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 | |
|---|---|---|---|---|---|---|
1576
Dr. Reddy's Laboratories
RDY
$12.2B
| $73M | ﹤0.01% |
4,854,849
-3,881,447
| -44% | -$58.3M |
|
1577
Permian Resources
PR
$9.63B
| $73M | ﹤0.01% |
5,357,333
+1,070,072
| +25% | +$14.6M |
|
1578
Signet Jewelers
SIG
$3.73B
| $72.9M | ﹤0.01% |
916,747
+198,986
| +28% | +$15.8M |
|
1579
CCC Intelligent Solutions
CCCS
$6.37B
| $72.5M | ﹤0.01% |
7,708,040
-203,056
| -3% | -$1.91M |
|
1580
Brookfield Renewable
BEP
$7.19B
| $72.5M | ﹤0.01% |
2,841,419
+275,849
| +11% | +$7.04M |
|
|
OKLO
1581
Oklo
OKLO
$12.2B
| $72.4M | ﹤0.01% |
1,292,403
-671,215
| -34% | -$37.6M |
|
1582
Atour Lifestyle Holdings
ATAT
$5.48B
| $72.2M | ﹤0.01% |
2,220,908
-1,899,345
| -46% | -$61.7M |
|
1583
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $72.2M | ﹤0.01% |
684,077
+219,167
| +47% | +$23.1M |
|
1584
Artivion
AORT
$1.92B
| $72.1M | ﹤0.01% |
2,318,660
+58,222
| +3% | +$1.81M |
|
|
WDI
1585
Western Asset Diversified Income Fund
WDI
$790M
| $72.1M | ﹤0.01% |
4,857,820
-362,556
| -7% | -$5.38M |
|
1586
Magnolia Oil & Gas
MGY
$4.41B
| $72.1M | ﹤0.01% |
3,206,291
+230,656
| +8% | +$5.19M |
|
1587
TopBuild
BLD
$11.7B
| $72M | ﹤0.01% |
222,447
+48,859
| +28% | +$15.8M |
|
1588
Five Below
FIVE
$7.71B
| $71.9M | ﹤0.01% |
548,237
-322,613
| -37% | -$42.3M |
|
1589
Plexus
PLXS
$3.73B
| $71.9M | ﹤0.01% |
531,444
+64,013
| +14% | +$8.66M |
|
1590
ONE Gas
OGS
$4.55B
| $71.9M | ﹤0.01% |
1,000,364
+97,288
| +11% | +$6.99M |
|
1591
BlackLine
BL
$3.36B
| $71.8M | ﹤0.01% |
1,268,634
+57,209
| +5% | +$3.24M |
|
1592
Prudential
PUK
$35.5B
| $71.8M | ﹤0.01% |
2,869,514
-913,289
| -24% | -$22.9M |
|
1593
WisdomTree International Quality Dividend Growth Fund
IQDG
$744M
| $71.8M | ﹤0.01% |
1,810,514
-1,359,750
| -43% | -$53.9M |
|
1594
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $71.7M | ﹤0.01% |
1,788,019
+99,783
| +6% | +$4M |
|
1595
Innodata
INOD
$1.99B
| $71.7M | ﹤0.01% |
1,399,673
+106,986
| +8% | +$5.48M |
|
1596
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $71.4M | ﹤0.01% |
2,440,029
-200,906
| -8% | -$5.88M |
|
1597
Regal Rexnord
RRX
$9.22B
| $71.4M | ﹤0.01% |
492,739
-66,191
| -12% | -$9.6M |
|
|
PHEQ
1598
Parametric Hedged Equity ETF
PHEQ
$105M
| $71.4M | ﹤0.01% |
2,328,972
-27,324
| -1% | -$838K |
|
1599
Clear Secure
YOU
$3.58B
| $71.4M | ﹤0.01% |
2,571,250
+1,163,037
| +83% | +$32.3M |
|
1600
Huron Consulting
HURN
$2.44B
| $71.3M | ﹤0.01% |
518,469
-36,637
| -7% | -$5.04M |
|