6.14M |
|
1552
Avnet
AVT
$4.46B
| $68.5M | ﹤0.01% |
1,308,524
+50,579
| +4% | +$2.65M |
|
1553
Henry Schein
HSIC
$8.37B
| $68.4M | ﹤0.01% |
987,959
-178,120
| -15% | -$12.3M |
|
1554
Galicia Financial Group
GGAL
$4.81B
| $68.2M | ﹤0.01% |
1,094,292
+383,246
| +54% | +$23.9M |
|
1555
Flowserve
FLS
$7.36B
| $68.2M | ﹤0.01% |
1,185,263
+318,965
| +37% | +$18.3M |
|
1556
First Trust US Equity Opportunities ETF
FPX
$1.09B
| $68.2M | ﹤0.01% |
570,267
+11,954
| +2% | +$1.43M |
|
1557
Elastic
ESTC
$9.3B
| $68M | ﹤0.01% |
686,739
+159
| +0% | +$15.8K |
|
1558
Wipro
WIT
$29B
| $67.9M | ﹤0.01% |
19,193,225
-11,850,941
| -38% | -$42M |
|
1559
Organon & Co
OGN
$2.77B
| $67.9M | ﹤0.01% |
4,550,167
-568,027
| -11% | -$8.47M |
|
1560
Bruker
BRKR
$4.69B
| $67.8M | ﹤0.01% |
1,156,013
+390,264
| +51% | +$22.9M |
|
1561
GitLab
GTLB
$8.39B
| $67.7M | ﹤0.01% |
1,202,001
+188,080
| +19% | +$10.6M |
|
1562
Varonis Systems
VRNS
$6.3B
| $67.7M | ﹤0.01% |
1,523,512
+230,511
| +18% | +$10.2M |
|
1563
Tri Pointe Homes
TPH
$3.09B
| $67.7M | ﹤0.01% |
1,866,222
-764,436
| -29% | -$27.7M |
|
1564
Healthcare Realty
HR
$6.45B
| $67.6M | ﹤0.01% |
3,990,259
+31,154
| +0.8% | +$528K |
|
1565
iShares Dow Jones US ETF
IYY
$2.63B
| $67.6M | ﹤0.01% |
472,236
+2,984
| +0.6% | +$427K |
|
1566
First Trust Core Investment Grade ETF
FTCB
$1.37B
| $67.6M | ﹤0.01% |
+3,271,631
| New | +$67.6M |
|
1567
NatWest
NWG
$58.2B
| $67.6M | ﹤0.01% |
6,642,460
+190,433
| +3% | +$1.94M |
|
1568
Artivion
AORT
$1.92B
| $67.5M | ﹤0.01% |
2,360,056
-90,519
| -4% | -$2.59M |
|
1569
SPDR S&P Retail ETF
XRT
$436M
| $67.4M | ﹤0.01% |
847,361
-536,650
| -39% | -$42.7M |
|
1570
VanEck BDC Income ETF
BIZD
$1.67B
| $67.4M | ﹤0.01% |
4,054,672
-470,963
| -10% | -$7.83M |
|
1571
Madrigal Pharmaceuticals
MDGL
$9.63B
| $67.4M | ﹤0.01% |
218,481
-50,913
| -19% | -$15.7M |
|
|
PDO
1572
PIMCO Dynamic Income Opportunities Fund
PDO
$1.78B
| $67.2M | ﹤0.01% |
4,942,944
+103,606
| +2% | +$1.41M |
|
1573
Helmerich & Payne
HP
$2.1B
| $67.2M | ﹤0.01% |
2,097,190
+41,702
| +2% | +$1.34M |
|
1574
Logitech
LOGI
$16B
| $67.1M | ﹤0.01% |
814,236
+194,901
| +31% | +$16.1M |
|
1575
Frontdoor
FTDR
$4.83B
| $66.9M | ﹤0.01% |
1,223,270
-407,764
| -25% | -$22.3M |
|