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 | |
|---|---|---|---|---|---|---|
1651
Box
BOX
$4.7B
| $66.5M | ﹤0.01% |
1,946,008
-306,463
| -14% | -$10.5M |
|
1652
AZZ Inc
AZZ
$3.52B
| $66.4M | ﹤0.01% |
703,169
+281,349
| +67% | +$26.6M |
|
1653
Air Lease Corp
AL
$7.1B
| $66.4M | ﹤0.01% |
1,135,015
+117,791
| +12% | +$6.89M |
|
1654
Acuity Brands
AYI
$10.3B
| $66.4M | ﹤0.01% |
222,469
-22,364
| -9% | -$6.67M |
|
1655
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.14B
| $66.3M | ﹤0.01% |
3,349,513
+239,459
| +8% | +$4.74M |
|
1656
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $66.3M | ﹤0.01% |
336,084
+7,103
| +2% | +$1.4M |
|
1657
Hudbay
HBM
$5.35B
| $66.2M | ﹤0.01% |
6,243,833
+1,055,836
| +20% | +$11.2M |
|
1658
Radware
RDWR
$1.1B
| $66.2M | ﹤0.01% |
2,249,568
-435,758
| -16% | -$12.8M |
|
1659
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $65.9M | ﹤0.01% |
693,838
+26,907
| +4% | +$2.56M |
|
1660
Repligen
RGEN
$6.39B
| $65.8M | ﹤0.01% |
529,119
-55,232
| -9% | -$6.87M |
|
1661
Columbia Multi-Sector Municipal Income ETF
MUST
$483M
| $65.6M | ﹤0.01% |
3,259,079
+944,449
| +41% | +$19M |
|
1662
Zurn Elkay Water Solutions
ZWS
$7.82B
| $65.6M | ﹤0.01% |
1,792,701
-54,240
| -3% | -$1.98M |
|
1663
Davis Select Worldwide ETF
DWLD
$464M
| $65.4M | ﹤0.01% |
1,578,022
+11,248
| +0.7% | +$466K |
|
1664
CareTrust REIT
CTRE
$7.62B
| $65.4M | ﹤0.01% |
2,137,023
-674,688
| -24% | -$20.6M |
|
1665
Avnet
AVT
$4.46B
| $65.3M | ﹤0.01% |
1,230,567
+2,915
| +0.2% | +$155K |
|
1666
Ollie's Bargain Outlet
OLLI
$8.06B
| $65.3M | ﹤0.01% |
495,200
-23,112
| -4% | -$3.05M |
|
1667
WisdomTree International Equity Fund
DWM
$603M
| $65.2M | ﹤0.01% |
1,025,785
-19,865
| -2% | -$1.26M |
|
1668
SiriusXM
SIRI
$7.84B
| $65.2M | ﹤0.01% |
2,838,074
-143,051
| -5% | -$3.29M |
|
1669
AngloGold Ashanti
AU
$33.5B
| $65.1M | ﹤0.01% |
1,429,050
+134,206
| +10% | +$6.12M |
|
1670
Silicon Laboratories
SLAB
$4.39B
| $65.1M | ﹤0.01% |
441,565
-152,161
| -26% | -$22.4M |
|
|
GMS
1671
DELISTED
GMS Inc
GMS
| $65M | ﹤0.01% |
597,945
+176,823
| +42% | +$19.2M |
|
|
ONC
1672
BeOne Medicines Ltd. American Depositary Shares
ONC
$35.7B
| $65M | ﹤0.01% |
268,474
-143,455
| -35% | -$34.7M |
|
1673
Goodyear
GT
$2.43B
| $64.9M | ﹤0.01% |
6,255,093
+879,667
| +16% | +$9.12M |
|
1674
SSR Mining
SSRM
$4.54B
| $64.8M | ﹤0.01% |
5,089,570
-321,455
| -6% | -$4.1M |
|
1675
MGIC Investment
MTG
$6.55B
| $64.8M | ﹤0.01% |
2,328,954
-45,883
| -2% | -$1.28M |
|