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 | |
|---|---|---|---|---|---|---|
1551
Federal Signal
FSS
$7.64B
| $75.6M | ﹤0.01% |
710,318
+24,065
| +4% | +$2.56M |
|
1552
Shinhan Financial Group
SHG
$24B
| $75.5M | ﹤0.01% |
1,672,173
-37,583
| -2% | -$1.7M |
|
1553
Pan American Silver
PAAS
$15.5B
| $75.5M | ﹤0.01% |
2,659,805
+252,514
| +10% | +$7.17M |
|
1554
OGE Energy
OGE
$8.96B
| $75.2M | ﹤0.01% |
1,694,024
-208,483
| -11% | -$9.25M |
|
1555
Woori Financial
WF
$13.6B
| $75.2M | ﹤0.01% |
1,511,459
+115,104
| +8% | +$5.72M |
|
1556
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.03B
| $75.1M | ﹤0.01% |
3,645,887
+85,907
| +2% | +$1.77M |
|
1557
Madrigal Pharmaceuticals
MDGL
$9.63B
| $75M | ﹤0.01% |
247,962
-136,866
| -36% | -$41.4M |
|
1558
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.8B
| $75M | ﹤0.01% |
1,839,382
-205,373
| -10% | -$8.38M |
|
1559
Iridium Communications
IRDM
$1.89B
| $74.9M | ﹤0.01% |
2,481,737
+293,249
| +13% | +$8.85M |
|
1560
Telus
TU
$24.3B
| $74.8M | ﹤0.01% |
4,658,184
+325,157
| +8% | +$5.22M |
|
1561
Skechers
SKX
$9.49B
| $74.7M | ﹤0.01% |
1,184,439
-63,815
| -5% | -$4.03M |
|
1562
Granite Construction
GVA
$4.7B
| $74.7M | ﹤0.01% |
798,905
-288,346
| -27% | -$27M |
|
1563
Arbutus Biopharma
ABUS
$855M
| $74.7M | ﹤0.01% |
24,162,383
+369,994
| +2% | +$1.14M |
|
1564
Donnelley Financial Solutions
DFIN
$1.5B
| $74.5M | ﹤0.01% |
1,208,246
+158,523
| +15% | +$9.77M |
|
1565
Rambus
RMBS
$9.26B
| $74.5M | ﹤0.01% |
1,163,259
+225,227
| +24% | +$14.4M |
|
1566
Cellebrite
CLBT
$4.11B
| $74.4M | ﹤0.01% |
4,652,578
+689,319
| +17% | +$11M |
|
1567
FS KKR Capital
FSK
$4.91B
| $74.3M | ﹤0.01% |
3,581,267
-54,951
| -2% | -$1.14M |
|
1568
Vornado Realty Trust
VNO
$8.25B
| $74.1M | ﹤0.01% |
1,936,853
-56,094
| -3% | -$2.15M |
|
1569
The Ensign Group
ENSG
$9.69B
| $73.9M | ﹤0.01% |
479,182
-73,490
| -13% | -$11.3M |
|
1570
Lear
LEA
$5.62B
| $73.9M | ﹤0.01% |
777,798
-145,896
| -16% | -$13.9M |
|
1571
Cedar Fair
FUN
$2.38B
| $73.7M | ﹤0.01% |
2,423,442
+1,533,394
| +172% | +$46.7M |
|
1572
Exact Sciences
EXAS
$10.2B
| $73.5M | ﹤0.01% |
1,383,761
-391,564
| -22% | -$20.8M |
|
1573
SPDR S&P Insurance ETF
KIE
$829M
| $73.5M | ﹤0.01% |
1,230,718
+129,330
| +12% | +$7.73M |
|
1574
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.1B
| $73.3M | ﹤0.01% |
3,279,644
-151,986
| -4% | -$3.4M |
|
1575
Plains GP Holdings
PAGP
$3.7B
| $73.1M | ﹤0.01% |
3,762,311
-1,205,854
| -24% | -$23.4M |
|