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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Old National Bancorp
ONB
$8.78B
| $67M | ﹤0.01% |
3,160,672
-209,079
| -6% | -$4.43M |
|
1552
Sprott Uranium Miners ETF
URNM
$1.74B
| $66.9M | ﹤0.01% |
2,063,400
+1,078,390
| +109% | +$35M |
|
1553
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
| $66.9M | ﹤0.01% |
1,511,865
+27,459
| +2% | +$1.22M |
|
1554
Urban Outfitters
URBN
$6.43B
| $66.8M | ﹤0.01% |
1,275,594
+230,142
| +22% | +$12.1M |
|
1555
Silicon Laboratories
SLAB
$4.45B
| $66.8M | ﹤0.01% |
593,726
+103,221
| +21% | +$11.6M |
|
1556
Valaris
VAL
$3.76B
| $66.8M | ﹤0.01% |
1,700,400
-392,168
| -19% | -$15.4M |
|
1557
GDS Holdings
GDS
$7.37B
| $66.7M | ﹤0.01% |
2,634,457
+1,025,951
| +64% | +$26M |
|
1558
Pinnacle Financial Partners
PNFP
$7.59B
| $66.7M | ﹤0.01% |
628,878
-108,736
| -15% | -$11.5M |
|
1559
SPDR S&P Insurance ETF
KIE
$830M
| $66.7M | ﹤0.01% |
1,101,388
-208,054
| -16% | -$12.6M |
|
1560
ARK Web x.0 ETF
ARKW
$2.43B
| $66.6M | ﹤0.01% |
703,836
-116,581
| -14% | -$11M |
|
|
GAP
1561
The Gap, Inc.
GAP
$8.99B
| $66.6M | ﹤0.01% |
3,232,129
-1,525,540
| -32% | -$31.4M |
|
1562
Allegro MicroSystems
ALGM
$5.55B
| $66.6M | ﹤0.01% |
2,648,371
-8,427
| -0.3% | -$212K |
|
1563
Rocket Lab Corporation Common Stock
RKLB
$23.4B
| $66.4M | ﹤0.01% |
3,716,018
-609,911
| -14% | -$10.9M |
|
1564
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $66.2M | ﹤0.01% |
2,148,078
+73,726
| +4% | +$2.27M |
|
1565
Invesco International Dividend Achievers ETF
PID
$872M
| $66.2M | ﹤0.01% |
3,471,510
+92,562
| +3% | +$1.77M |
|
1566
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
| $65.9M | ﹤0.01% |
470,271
+85,023
| +22% | +$11.9M |
|
1567
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$1.01B
| $65.9M | ﹤0.01% |
1,567,814
+331,133
| +27% | +$13.9M |
|
1568
Wingstop
WING
$7.67B
| $65.9M | ﹤0.01% |
291,996
+71,414
| +32% | +$16.1M |
|
1569
First Trust US Equity Opportunities ETF
FPX
$1.09B
| $65.7M | ﹤0.01% |
587,546
+17,279
| +3% | +$1.93M |
|
1570
Exponent
EXPO
$3.58B
| $65.6M | ﹤0.01% |
809,679
-63,464
| -7% | -$5.14M |
|
1571
Confluent
CFLT
$6.71B
| $65.5M | ﹤0.01% |
2,796,195
+1,276,658
| +84% | +$29.9M |
|
1572
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.09B
| $65.5M | ﹤0.01% |
1,688,236
-322,025
| -16% | -$12.5M |
|
1573
Turkcell
TKC
$4.82B
| $65.4M | ﹤0.01% |
10,518,436
-145,685
| -1% | -$906K |
|
1574
Avantis US Large Cap Value ETF
AVLV
$8.3B
| $65.3M | ﹤0.01% |
1,001,083
+111,365
| +13% | +$7.26M |
|
1575
Five Below
FIVE
$8.04B
| $65.2M | ﹤0.01% |
870,850
-25,261
| -3% | -$1.89M |
|