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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Graco
GGG
$14B
| $32.3M | ﹤0.01% |
426,610
-3,988
| -0.9% | -$302K |
|
1677
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
| $32.2M | ﹤0.01% |
1,494,720
+456,435
| +44% | +$9.82M |
|
1678
Evergy
EVRG
$16.6B
| $32.2M | ﹤0.01% |
532,299
+140,195
| +36% | +$8.47M |
|
1679
SPDR Portfolio TIPS ETF
SPIP
$984M
| $32.1M | ﹤0.01% |
1,031,006
+2,849
| +0.3% | +$88.7K |
|
1680
SS&C Technologies
SSNC
$21.6B
| $32M | ﹤0.01% |
444,388
+264,177
| +147% | +$19M |
|
|
BBL
1681
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $31.9M | ﹤0.01% |
534,494
-62,100
| -10% | -$3.71M |
|
1682
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $31.9M | ﹤0.01% |
675,076
-190,573
| -22% | -$9M |
|
1683
Lattice Semiconductor
LSCC
$10.2B
| $31.9M | ﹤0.01% |
566,980
+529,738
| +1,422% | +$29.8M |
|
1684
SPDR S&P Semiconductor ETF
XSD
$1.59B
| $31.8M | ﹤0.01% |
165,486
-65,268
| -28% | -$12.6M |
|
1685
Surgery Partners
SGRY
$2.77B
| $31.8M | ﹤0.01% |
477,196
+22,352
| +5% | +$1.49M |
|
1686
CRH
CRH
$77B
| $31.8M | ﹤0.01% |
624,806
-6,066
| -1% | -$308K |
|
1687
Workhorse Group
WKHS
$17.8M
| $31.8M | ﹤0.01% |
7,658
+5,598
| +272% | +$23.2M |
|
1688
Q2 Holdings
QTWO
$4.88B
| $31.7M | ﹤0.01% |
308,933
+92,767
| +43% | +$9.52M |
|
1689
Suburban Propane Partners
SPH
$1.19B
| $31.7M | ﹤0.01% |
2,064,362
+165,875
| +9% | +$2.54M |
|
|
EOS
1690
Eaton Vance Enhance Equity Income Fund II
EOS
$1.29B
| $31.6M | ﹤0.01% |
1,358,082
+47,690
| +4% | +$1.11M |
|
1691
SPDR S&P Health Care Services ETF
XHS
$75.1M
| $31.6M | ﹤0.01% |
276,503
+91,445
| +49% | +$10.5M |
|
|
ENLC
1692
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $31.6M | ﹤0.01% |
4,938,861
-760,146
| -13% | -$4.86M |
|
1693
ProShares Short Russell2000
RWM
$140M
| $31.6M | ﹤0.01% |
1,505,454
+339,730
| +29% | +$7.12M |
|
1694
Schwab Fundamental US Large Company Index ETF
FNDX
$20.3B
| $31.5M | ﹤0.01% |
1,727,901
+564,285
| +48% | +$10.3M |
|
1695
VanEck BDC Income ETF
BIZD
$1.61B
| $31.5M | ﹤0.01% |
1,835,602
+562,547
| +44% | +$9.65M |
|
1696
Open Lending Corp
LPRO
$266M
| $31.5M | ﹤0.01% |
730,531
+668,756
| +1,083% | +$28.8M |
|
1697
Sociedad Química y Minera de Chile
SQM
$12.4B
| $31.5M | ﹤0.01% |
664,861
+123,175
| +23% | +$5.83M |
|
1698
SPS Commerce
SPSC
$4.06B
| $31.4M | ﹤0.01% |
314,223
+4,382
| +1% | +$438K |
|
1699
JPMorgan US Value Factor ETF
JVAL
$555M
| $31.4M | ﹤0.01% |
865,900
+773,350
| +836% | +$28M |
|
1700
Cohen & Steers Duration Preferred & Income Fund
LDP
$637M
| $31.3M | ﹤0.01% |
1,144,355
+46,285
| +4% | +$1.27M |
|